Fiduciary advisors in Scottsdale, AZ

80 registered advisers

The Scottsdale metro area is home to 80 SEC-registered fiduciary advisory firms. Of those, 74 are fee-only practices that do not earn commissions from financial product sales.

ABLE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #323646
Typical Fee--
AUM$571M
Minimum--
Clients1,484

ACCORDANT INVESTMENTS LLC

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #325678
Typical Fee--
AUM$164M
Minimum--
Clients2

AIM CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #165183
Typical Fee--
AUM$309M
Minimum--
Clients452

ALKEME INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #332434
Typical Fee--
AUM--
Minimum--
Clients--

ALPHA FIDUCIARY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #144720
Typical Fee--
AUM$109M
Minimum--
Clients260

AMPLIFY FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #325721
Typical Fee--
AUM$269M
Minimum--
Clients1,066

ARQ WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #147351
Typical Fee--
AUM$740M
Minimum--
Clients1,706

ASCENT CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #291218
Typical Fee--
AUM$197M
Minimum--
Clients141

ASHTON THOMAS PRIVATE WEALTH

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #153902
Typical Fee--
AUM$4.1B
Minimum--
Clients6,733

BALBEC CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #284363
Typical Fee--
AUM$7.2B
Minimum--
Clients21

BALBOA WEALTH PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #282329
Typical Fee--
AUM$1.0B
Minimum--
Clients2,416

BAYNTREE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #226708
Typical Fee--
AUM$192M
Minimum--
Clients1,022

BLAKELY WALTERS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #324410
Typical Fee--
AUM$146M
Minimum--
Clients525

BRADLEY WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #131808
Typical Fee--
AUM$283M
Minimum--
Clients1,175

BRIDGELIGHT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #154920
Typical Fee--
AUM$121M
Minimum--
Clients401

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

CAPITAL WEALTH ALLIANCE, LLC

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

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

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

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

FORTITUDE FAMILY OFFICE

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

GALVIN, GAUSTAD & STEIN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #153410
Typical Fee--
AUM$1.2B
Minimum--
Clients1,889

GI PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #161573
Typical Fee--
AUM$34.0B
Minimum--
Clients26

GLOBAL STRATEGIC NEXTGEN OCIO

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #175300
Typical Fee--
AUM$1.6B
Minimum--
Clients401

GPS INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #333381
Typical Fee--
AUM$124M
Minimum--
Clients192

HARMONY ASSET MANAGEMENT LLC

Also Compensated via Product Sales
Scottsdale, ArizonaCRD #116069
Typical Fee--
AUM$394M
Minimum--
Clients528

HERITAGE FAMILY OFFICES, LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #323930
Typical Fee--
AUM$408M
Minimum--
Clients831

IDX ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #299658
Typical Fee--
AUM$128M
Minimum--
Clients3

INDIGO PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #163648
Typical Fee--
AUM$1.4B
Minimum--
Clients21

INTELLIGENT CAPITALWORKS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #135081
Typical Fee--
AUM$356M
Minimum--
Clients332

INTERWEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #155597
Typical Fee--
AUM$298M
Minimum--
Clients769

IRONWOOD INVESTMENT COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #110623
Typical Fee--
AUM$1.5B
Minimum--
Clients2,349

JUNCTURE WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #298110
Typical Fee--
AUM$410M
Minimum--
Clients1,049

LUMINVEST WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #326261
Typical Fee--
AUM$398M
Minimum--
Clients370

MSH CAPITAL ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Scottsdale, ArizonaCRD #157835
Typical Fee--
AUM$1.1B
Minimum--
Clients2,077

MULHOLLAND WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #282408
Typical Fee--
AUM$543M
Minimum--
Clients1,435

NERDWALLET ADVISORY

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #325767
Typical Fee--
AUM--
Minimum--
Clients--

ONE WEALTH CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #331395
Typical Fee--
AUM$307M
Minimum--
Clients548

OSAIC WEALTH, INC.

