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Financial planning in Scottsdale, AZ

102 advisers in Scottsdale offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 102

212 Wealth Management6803 East Main Street, Suite 1121 · Scottsdale, AZ 85251 · (480) 716-7066 · Financial planningCRD 325317 · % of assets, Fixed fees · $2.1 million AUMState registeredNo commissions reported3roots Wealth Partners LLC6908 E Moreland St. · Scottsdale, AZ 85257 · (402) 980-1525 · Financial planningCRD 338300 · % of assets, Hourly charges, Fixed fees · $92.6 million AUMSEC registeredNo commissions reported49th Parallel Wealth Management9375 E. Shea Blvd., Suite 113d · Scottsdale, AZ 85260 · (480) 520-7770 · Financial planningCRD 332829 · % of assets, Hourly charges, Fixed fees · $9.4 million AUMState registeredNo commissions reportedAble Financial Group, LLC8737 E. Via De Commercio, Suite 100 · Scottsdale, AZ 85258 · (480) 258-6104 · Financial planningCRD 323646 · % of assets, Hourly charges, Fixed fees · $732.9 million AUMSEC registeredNo commissions reportedAim Capital7337 E Doubletree Ranch Road, Suite 195 · Scottsdale, AZ 85258 · (480) 346-1556 · Financial planningCRD 165183 · % of assets, Hourly charges · $309.3 million AUMSEC registeredNo commissions reportedAkkadian Wealth LLC8350 E. Raintree Dr. Ste 245 · Scottsdale, AZ 85260 · (480) 757-4180 · Financial planningCRD 324482 · % of assets, Hourly charges, Fixed fees · $5.0 million AUMState registeredNo commissions reportedAlmega Wealth Management8350 E. Raintree Drive, Suite 215 · Scottsdale, AZ 85260 · (480) 770-4700 · Financial planningCRD 316840 · % of assets, Hourly charges, Other · $134.3 million AUMSEC registeredNo commissions reportedAlpha Squared Capital, LLC5020 E. Shea Blvd, #255 · Scottsdale, AZ 85254 · (480) 470-6200 · Financial planningCRD 300797 · % of assets, Hourly charges, Fixed fees · $35.4 million AUMState registeredNo commissions reportedArq Wealth Advisors, LLC8605 E. Raintree Dr, Ste. 240 · Scottsdale, AZ 85260 · (480) 214-9572 · Financial planningCRD 147351 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedAscent Capital Partners, LLC16427 North Scottsdale Road, Suite 410 · Scottsdale, AZ 85254 · (480) 841-6956 · Financial planningCRD 291218 · % of assets, Hourly charges, Fixed fees · $172.0 million AUMSEC registeredNo commissions reported
Ashton Thomas Private Wealth8605 East Raintree Drive, Suite 280 · Scottsdale, AZ 85260 · (602) 732-4745 · Financial planningCRD 153902 · % of assets, Hourly charges · $6.0 billion AUMSEC registeredNo commissions reportedAurora Financial Planning & Investment Management LLC5635 N. Scottsdale Road, Suite 170 · Scottsdale, AZ 85250 · (858) 205-7651 · Financial planningCRD 291658 · % of assets, Hourly charges · $1.1 million AUMState registeredNo commissions reportedAxiom Founders Family Office7373 E. Doubletree Ranch Road, Suite 170 · Scottsdale, AZ 85258 · (480) 367-9000 · Financial planningCRD 313318 · % of assets, Hourly charges, Fixed fees · $36.9 million AUMState registeredNo commissions reportedBabin Wealth Management15051 N Kierland Blvd, Floor 3 · Scottsdale, AZ 85254 · (480) 805-8106 · Financial planningCRD 332423 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedBalboa Wealth Partners, INC.6263 North Scottsdale Road, Suite 265 · Scottsdale, AZ 85250 · (480) 801-5010 · Financial planningCRD 282329 · % of assets, Hourly charges, Subscription fees · $1.1 billion AUMSEC registeredNo commissions reportedBayntree Wealth Advisors, LLC7001 North Scottsdale Road, Suite 2055 · Scottsdale, AZ 85253 · (480) 494-2750 · Financial planningCRD 226708 · % of assets, Hourly charges, Fixed fees · $241.1 million AUMSEC registeredNo commissions reportedBedrock Investment Advisors7621 E. Gray Rd. Suite