Firm
Singh PWM
Phoenix, Arizona
Fee-only
Singh PWM 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 16 individual clients, 6 of them high net worth.
- Its average account is about $275,000 (assets it manages divided by its 91 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the Arizona median of $4,800.
- 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 | singhpwm.com |
| [email protected] | |
| Phone | (480) 420-4824 |
Singh PWM 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 $8,000 a year |
|---|---|
| One-time plan | From $6,000 |
| Account minimum | $1,500,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$8,000 per year · billed quarterly ($2,000/qtr)" source
"$6,000 flat fee · 2-3 month engagement" source
"Singh PWM works with pre-retirees and retirees with $1.5M or more in investable assets" source
"Every fee is flat. Every retainer is billed quarterly." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $25 million |
| Individual clients | 10 |
| High-net-worth clients | 6 |
| Accounts managed | 91 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 23, 2026 |
| SEC record | CRD 326033 |