Firm
Golden Acre Wealth Management
Scottsdale, Arizona
Fee-only
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | goldenacrewealth.com |
| Phone | (480) 916-9554 |
Golden Acre 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.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects · Hourly |
In the firm's words
"1.50% on the first $250,000, 1.25% on the next $250,000" source
"No. Golden Acre Wealth Management has no minimum asset requirement." source
"designed for households with $250,000 or more in investable assets" source
"1.50% on the first $250,000, 1.25% on the next $250,000, 1.00% up to $2 million and 0.75% above that" 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 | $1 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 337930 |