Firm
Currents Wealth Strategies
Chandler, Arizona
Fee-only
Currents Wealth Strategies 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 ongoing planning fee starts at $7,500 a year, above 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 | Chandler, Arizona |
|---|---|
| Website | currentswealthstrategies.com |
| Phone | (480) 980-5713 |
Currents Wealth Strategies 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 $7,500 a year |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"we may recommend a flat-fee arrangement starting at $7,500+ annually" source
"$0 – $250,000: 1.50%" source
"Our typical client has at least $1M in investable assets" source
"We assess a fee based on the total value of investments we manage, debited directly from the account." 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 |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 21, 2026 |
| SEC record | CRD 339968 |