Firm
49th Parallel Wealth Management, LLC
Scottsdale, Arizona
Fee-only
49th Parallel Wealth Management, LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 13 individual clients, 3 of them high net worth.
- Its average account is about $469,000 (assets it manages divided by its 20 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | 49thparallelwealthmanagement.com |
49th Parallel Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"No minimum is required to get started." source
"ongoing wealth management billed on assets under management" source
"hourly consulting, flat-fee project planning (scoped by complexity), and ongoing wealth management billed on assets under management" source
"flat-fee project planning (scoped by complexity)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 10 |
| High-net-worth clients | 3 |
| Accounts managed | 20 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 27, 2026 |
| SEC record | CRD 332829 |