Firm
Enso Financial
Phoenix, Arizona
Fee-only
Enso Financial 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 and 42 individual clients, 18 of them high net worth.
- Its average account is about $51,000 (assets it manages divided by its 40 accounts).
- Its ongoing planning fee starts at $5,500 a year, above the Arizona median of $4,800.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
- Advice is offered in Mandarin and English.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | ensofin.com |
| [email protected] | |
| Phone | (773) 887-2466 |
Enso Financial 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 $5,500 a year |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 0.39% to 0.99% a year |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · Hourly |
In the firm's words
"$5,500 - $12,500/year" source
"$300 / hour" source
"0.39 - 0.99% of AUM" source
"0.39 - 0.99% of AUM" 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 | $2 million |
| Individual clients | 24 |
| High-net-worth clients | 18 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 328410 |