Firm
The Planning Associates
Phoenix, Arizona
Fee-only
The Planning Associates 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 53 individual clients, 8 of them high net worth.
- Its average account is about $608,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | theplanningassociates.com |
| Phone | (480) 993-3757 |
The Planning Associates fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $250 |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 1.2% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"$250 per hour" source
"Minimum fee: $250 (credited towards first quarterly fee if a new ongoing investment management account is opened within three (3) months)" source
"$100,000-$500,000 - 1.2% annually (.30% quarterly) of market value of account." source
"$100,000-$500,000 - 1.2% annually (.30% quarterly) of market value of account." 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 | $32 million |
| Individual clients | 45 |
| High-net-worth clients | 8 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 121808 |