Fiduciary advisors in Tempe, AZ

11 registered advisers

Tempe is Arizona State University's home and a growing tech hub where Insight Enterprises and startup equity shape advisory demand, and 11 SEC-registered fiduciary firms serve local investors. 11 of those firms -- 100% -- operate on a fee-only basis, accepting no commissions. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.

ARBOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #168774
Typical Fee--
AUM$107M
Minimum--
Clients322

BILTMORE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #151365
Typical Fee--
AUM$440M
Minimum--
Clients639

EMBARK WEALTH MANAGEMENT, LLC

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

FINANCIAL LIFE PLANNERS

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

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #306068
Typical Fee2.50%
AUM$297M
Minimum--
Clients998

HARDING WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #282686
Typical Fee--
AUM$162M
Minimum--
Clients475

INTRINSIC WEALTH COUNSEL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #105022
Typical Fee--
AUM$287M
Minimum--
Clients683

JOHNSON FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #104621
Typical Fee--
AUM$243M
Minimum--
Clients678

MARTINSEN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #332433
Typical Fee1.00%
AUM$143M
Minimum--
Clients846

OPTIMA CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Tempe, ArizonaCRD #306036
Typical Fee--
AUM$150M
Minimum--
Clients425

SEROS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #166808
Typical Fee--
AUM$301M
Minimum--
Clients990
Fiduciary Advisors in Tempe, Arizona | FiduciaryListings