Fee-OnlyFinder

Advisers in Prescott, AZ

7 advisers in Prescott — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (6)% of assets managed (6)

All advisers

Brio Financial Planning646 S. Rancho Vista Drive · Prescott, AZ 86303 · (617) 934-0419 · Financial planningCRD 159180 · Fixed fees · $43.4 million AUMState registeredNo commissions reportedDogwood Capital Management1579 W Gurley St Ste a · Prescott, AZ 86305 · (928) 237-5219 · Financial planningCRD 126568 · % of assets, Hourly charges, Fixed fees · $46.0 million AUMState registeredNo commissions reportedLane Brothers Investment Counsel1560 Plaza West Drive · Prescott, AZ 86303 · (928) 776-8870 · Financial planningCRD 105968 · % of assets, Fixed fees · $240.1 million AUMSEC registeredNo commissions reportedMontoya Wealth Management2069 Willow Creek Road · Prescott, AZ 86301 · (928) 778-2370 · Financial planningCRD 285039 · % of assets, Hourly charges, Fixed fees · $71.7 million AUMState registeredNo commissions reportedPrescott Investor Services, INC.747 Whipple Street · Prescott, AZ 86301 · (928) 717-2000 · Hourly feesCRD 114468 · % of assets, Hourly charges · $60.2 million AUMState registeredNo commissions reportedVictory Wealth Services, LLC3741 Karicio Lane, Suite 2 · Prescott, AZ 86303 · (928) 778-1050 · Financial planningCRD 290270 · % of assets, Fixed fees · $45.4 million AUMState registeredNo commissions reportedYavapai Financial Planning, L.L.C.1458 West Gurley St · Prescott, AZ 86305 · (928) 445-7238 · Financial planningCRD 115912 · % of assets, Hourly charges, Fixed fees · $47.3 million AUMState registeredNo commissions reported
Talking to advisers in Prescott? 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.