Fee-OnlyFinder

Advisers in Surprise, AZ

5 advisers in Surprise — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)

All advisers

Burris Wealth Management, INC.15286 N 144th Ave · Surprise, AZ 85379 · (623) 776-5567 · Financial planningCRD 171049 · % of assets, Hourly charges · $11.6 million AUMState registeredNo commissions reportedDynamic Wealth Advisors14749 W. Mountain View Blvd., Suite 144 · Surprise, AZ 85374 · (623) 466-6060 · Financial planningCRD 169792 · % of assets, Hourly charges, Fixed fees · $193.3 million AUMSEC registeredNo commissions reportedHillspring Financial, INC.12213 W. Bell Road, Suite 209 · Surprise, AZ 85378 · (623) 583-6141 · Financial planningCRD 113938 · % of assets, Hourly charges, Fixed fees · $186.0 million AUMSEC registeredNo commissions reportedNet Worth Solutions LLC15331 W Bell Road, Suite 312 · Surprise, AZ 85374 · (480) 281-1577 · % of assets managedCRD 129704 · % of assets · $48.9 million AUMState registeredNo commissions reportedUniversal Wealth Management LLC15331 W Bell Road, Ste 318 · Surprise, AZ 85374 · (623) 323-2268 · % of assets managedCRD 333585 · % of assets · $28.0 million AUMState registeredNo commissions reported
Talking to advisers in Surprise? 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.