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 SalesTypical Fee--
AUM$107M
Minimum--
Clients322
BILTMORE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$440M
Minimum--
Clients639
EMBARK WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$52M
Minimum--
Clients388
FINANCIAL LIFE PLANNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$175M
Minimum--
Clients788
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.50%
AUM$297M
Minimum--
Clients998
HARDING WEALTH, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$162M
Minimum--
Clients475
INTRINSIC WEALTH COUNSEL, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$287M
Minimum--
Clients683
JOHNSON FINANCIAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$243M
Minimum--
Clients678
MARTINSEN WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$143M
Minimum--
Clients846
OPTIMA CAPITAL MANAGEMENT
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$150M
Minimum--
Clients425
SEROS FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$301M
Minimum--
Clients990