Almega Wealth Management LLC

Almega 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 7 employees and 243 individual clients, 54 of them high net worth.
• Its average account is about $175,000 (assets it manages divided by its 767 accounts).

Fee-only advisors in Arizona · What fee-only advisors charge in Arizona

Facts

Almega Wealth Management LLC fees

Almega Wealth Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Bryan Wisda

  CFP