Fee-OnlyFinder

Advisers in Peoria, AZ

6 advisers in Peoria — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Flat / fixed fees (5)

All advisers

21:5 Advisors, LLC16165 North 83rd Avenue, Suite 200 · Peoria, AZ 85382 · (888) 788-5953 · Financial planningCRD 333198 · % of assets, Hourly charges, Fixed fees · $36.2 million AUMState registeredNo commissions reportedClarus Wealth Advisors, LLC9125 W. Thunderbird Road, Suite 100 · Peoria, AZ 85381 · (623) 583-6840 · Financial planningCRD 281160 · % of assets, Hourly charges, Fixed fees · $305.2 million AUMSEC registeredNo commissions reportedClearview Private Wealth24654 N. Lake Pleasant Pkwy, Ste 103-722 · Peoria, AZ 85383 · (623) 227-1158 · Financial planningCRD 338264 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedKingdom Financial Group, LLC14155 N. 83 Ave #144 · Peoria, AZ 85381 · (623) 974-0300 · Financial planningCRD 155676 · % of assets, Hourly charges, Fixed fees · $520.9 million AUMSEC registeredNo commissions reportedLegacy Cornerstone Wealth LLC10815 W Nosean Rd. · Peoria, AZ 85383 · (702) 767-9891 · Financial planningCRD 281027 · % of assets, Hourly charges, Fixed fees · $22.4 million AUMSEC registeredNo commissions reportedLifetime Investments & Insurance LLC7162 W Rue De Lamour, 7162 · Peoria, AZ 85381 · (480) 349-5386 · Hourly feesCRD 283074 · % of assets, Hourly charges · $50,000 AUMState registeredNo commissions reported
Talking to advisers in Peoria? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.