Fiduciary advisors in Tucson, AZ

27 registered advisers

Tucson is Raytheon Missiles & Defense is the largest employer, giving local advisors expertise in defense contractor benefits and security-cleared client planning. Of those, 25 are fee-only practices that do not earn commissions from financial product sales.

AIO FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Tucson, ArizonaCRD #114030
Typical Fee--
AUM$199M
Minimum--
Clients197

ALAMOS CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Tucson, ArizonaCRD #332985
Typical Fee--
AUM$2M
Minimum--
Clients1

ALLIED PORTFOLIO MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #113809
Typical Fee--
AUM$209M
Minimum--
Clients332

ATTESSA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #306827
Typical Fee--
AUM$318M
Minimum--
Clients682

BILI FINANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #339828
Typical Fee--
AUM--
Minimum--
Clients--

CAMBRIDGE FINANCIAL GROUP, LLC

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

CAPITAL WEST PARTNERS, LLC

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

DAVIS SELECTED ADVISERS LP

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

FINANCIAL DIRECTIONS LLC

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

FINANCIAL PLANNING FIRST, LLC

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

FORTRESS FINANCIAL SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #143969
Typical Fee1.00%
AUM$130M
Minimum--
Clients695

GORDIAN ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Tucson, ArizonaCRD #121362
Typical Fee--
AUM$265M
Minimum--
Clients343

GR FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #172370
Typical Fee--
AUM$981M
Minimum--
Clients2,476

GREENBERG FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #38747
Typical Fee--
AUM$407M
Minimum--
Clients1,175

IRONWOOD FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #151004
Typical Fee--
AUM$575M
Minimum--
Clients1,667

LEVIN FUNDING GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #170087
Typical Fee--
AUM$168M
Minimum--
Clients157

NOVA FINANCIAL SERVICES

Clean RecordAlso Compensated via Brokerage
Tucson, ArizonaCRD #150148
Typical Fee--
AUM$391M
Minimum--
Clients1,354

SECURE INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Tucson, ArizonaCRD #141195
Typical Fee--
AUM$38M
Minimum--
Clients825

SEM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #112142
Typical Fee--
AUM$920M
Minimum--
Clients4,108

SOUTHWEST INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #312685
Typical Fee--
AUM$326M
Minimum--
Clients1,156

STERLING INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #112923
Typical Fee--
AUM$361M
Minimum--
Clients153

TCI WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #107373
Typical Fee--
AUM$4.5B
Minimum--
Clients11,010

TREIBERG WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #284140
Typical Fee--
AUM$325M
Minimum--
Clients706

UNION CAPITAL COMPANY

Also Compensated via Brokerage
Tucson, ArizonaCRD #110301
Typical Fee--
AUM$177M
Minimum--
Clients517

WEALTH MANAGEMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #309790
Typical Fee--
AUM$794M
Minimum--
Clients2,270

WELLSPRING FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #158872
Typical Fee--
AUM$1.0B
Minimum--
Clients430

WILKINSON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #317741
Typical Fee--
AUM$143M
Minimum--
Clients830
Fiduciary Advisors in Tucson, Arizona | FiduciaryListings