Firm
Woodmont Financial Partners LLC
Mesa, Arizona
Fee-only
Woodmont Financial Partners 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.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Mesa, Arizona |
|---|---|
| Website | woodmontfp.com |
| [email protected] | |
| Phone | (301) 541-7447 |
Woodmont Financial Partners LLC 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.
| One-time plan | From $6,000 |
|---|---|
| Hourly | $375 an hour |
| How it charges | Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Flat fee starting at $6,000" source
"Hourly rate: $375/hour (billed in 6-minute increments)." source
"Hourly rate: $375/hour (billed in 6-minute increments)." 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 |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 331264 |