Firm
Reach One Teach One Financial
Phoenix, Arizona
Fee-only
Reach One Teach One 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 72 individual clients.
- Its average account is about $69,000 (assets it manages divided by its 120 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | r1t1.com |
| [email protected] | |
| Phone | (888) 877-1138 |
Reach One Teach One 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.
| Hourly | $450 an hour |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly · Flat fee |
In the firm's words
"Our hourly rate is $450 per hour." source
"There is no minimum. Our pricing starts at 1.25%" source
"There is no minimum. Our pricing starts at 1.25%" source
"We typically charge either a percentage of assets under management or a flat fee" 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 | $8 million |
| Individual clients | 72 |
| Accounts managed | 120 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 323834 |