C. · Scottsdale, AZ 85260 · (800) 779-4183 · Financial planningCRD 173131 · % of assets, Hourly charges, Fixed fees · $49.8 million AUMState registeredNo commissions reportedBig Cedar Investment Advisors37850 N 93rd Pl · Scottsdale, AZ 85262 · (414) 477-3577 · Financial planningCRD 281788 · % of assets, Hourly charges, Fixed fees · $92.2 million AUMState registeredNo commissions reportedBlakely Walters Wealth Management3333 N Hayden Road · Scottsdale, AZ 85251 · (480) 776-5897 · Financial planningCRD 324410 · % of assets, Fixed fees · $173.7 million AUMSEC registeredNo commissions reportedBonnema Wealth Management LLC7373 E. Doubletree Ranch Rd., #200 · Scottsdale, AZ 85258 · (480) 206-5081 · Financial planningCRD 173526 · % of assets, Hourly charges, Fixed fees · $109.2 million AUMState registeredNo commissions reportedBradley Wealth LLC16430 N. Scottsdale Road, Suite 230 · Scottsdale, AZ 85254 · (480) 800-8638 · Financial planningCRD 131808 · % of assets, Hourly charges, Fixed fees · $196.7 million AUMSEC registeredNo commissions reportedBridge Financial Strategies11111 N. Scottsdale Road, Suite #205 · Scottsdale, AZ 85254 · (480) 378-2383 · Financial planningCRD 298134 · % of assets, Fixed fees · $89.5 million AUMState registeredNo commissions reportedBridgelight Capital LLC7033 E. Greenway Parkway, Suite 160 · Scottsdale, AZ 85254 · (480) 270-5240 · Financial planningCRD 154920 · % of assets, Fixed fees · $136.4 million AUMSEC registeredNo commissions reportedBurton Wealth Management14358 N Frank Lloyd Wright Blvd., Suite 8 · Scottsdale, AZ 85260 · (480) 629-8144 · Financial planningCRD 171381 · % of assets, Hourly charges, Fixed fees · $43.1 million AUMState registeredNo commissions reportedBusine Wealth4250 N. Drinkwater Blvd., Suite 300 · Scottsdale, AZ 85251 · (858) 255-4274 · Financial planningCRD 172692 · % of assets, Hourly charges, Fixed fees · $76.2 million AUMState registeredNo commissions reportedButtonwood Capital Management (Bcm)17550 North Perimeter Drive, Suite 100 · Scottsdale, AZ 85255 · (480) 305-2105 · Financial planningCRD 174857 · % of assets, Hourly charges, Fixed fees · $380.8 million AUMSEC registeredNo commissions reportedC2c Wealth Management, LLC32531 N Scottsdale Rd, Suite 105-121 · Scottsdale, AZ 85266 · (646) 222-7440 · Financial planningCRD 284148 · % of assets · $179.8 million AUMSEC registeredNo commissions reportedCapital Asset Advisors LLC.6991 E Camelback Rd, 300 · Scottsdale, AZ 85251 · (602) 274-6432 · Financial planningCRD 291635 · % of assets, Hourly charges, Fixed fees · $42.3 million AUMState registeredNo commissions reportedCapital Wealth Alliance, LLC17015 North Scottsdale Road, Suite 250 · Scottsdale, AZ 85255 · (480) 948-7590 · Financial planningCRD 298257 · % of assets, Hourly charges, Fixed fees · $300.3 million AUMSEC registeredNo commissions reportedCole Wealth Management, LLC9332 E Raintree Dr, Suite 100 · Scottsdale, AZ 85260 · (480) 275-6354 · Financial planningCRD 134509 · % of assets, Hourly charges, Fixed fees · $181.1 million AUMSEC registeredNo commissions reportedConfluent Asset Management LLC16427 N Scottsdale Road, Suite 410 · Scottsdale, AZ 85254 · (623) 200-2207 · Financial planningCRD 323760 · % of assets, Hourly charges · $5.1 million AUMState registeredNo commissions reportedCorepath Wealth Partners LLC7114 E. Stetson Drive, Suite #205 · Scottsdale, AZ 85251 · (480) 448-0334 · Financial planningCRD 299951 · % of assets, Hourly charges, Fixed fees · $261.2 million AUMSEC registeredNo commissions reportedCPA Advisory Services, P.C.7373 E. Doubletree Ranch Rd., #255 · Scottsdale, AZ 85258 · (480) 860-1252 · Financial planningCRD 114170 · % of assets, Hourly charges · $86.6 million AUMState registeredNo commissions reportedCsp Financial Group