Firm
Copper Square Private Wealth, LLC
Phoenix, Arizona
Fee-only
Copper Square Private Wealth, 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 1 employee.
- Its average account is about $81,000 (assets it manages divided by its 1 accounts).
- Its ongoing planning fee starts at $2,500 a year, below the Arizona median of $4,800.
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | coppersquarepw.com |
| [email protected] | |
| Phone | (480) 359-4964 |
Copper Square Private Wealth, 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.
| Ongoing planning | From $2,500 a year |
|---|---|
| One-time plan | From $1,500 |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"Ongoing-Subscription Financial Planning - Individuals $2,500" source
"Flat Fee Project-Based Financial Planning - Individuals $1,500" source
"0.75% management fee for AUM (assets under management) $100,000- $1,000,000" source
"CSPW provides flat fee project-based, ongoing-subscription financial planning and advisory services." 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 | $0 million |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 313349 |