Firm
Imagine Financial Services
Lake Havasu City, Arizona
Fee-only
Imagine Financial Services 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.
- Its average account is about $126,000 (assets it manages divided by its 103 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Lake Havasu City, Arizona |
|---|---|
| Website | imaginefinancialservices.com |
| [email protected] | |
| Phone | (760) 472-5155 |
Imagine Financial Services 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.
| Account minimum | $300,000 |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"investors must have a minimum balance of $300,000 in assets under management (AUM)." source
"investors must have a minimum balance of $300,000 in assets under management (AUM)." source
"Project planning focuses on specific financial questions and goals." 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 · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 42 |
| Accounts managed | 103 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 310560 |