Xcelsior Advisor Partners LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 27, 2026, Xcelsior Advisor Partners LLC charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Fixed fees vary and do not exceed $5,000, depending on the complexity of the financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Xcelsior Advisor Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Where a tiered schedule applies, it may be calculated on a marginal basis (each asset tier billed at its own rate) or on a blended basis (the entire balance billed at the single rate for the tier into which the total value falls).”
- “The first fee may be billed in arrears and prorated from the inception date through the end of that month or quarter.”
- “Fees may be billed monthly or quarterly, in arrears or advance, based on the account value as of the last business day of the preceding billing period.”
How Xcelsior Advisor Partners LLC’s fees compare
- Its flat or project fee of $5,000 is above the Arizona median of $3,100. 60% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 26 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About Xcelsior Advisor Partners LLC
“We also provide financial planning, consulting, retirement plan services, oversight of assets under advisement, and access to independent third-party money managers.”
- Firm size: 25 employees.
- Founded: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 1,450
- Employees
- 25
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,510,504,102
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334779
- Phone
- (480) 866-8616
Can advise clients in 29 states: Alabama, Arizona, California, Colorado, Delaware, Florida, Iowa, Illinois, Indiana, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.