LLC14300 North Northsight Blvd, Suite 120 · Scottsdale, AZ 85260 · (480) 600-9626 · Financial planningCRD 310819 · % of assets, Hourly charges, Fixed fees · $150.6 million AUMSEC registeredNo commissions reportedDegreen Private Wealth, LLC14301 N 87th St, Suite 117 · Scottsdale, AZ 85260 · (440) 409-6352 · Financial planningCRD 332192 · % of assets, Fixed fees · $132.8 million AUMSEC registeredNo commissions reportedDew Wealth Management8888 E. Raintree Drive, Suite 110 · Scottsdale, AZ 85260 · (480) 614-9119 · Financial planningCRD 114148 · % of assets, Fixed fees, Other · $464.7 million AUMSEC registeredNo commissions reportedEchelon Private Wealth LLC10105 E Via Linda, Ste 103 Pmb 568 · Scottsdale, AZ 85258 · (602) 319-4735 · Financial planningCRD 312446 · % of assets, Hourly charges, Performance-based fees · $20.5 million AUMState registeredNo commissions reportedElevate Investment Management, LLC16220 N. Scottsdale Road, Suite 300 · Scottsdale, AZ 85254 · (480) 916-8620 · Financial planningCRD 337862 · % of assets · $36.8 million AUMState registeredNo commissions reportedEvolve Wealth Advisors LP7702 E Doubletree Ranch Road, Suite 300 · Scottsdale, AZ 85258 · (602) 805-5683 · Financial planningCRD 316038 · % of assets, Hourly charges · $58.4 million AUMState registeredNo commissions reportedExeter Financial, LLC7001 N. Scottsdale Road, Suite 1040 · Scottsdale, AZ 85253 · (480) 588-0830 · Financial planningCRD 143420 · % of assets, Hourly charges, Fixed fees · $420.2 million AUMSEC registeredNo commissions reportedFaith Investor Services7047 E Greenway Parkway, Suite 250 · Scottsdale, AZ 85254 · (480) 780-0104 · Financial planningCRD 313337 · % of assets · $279.7 million AUMSEC registeredNo commissions reportedFinancial Consulting Professionals, LLC7028 E. Friess Drive · Scottsdale, AZ 85254 · (480) 463-0842 · Financial planningCRD 296627 · % of assets, Fixed fees · $10.4 million AUMState registeredNo commissions reportedFortitude Family Office7500 N Dobson Rd, Suite 151 · Scottsdale, AZ 85256 · (602) 834-0089 · Financial planningCRD 317615 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedGalvin, Gaustad & Stein, LLC7377 E. Doubletree Ranch Road, Suite 250 · Scottsdale, AZ 85258 · (480) 776-1445 · Financial planningCRD 153410 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedGps Investments7702 East Doubletree Ranch Road, Suite 300 · Scottsdale, AZ 85258 · (602) 558-1211 · Financial planningCRD 333381 · % of assets, Fixed fees · $127.7 million AUMSEC registeredNo commissions reportedHarmony Asset Management LLC16220 N. Scottsdale Road, Suite 300 · Scottsdale, AZ 85254 · (480) 314-5967 · Financial planningCRD 116069 · % of assets, Hourly charges, Fixed fees · $462.5 million AUMSEC registeredNo commissions reportedHarris Investment Advisors LLC6991 E Camelback Rd Ste D300 · Scottsdale, AZ 85251 · (480) 659-8380 · Financial planningCRD 118857 · % of assets, Hourly charges, Fixed fees · $28.0 million AUMState registeredNo commissions reportedHeritage Family Offices, LLP9841 E Bell Rd, Suite 110 · Scottsdale, AZ 85260 · (602) 775-5400 · Financial planningCRD 323930 · % of assets, Fixed fees, Performance-based fees · $423.3 million AUMSEC registeredNo commissions reportedIntelligent Capitalworks16427 North Scottsdale Road, Suite 350 · Scottsdale, AZ 85254 · (480) 951-2900 · Financial planningCRD 135081 · % of assets, Hourly charges, Fixed fees · $376.6 million AUMSEC registeredNo commissions reportedInvest Smart USA, INC.7440 E Pinnacle Peak Road, Suite 144 · Scottsdale, AZ 85255 · (480) 389-0111 · Financial planningCRD 168135 · % of assets, Fixed fees · $45.3 million AUMState registeredNo commissions reportedIronwood Investment Counsel, LLC6263 N. Scottsdale Road, Suite 200 · Scottsdale, AZ 