Fee-OnlyFinder

Advisers in Scottsdale, AZ

129 advisers in Scottsdale — 129 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (102)Hourly fees (70)Flat / fixed fees (82)% of assets managed (126)Retirement plan consulting (46)

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Sl Capital20707 N Pima Rd, Ste 205 · Scottsdale, AZ 85255 · (480) 359-7092 · % of assets managedCRD 328450 · % of assets · $230.3 million AUMSEC registeredNo commissions reportedSpahn Wealth & Retirement LLC4310 North 75th Street · Scottsdale, AZ 85251 · (602) 730-6114 · % of assets managedCRD 285932 · % of assets · $181.4 million AUMSEC registeredNo commissions reportedSpirit West Advisors, LLC5011 N. Granite Reef Road · Scottsdale, AZ 85250 · (480) 306-7823 · % of assets managedCRD 285314 · % of assets · $111.1 million AUMSEC 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 reportedSun Valley Advisory17851 N 85th St, Suite 270 · Scottsdale, AZ 85255 · (480) 579-3954 · % of assets managedCRD 330092 · % of assets · $79.5 million AUMState 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 reported
Titan 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 reportedTrajan Wealth, L.L.C.18700 North Hayden Road, Suite 470 · Scottsdale, AZ 85255 · (480) 990-3300 · % of assets managedCRD 158847 · % of assets, Performance-based fees · $2.6 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 reportedTrident Wealth Management, LLC9777 N. 91st Street, Suite C-103 · Scottsdale, AZ 85258 · (480) 346-1333 · % of assets managedCRD 142636 · % of assets · $5.6 million AUMState 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 reportedTwogood Financial Services, INC.14500 N Northsight Blvd, Suite 313 · Scottsdale, AZ 85260 · (480) 505-9801CRD 323812 · OtherState 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 reportedYour Investment Advisor6991 E Camelback Rd, Suite D-300 · Scottsdale, AZ 85251 · (602) 759-0229 · % of assets managedCRD 333179 · % of assets · $2.6 million AUMState 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
Talking to advisers in Scottsdale? 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.