Wealth Engineering, LLC 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 56 individual clients, 36 of them high net worth.
- Its average account is about $781,000 (assets it manages divided by its 219 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | wealth-engineering.com |
| [email protected] | |
| Phone | (480) 296-2042 |
Questions about Wealth Engineering, LLC
How is Wealth Engineering, LLC paid?
Wealth Engineering, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Wealth Engineering, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Wealth Engineering, LLC.
What is the average account at Wealth Engineering, LLC?
Wealth Engineering, LLC's average account is about $781,000. That's the assets on its Form ADV divided by its 219 accounts.
What does Wealth Engineering, LLC specialize in?
Wealth Engineering, LLC's advisors and website list retirement planning.
Wealth Engineering, LLC fees
Wealth Engineering, 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 | $171 million |
| Individual clients | 20 |
| High-net-worth clients | 36 |
| Accounts managed | 219 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-118948) |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 128549 |