Bugle Valley is an investment advisory firm founded in 2026 and based in Chandler, Arizona. Bugle Valley offers two main service options: a standalone comprehensive financial plan for clients looking for a one-time evaluation, and a full-service package that combines ongoing financial planning and investment management. The firm assists clients with retirement planning, tax planning strategies, business consulting, investment analysis, and asset allocation using passive investment strategies such as index mutual funds and exchange-traded funds. Bugle Valley operates as a fee-only firm, meaning they are compensated solely by client fees and do not accept commissions or product sales compensation. Bugle Valley customizes its advice to each client's specific circumstances, risk tolerance, and goals, requiring clients to establish accounts at a recommended broker-dealer.
Fee Structure
Bugle Valley offers a full-service package that includes both investment management and ongoing financial planning. The annual fee ranges from $8,000 to $25,000 depending on the complexity of your situation and is paid quarterly in advance. The pricing is divided into tiers:
- Tier 1 (Retirement accounts only) — $8,000 per year for individuals; $10,000 per year for couples
- Tier 2 (Retirement and taxable accounts, plus additional needs like estate tax issues, concentrated stock, or equity compensation) — $12,000 to $25,000 per year