Firm
Wealth Management Partners
Tucson, Arizona
Fee-only
Facts
| Based in | Tucson, Arizona |
|---|---|
| Website | wmpaz.com |
| Phone | (520) 297-7999 |
Wealth Management Partners 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"$500,000 to $1,000,000 1.25%" source
"Our minimum relationship size is $500,000 account value." source
"Advisory fees are calculated as a flat percentage of total assets under management" 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 | $794 million |
| Individual clients | 594 |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 309790 |