Also Compensated via Brokerage
Scottsdale, ArizonaCRD #23131
Typical Fee3.00%
AUM$200.3B
Minimum--
Clients797,559

PERINI CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #158540
Typical Fee--
AUM$217M
Minimum--
Clients55

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #282003
Typical Fee--
AUM$481M
Minimum--
Clients1,348

PRAVATI CAPITAL LLC

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #300435
Typical Fee--
AUM$161M
Minimum--
Clients5

R.H. INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #115994
Typical Fee--
AUM$238M
Minimum--
Clients97

REDWOOD INVESTMENT MANAGEMENT, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #153139
Typical Fee--
AUM$2.5B
Minimum--
Clients1,758

RELEVE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #285243
Typical Fee--
AUM$256M
Minimum--
Clients1,275

RESQ INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #169528
Typical Fee--
AUM$58M
Minimum--
Clients2

SAGE FINANCIAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #116933
Typical Fee--
AUM$219M
Minimum--
Clients332

SCOTTSDALE WEALTH PLANNING, INC.

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #169248
Typical Fee--
AUM$151M
Minimum--
Clients331

SENSIBLE MONEY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #158641
Typical Fee--
AUM$604M
Minimum--
Clients1,329

SIERRA LEGACY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #172113
Typical Fee--
AUM$153M
Minimum--
Clients86

SL CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #328450
Typical Fee--
AUM$206M
Minimum--
Clients376

SOCIAL LEVERAGE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #292690
Typical Fee--
AUM$381M
Minimum--
Clients11

SPAHN WEALTH & RETIREMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #285932
Typical Fee--
AUM$167M
Minimum--
Clients271

SPIRIT WEST ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #285314
Typical Fee--
AUM$106M
Minimum--
Clients536

STABLEFORD CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #173383
Typical Fee--
AUM$305M
Minimum--
Clients254

STANDPOINT ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #305155
Typical Fee--
AUM$1.0B
Minimum--
Clients1

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #111320
Typical Fee--
AUM$3.1B
Minimum--
Clients4,732

TAYLOR FRIGON CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #142617
Typical Fee--
AUM$299M
Minimum--
Clients493

TAYLOR FRIGON FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #323249
Typical Fee--
AUM$7M
Minimum--
Clients8

TITAN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #319447
Typical Fee--
AUM$95M
Minimum--
Clients273

TOTAL INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #108818
Typical Fee--
AUM$1.3B
Minimum--
Clients2,228

TRAJAN WEALTH, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #158847
Typical Fee--
AUM$2.0B
Minimum--
Clients15,595

TREASURE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #309258
Typical Fee--
AUM$108M
Minimum--
Clients310

TREK FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #109376
Typical Fee--
AUM$2.5B
Minimum--
Clients11,057

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Also Compensated via Brokerage
Scottsdale, ArizonaCRD #20804
Typical Fee--
AUM$10.6B
Minimum--
Clients41,834

VERUS CAPITAL PARTNERS, LLC

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #151568
Typical Fee--
AUM$2.1B
Minimum--
Clients5,392

VESTPOINTE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #132591
Typical Fee--
AUM$134M
Minimum--
Clients429

VIGILARE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #157663
Typical Fee--
AUM$315M
Minimum--
Clients448

VISION2020 WEALTH MANAGEMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #154149
Typical Fee1.40%
AUM--
Minimum--
Clients--

VOYA INVESTMENTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #111091
Typical Fee--
AUM$55.4B
Minimum--
Clients64

WEALTH ENGINEERING, LLC

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #128549
Typical Fee--
AUM$171M
Minimum--
Clients219

WEALTH MANAGEMENT SOLUTIONS

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #127517
Typical Fee--
AUM$155M
Minimum--
Clients507

WT WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #169566
Typical Fee--
AUM$405M
Minimum--
Clients2,728

XCELLERANT VENTURES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #319671
Typical Fee--
AUM$26M
Minimum--
Clients1

ZENITH WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #318330
Typical Fee--
AUM$303M
Minimum--
Clients276
Fiduciary Advisors in Scottsdale, Arizona | FiduciaryListings