85250 · (480) 609-4700 · Financial planningCRD 110623 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedIronwood Wealth Advisors, LLC7047 E. Greenway Pkwy, Suite 250 · Scottsdale, AZ 85254 · (480) 473-3455 · Financial planningCRD 155276 · % of assets, Hourly charges, Fixed fees · $93.1 million AUMState registeredNo commissions reportedJanus Financial4250 N Drinkwater Blvd, Suite 300 · Scottsdale, AZ 85251 · (480) 826-4878 · Financial planningCRD 323940 · % of assets, Fixed fees · $33.9 million AUMState registeredNo commissions reportedJolley Wealth Management, LLC9375 E. Shea Blvd., Suite 100 · Scottsdale, AZ 85260 · (480) 661-7600 · Financial planningCRD 334209 · % of assets, Hourly charges · $1.6 million AUMState registeredNo commissions reportedJuncture Wealth Strategies, LLC8777 E. Via De Ventura, Suite 120 · Scottsdale, AZ 85258 · (480) 253-4100 · Financial planningCRD 298110 · % of assets, Fixed fees · $473.6 million AUMSEC registeredNo commissions reportedKarpinski Financial, LLC8020 East Gelding Drive, Suite 106 · Scottsdale, AZ 85260 · (480) 686-9743 · Financial planningCRD 153085 · % of assets, Hourly charges, Fixed fees · $83.6 million AUMState registeredNo commissions reportedKrozel Capital Management, LLC6424 E. Greenway Pkwy, Suite 100 · Scottsdale, AZ 85254 · (480) 702-2301 · Financial planningCRD 174813 · % of assets, Fixed fees · $9.5 million AUMState registeredNo commissions reportedLessard Wealth Management7337 E Doubletree Ranch Road, Suite 195 · Scottsdale, AZ 85258 · (480) 463-4528 · Financial planningCRD 305770 · % of assets, Hourly charges, Fixed fees · $38.6 million AUMState registeredNo commissions reportedLife Moves Wealth Management20715 N. Pima Road Suite 108 · Scottsdale, AZ 85255 · (602) 223-1801 · Financial planningCRD 321261 · % of assets, Hourly charges, Fixed fees · $15.5 million AUMState registeredNo commissions reportedLife Wise Planning Group LLC8700 East Vista Bonita Drive, Suite 216 · Scottsdale, AZ 85255 · (480) 661-4071 · Financial planningCRD 327236 · % of assets, Hourly charges, Fixed fees · $55.0 million AUMState registeredNo commissions reportedLuminescent Wealth Management, INC.16427 North Scottsdale Road, Suite 410 · Scottsdale, AZ 85254 · (602) 838-8870 · Financial planningCRD 337660 · % of assets, Hourly charges, Fixed fees · $127.4 million AUMSEC registeredNo commissions reportedLuminvest Wealth Management LLC9375 E Shea Blvd, Suite 100 · Scottsdale, AZ 85260 · (480) 300-0062 · Financial planningCRD 326261 · % of assets, Fixed fees · $398.0 million AUMSEC registeredNo commissions reportedMsh Capital Advisors LLC23350 N Pima Road · Scottsdale, AZ 85255 · (480) 563-2021 · Financial planningCRD 157835 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedMulholland Wealth Advisors, LLC4110 N. Scottsdale Rd., Ste. 125 · Scottsdale, AZ 85251 · (310) 272-8185 · Financial planningCRD 282408 · % of assets · $611.7 million AUMSEC registeredNo commissions reportedNext Up Wealth Advisors, LLC9375 E Shea Blvd., Suite 100 · Scottsdale, AZ 85260 · (480) 450-7407 · Financial planningCRD 342136 · % of assets, Hourly charges, Fixed fees · $100.2 million AUMSEC registeredNo commissions reportedO'Connor Capital Advisory, LLC5635 N Scottsdale Rd, Ste 170 · Scottsdale, AZ 85250 · (480) 729-6260 · Financial planningCRD 152687 · % of assets · $112.1 million AUMSEC registeredNo commissions reportedOcotillo Wealth Management LLC5635 N. Scottsdale Rd., Suite 170 · Scottsdale, AZ 85250 · (480) 729-6281 · Financial planningCRD 288438 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reportedOne Wealth Capital Management, LLC4900 North Scottsdale Road, Suite 4900 · Scottsdale, AZ 85251 · (855) 663-9584 · Financial planningCRD 331395 · % of assets, Hourly charges, Fixed fees · $306.8 million AUMSEC registeredNo commissions reportedOsaic Wealth, INC.18700 N. Hayden Road, Suite 255 · Scottsdale, AZ 85255 · (800) 821-5100 · Financial planningCRD 23131 · % of assets, Hourly charges, Fixed fees · $234.9 billion AUMSEC registeredNo commissions reportedPelleton Capital Management, LTD.13951 N Scottsdale Road, Suite 225, Suite 225 · Scottsdale, AZ 85254 · (480) 513-1830 · Financial planningCRD 117679 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedPinnacle Peak Private Client Group, LLC18867 N. Thompson Peak Parkway, Ste #225 · Scottsdale, AZ 85255 · (480) 771-4301 · Financial planningCRD 282003 · % of assets, Hourly charges, Fixed fees · $481.1 million AUMSEC registeredNo commissions reportedPinnacle Peak Wealth Management20715 N. Pima Road, Suite 108 · Scottsdale, AZ 85255 · (602) 510-3833 · Financial planningCRD 305316 · % of assets · $31.2 million AUMState registeredNo commissions reportedRadix Wealth16220 N Scottsdale Rd, Suite 300 · Scottsdale, AZ 85254 · (602) 837-4014 · Financial planningCRD 328329 · % of assets · $73.4 million AUMState registeredNo commissions reportedReleve Financial Group9375 E Shea Blvd, Suite 100 · Scottsdale, AZ 85260 · (612) 801-5440 · Financial planningCRD 285243 · % of assets, Fixed fees · $255.6 million AUMSEC registeredNo commissions reportedRetirement Income and Inheritance Advisors, LLC10446 N 74th St, Ste 220 · Scottsdale, AZ 85258 · (480) 556-7033 · Financial planningCRD 149560 · Hourly charges, Fixed feesState registeredNo commissions reportedSage Financial Advisors INC.8980 E. Raintree Drive, Suite 120 · Scottsdale, AZ 85260 · (480) 305-8060 · Financial planningCRD 116933 · % of assets, Hourly charges, Fixed fees · $270.3 million AUMSEC registeredNo commissions reportedSbc Investment Management, LLC7272 East Indian School Road, Suite 540 · Scottsdale, AZ 85251 · (602) 641-5996 · Financial planningCRD 308391 · % of assets, Fixed fees · $75.7 million AUMState registeredNo commissions reportedScottsdale Wealth Planning, INC.7033 E. Main Street, Suite 104 · Scottsdale, AZ 85251 · (480) 550-8555 · Financial planningCRD 169248 · % of assets, Fixed fees · $171.5 million AUMSEC registeredNo commissions reportedSensible Money, LLC4200 N Marshall Way, Suite 2 · Scottsdale, AZ 85251 · (480) 719-7290 · Financial planningCRD 158641 · % of assets, Fixed fees · $742.5 million AUMSEC registeredNo commissions reportedSierra Legacy Group6424 E. Greenway Parkway, Suite 100 · Scottsdale, AZ 85254 · (775) 322-4500 · Financial planningCRD 172113 · % of assets, Hourly charges, Fixed fees · $152.7 million AUMSEC registeredNo commissions reportedSix Sigma Wealth Advisors, LLC9375 East Shea Blvd., Suite 100 · Scottsdale, AZ 85260 · (480) 669-0069 · Financial planningCRD 290674 · % of assets, Hourly charges, Fixed fees · $5.8 million AUMState registeredNo commissions reportedStableford Capital LLC14648 N. Scottsdale Road, Suite 130 · Scottsdale, AZ 85254 · (480) 493-2300 · Financial planningCRD 173383 · % of assets, Hourly charges, Fixed fees · $305.3 million AUMSEC registeredNo commissions reportedStoker Ostler, a Part of Bmo Financial Group4900 N. Scottsdale Road, Suite 2600 · Scottsdale, AZ 85251 · (480) 890-8088 · Financial planningCRD 111320 · % of assets, Hourly charges, Fixed fees · $3.7 billion AUMSEC registeredNo commissions reportedSuttle Crossland Wealth Advisors, LLC20715 N Pima Road, Suite 108 · Scottsdale, AZ 85255 · (602) 834-3905 · Financial planningCRD 318700 · % of assets, Hourly charges, Fixed fees · $101.1 million AUMSEC registeredNo commissions reportedTaylor Frigon Capital Management LLC18835 N. Thompson Peak Pkwy, Suite C-200 · Scottsdale, AZ 85255 · (805) 226-0280 · Financial planningCRD 142617 · % of assets, Performance-based fees · $232.6 