Firm
The Coleridge Group
Phoenix, Arizona
Fee-only
The Coleridge Group 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 2 employees and 39 individual clients, 18 of them high net worth.
- Its average account is about $528,000 (assets it manages divided by its 106 accounts).
- Its ongoing planning fee starts at $4,800 a year, in line with 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 | coleridgegroup.com |
| [email protected] | |
| Phone | (623) 252-6661 |
The Coleridge Group 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 $4,800 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Singles $4,800" source
"No asset minimums" source
"We charge a flat annual fee for our expertise and the work we do, not for the size of your portfolio." source
"All amounts below are annual fees , calculated yearly and billed monthly in arrears alongside your subscription." 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 | $56 million |
| Individual clients | 21 |
| High-net-worth clients | 18 |
| Accounts managed | 106 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-10966) |
| Financial planning | Offered |
| Form ADV filed | August 21, 2026 |
| SEC record | CRD 108335 |