Firm
Know Your Worth Financial
Tempe, Arizona
Fee-only
Know Your Worth 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 4 individual clients.
- Its average account is about $404,000 (assets it manages divided by its 4 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Arizona median of $4,800.
- 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 | Tempe, Arizona |
|---|---|
| Website | kywfinancial.com |
| [email protected] | |
| Phone | (602) 529-2728 |
Know Your Worth 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 $1,800 a year |
|---|---|
| One-time plan | From $250 |
| Account minimum | None |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Monthly rate at $150 - $1,000 (Starts month after Delivery meeting)" source
"One-time fee of $250 - $6,000" source
"No minimum asset or income requirements." source
"One-time fee of $250 - $6,000" 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 | $2 million |
| Individual clients | 4 |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 306771 |