Firm
Babin Wealth Management
Scottsdale, Arizona
Fee-only
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | babinwealth.com |
| Phone | (480) 805-8106 |
Babin Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|---|
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Our typical client can invest a minimum of $250,000 with us." source
"followed by a simple monthly fee for ongoing advice, support, and regular check-ins" source
"You’ll start with a one-time fee for your personalized financial plan" 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 | $29 million |
| Individual clients | 97 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 332423 |