Search Results

186 advisors in arizona
FirmFeeAUMMin.Clients

BRIDGEPORT FINANCIAL SOLUTIONS

Fee-OnlyAlso Compensated via Product Sales
Phoenix, ArizonaCRD #325485
Typical Fee--
AUM$485M
Minimum--
Clients1,572

BROOKWOOD INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #316544
Typical Fee--
AUM$1.1B
Minimum--
Clients6,200

BUTTONWOOD CAPITAL MANAGEMENT (BCM)

Clean RecordAlso Compensated via Brokerage
Scottsdale, ArizonaCRD #174857
Typical Fee--
AUM$315M
Minimum--
Clients816

C2C WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #284148
Typical Fee--
AUM$165M
Minimum--
Clients428

CAMBRIDGE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #117428
Typical Fee1.50%
AUM$539M
Minimum--
Clients1,372

CAPITAL WEALTH ALLIANCE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #298257
Typical Fee--
AUM$220M
Minimum--
Clients881

CAPITAL WEST PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #130762
Typical Fee--
AUM$300M
Minimum--
Clients177

CLAREMONT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #155189
Typical Fee--
AUM$798M
Minimum--
Clients29

CLARITY WEALTH MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Gilbert, ArizonaCRD #284874
Typical Fee--
AUM$237M
Minimum--
Clients944

CLARUS WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Peoria, ArizonaCRD #281160
Typical Fee--
AUM$257M
Minimum--
Clients918

COLE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #134509
Typical Fee--
AUM$161M
Minimum--
Clients822

COREPATH WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #299951
Typical Fee--
AUM$261M
Minimum--
Clients884

CSP FINANCIAL GROUP LLC

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #310819
Typical Fee--
AUM$30M
Minimum--
Clients186

CURAFIN ADVISORS

Fee-Only, No ConflictsClean Record
Phoenix, ArizonaCRD #329091
Typical Fee--
AUM$448M
Minimum--
Clients81

DAVIS SELECTED ADVISERS LP

Fee-OnlyAlso Compensated via Product Sales
Tucson, ArizonaCRD #108674
Typical Fee--
AUM$25.3B
Minimum--
Clients123

DECISIONPOINT FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mesa, ArizonaCRD #296988
Typical Fee1.25%
AUM$849M
Minimum--
Clients1,377

DEGREEN PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #332192
Typical Fee1.75%
AUM$100M
Minimum--
Clients205

DEW WEALTH MANAGEMENT

Also Compensated via Product Sales
Scottsdale, ArizonaCRD #114148
Typical Fee--
AUM$362M
Minimum--
Clients664

DYNAMIC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #151367
Typical Fee--
AUM$5.3B
Minimum--
Clients15,497

DYNAMIC WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Surprise, ArizonaCRD #169792
Typical Fee--
AUM$140M
Minimum--
Clients829

EATON-CAMBRIDGE INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #116798
Typical Fee--
AUM$392M
Minimum--
Clients967

EMBARK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #157950
Typical Fee--
AUM$52M
Minimum--
Clients388

ESTANCIA CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #166478
Typical Fee--
AUM$612M
Minimum--
Clients6

EXETER FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #143420
Typical Fee--
AUM$366M
Minimum--
Clients631

FARNAM FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #306180
Typical Fee--
AUM$161M
Minimum--
Clients240

FINANCIAL DIRECTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #108475
Typical Fee--
AUM$672M
Minimum--
Clients3,200

FINANCIAL LIFE PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #129415
Typical Fee--
AUM$175M
Minimum--
Clients788

FINANCIAL PLANNING FIRST, LLC

Fee-Only, No Conflicts
Tucson, ArizonaCRD #319273
Typical Fee--
AUM$109M
Minimum--
Clients815

FOOTHILLS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cave Creek, ArizonaCRD #298408
Typical Fee--
AUM$129M
Minimum--
Clients440

FORTITUDE FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #317615
Typical Fee--
AUM$894M
Minimum--
Clients781
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