million AUMSEC registeredNo commissions reportedTaylor Frigon Family Office, LLC18835 N. Thompson Peak Pkwy, Suite C-200 · Scottsdale, AZ 85255 · (805) 226-0280 · Financial planningCRD 323249 · % of assets · $20.0 million AUMSEC registeredNo commissions reportedThe Getzen Group, INC.14362 N Frank Lloyd Wright Blvd, Ste 1000 · Scottsdale, AZ 85260 · (480) 998-8150 · Financial planningCRD 117700 · % of assets, Hourly charges, Fixed fees · $65.1 million AUMState registeredNo commissions reportedTitan Capital Management20715 N Pima Road, Suite 108 · Scottsdale, AZ 85255 · (209) 529-3089 · Financial planningCRD 319447 · % of assets, Fixed fees, Performance-based fees · $84.2 million AUMSEC registeredNo commissions reportedTotal Investment Management, INC.9383 East Bahia Drive, Suite 120 · Scottsdale, AZ 85260 · (480) 998-5735 · Financial planningCRD 108818 · % of assets, Subscription fees, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTrek Financial8355 East Hartford Drive, Suite 105 · Scottsdale, AZ 85255 · (480) 483-1510 · Financial planningCRD 109376 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedTushaus Wealth Management9141 E Hidden Spur Trail · Scottsdale, AZ 85255 · (480) 620-6560 · Financial planningCRD 314067 · % of assets, Fixed fees · $75.3 million AUMState registeredNo commissions reportedVerus Capital Partners, LLC8300 N Hayden Rd, Suite A207 · Scottsdale, AZ 85258 · (480) 990-3719 · Financial planningCRD 151568 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedVestpointe Wealth Management, LLC7373 E. Doubletree Ranch Rd., Suite 175 · Scottsdale, AZ 85258 · (602) 212-1040 · Financial planningCRD 132591 · % of assets, Hourly charges, Fixed fees · $165.8 million AUMSEC registeredNo commissions reportedVigilare Wealth Management LLC8585 East Hartford Drive, Suite 113 · Scottsdale, AZ 85255 · (480) 636-8292 · Financial planningCRD 157663 · % of assets · $330.9 million AUMSEC registeredNo commissions reportedWealth Engineering, LLC7373 E. Doubletree Ranch Rd., Suite 200 · Scottsdale, AZ 85258 · (480) 296-2042 · Financial planningCRD 128549 · % of assets, Hourly charges, Fixed fees · $171.0 million AUMSEC registeredNo commissions reportedWealth Management Solutions8550 E. Shea Boulevard, Suite 130 · Scottsdale, AZ 85260 · (480) 609-4334 · Financial planningCRD 127517 · % of assets, Hourly charges, Fixed fees · $172.6 million AUMSEC registeredNo commissions reportedWealthstone Private Wealth Management, LLC7014 E Camelback Rd., Suite B100a · Scottsdale, AZ 85251 · (480) 973-3560 · Financial planningCRD 329895 · % of assets, Fixed fees · $45.7 million AUMState registeredNo commissions reportedWitnauer Sloan & Associates LLC8777 E Via De Ventura, Suite 375 · Scottsdale, AZ 85258 · (602) 493-5930 · Financial planningCRD 113765 · % of assets, Hourly charges, Fixed fees · $56.6 million AUMState registeredNo commissions reportedWt Wealth Management, LLC20865 North 90th Place, Suite 105 · Scottsdale, AZ 85255 · (800) 825-0616 · Financial planningCRD 169566 · % of assets, Hourly charges, Other · $419.1 million AUMSEC registeredNo commissions reportedXcelsior Advisor Partners LLC14624 Scottsdale Rd, Suite 195 · Scottsdale, AZ 85254 · (480) 866-8616 · Financial planningCRD 334779 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedZenith Investment Management, LLC7702 E Doubletree Ranch Rd., Suite 300 · Scottsdale, AZ 85258 · (858) 716-8500 · Financial planningCRD 288565 · % of assets, Hourly charges, Fixed fees · $82.4 million AUMState registeredNo commissions reportedZenith Wealth Advisors4900 N. Scottsdale Road, Ste 1500 · Scottsdale, AZ 85251 · (480) 999-9900 · Financial planningCRD 318330 · % of assets, Hourly charges, Fixed fees · $328.3 million AUMSEC registeredNo commissions reported