Firm
Life Moves Wealth Management, LLC
Scotttsdale, Arizona
Fee-only
Life Moves Wealth Management, LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 48 individual clients, 8 of them high net worth.
- Its average account is about $92,000 (assets it manages divided by its 168 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scotttsdale, Arizona |
|---|---|
| Website | lifemoveswealth.com |
| [email protected] | |
| Phone | (602) 223-1801 |
Life Moves Wealth Management, LLC fees
Life Moves Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $15 million |
| Individual clients | 40 |
| High-net-worth clients | 8 |
| Accounts managed | 168 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 321261 |