Fee-OnlyFinder

% of assets managed in Tucson, AZ

41 advisers in Tucson offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 41

Agave Wealth Advisors4775 E Camp Lowell Dr · Tucson, AZ 85712 · (520) 226-0082 · Flat / fixed feesCRD 299139 · % of assets, Fixed fees · $33.0 million AUMState registeredNo commissions reportedAio Financial, LLC2531 E Richards Pl · Tucson, AZ 85716 · (520) 325-0769 · Financial planningCRD 114030 · % of assets, Hourly charges, Fixed fees · $199.2 million AUMSEC registeredNo commissions reportedAllied Portfolio Management, INC.5987 E. Grant Road · Tucson, AZ 85712 · (520) 296-1035 · Financial planningCRD 113809 · % of assets · $240.2 million AUMSEC registeredNo commissions reportedAnnecy LLC2813 E. Broadway Blvd. · Tucson, AZ 85716 · (520) 589-7000 · Financial planningCRD 169464 · % of assets, Hourly charges, Fixed fees · $15,784 AUMState registeredNo commissions reportedAttessa Capital LLC3900 E Via Palomita · Tucson, AZ 85718 · (520) 600-3064 · Financial planningCRD 306827 · % of assets, Other · $343.5 million AUMSEC registeredNo commissions reportedCambridge Financial Group, LLC6700 N. Oracle Rd., Suite 324 · Tucson, AZ 85704 · (520) 531-0550 · Financial planningCRD 117428 · % of assets, Fixed fees, Other · $645.8 million AUMSEC registeredNo commissions reportedCapital West Partners, LLC6842 E. Tanque Verde Road, Suite C · Tucson, AZ 85715 · (520) 296-9803 · Financial planningCRD 130762 · % of assets, Hourly charges, Fixed fees · $300.0 million AUMSEC registeredNo commissions reportedClout INC. Advisors4890 E Scarlett St · Tucson, AZ 85711 · (520) 745-0755 · Financial planningCRD 153396 · % of assets · $8.0 million AUMState registeredNo commissions reportedDavis Selected Advisers LP3600 E. Hemisphere Loop · Tucson, AZ 85706 · (800) 279-2279 · % of assets managedCRD 108674 · % of assets · $30.1 billion AUMSEC registeredNo commissions reportedFinancial Directions LLC1228 East Prince Road · Tucson, AZ 85719 · (520) 408-7777 · Flat / fixed feesCRD 108475 · % of assets, Fixed fees · $737.8 million AUMSEC registeredNo commissions reported
Forthright Finances LLC1718 E Speedway Blvd, #4125 · Tucson, AZ 85719 · (424) 258-4460 · Financial planningCRD 300569 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedFortress Financial Solutions, LLC4640 East Sunrise Drive, Suite 211 · Tucson, AZ 85718 · (520) 751-8600 · Financial planningCRD 143969 · % of assets, Hourly charges, Fixed fees · $142.0 million AUMSEC registeredNo commissions reportedGordian Advisors, LLC2200 E. River Rd., Ste. 109 · Tucson, AZ 85718 · (520) 615-2779 · Financial planningCRD 121362 · % of assets, Hourly charges, Fixed fees · $265.2 million AUMSEC registeredNo commissions reportedGr Financial Group, LLC4556 E Camp Lowell · Tucson, AZ 85712 · (520) 577-4711 · Financial planningCRD 172370 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedGreenberg Financial Group4511 N Campbell Ave #255 · Tucson, AZ 85718 · (520) 544-4909 · Financial planningCRD 38747 · % of assets, Fixed fees · $406.9 million AUMSEC registeredNo commissions reportedHawtree Advisory Group, LLC6069 E. Grant Road · Tucson, AZ 85712 · (520) 886-5161 · Financial planningCRD 124492 · % of assets, Hourly charges, Fixed fees · $33.6 million AUMState registeredNo commissions reportedIronwood Financial, LLC1926 E. Ft. Lowell Road, Suite 100 · Tucson, AZ 85719 · (520) 318-4600 · Financial planningCRD 151004 · % of assets · $662.5 million AUMSEC registeredNo commissions reportedJoseph Wright Investments7225 N. Oracle Road, #207 · Tucson, AZ 85704 · (520) 861-2970 · Financial planningCRD 166764 · % of assets, Performance-based fees · $4.1 million AUMState registeredNo commissions reportedKolo Capital319 W Simpson St # 210 · Tucson, AZ 85701 · (520) 222-7899 · Financial planningCRD 313683 · % of assets · $2.5 million AUMState registeredNo commissions reportedLazarow Wealth Management25 E University Blvd · Tucson, AZ 85705 · (520) 276-7700 · Financial planningCRD 286172 · % of assets, Hourly charges, Fixed fees · $14.9 million AUMState registeredNo commissions reportedLevin Funding Group LLC2200 East River Road, Suite 104 · Tucson, AZ 85718 · (520) 751-2000 · Financial planningCRD 170087 · % of assets, Hourly charges, Fixed fees · $215.4 million AUMSEC registeredNo commissions reportedLife Strategy Partners6340 N. Campbell Ave., Suite 270 · Tucson, AZ 85718 · (520) 222-9604 · Financial planningCRD 332925 · % of assets, Hourly charges, Fixed fees · $10.3 million AUMState registeredNo commissions reportedNova Financial Services1630 E River Rd, Suite 212 · Tucson, AZ 85718 · (520) 745-5555 · Financial planningCRD 150148 · % of assets, Hourly charges, Fixed fees · $469.4 million AUMSEC registeredNo commissions reportedPremiere Wealth Advisors, LLC1715 East Skyline Drive, Suite 101 · Tucson, AZ 85718 · (520) 780-9059 · Financial planningCRD 294893 · % of assets · $50.0 million AUMState registeredNo commissions reportedRetirement Evolutions Wealth Management LLC4578 N First Av. Suite 120 · Tucson, AZ 85718 · (520) 399-6340 · Financial planningCRD 146931 · % of assets, Hourly charges, Fixed fees · $89.6 million AUMState registeredNo commissions reportedRise Private Wealth Advisors3561 E Sunrise Drive, Suite 129 · Tucson, AZ 85718 · (520) 372-5700 · Financial planningCRD 309356 · % of assets, Hourly charges, Fixed fees · $62.9 million AUMState registeredNo commissions reportedRmh Investment Management, LLC3430 E Sunrise Drive, Suite 180 · Tucson, AZ 85718 · (520) 314-2300 · Financial planningCRD 148650 · % of assets · $98.0 million AUMState registeredNo commissions reportedSabino Investment Management, L.L.C.2448 E 6th Street · Tucson, AZ 85719 · (520) 233-7613 · Financial planningCRD 114024 · % of assets, Hourly charges · $12.7 million AUMState registeredNo commissions reportedSchulz Financial Group6849 N Oracle Rd,, Ste 175 · Tucson, AZ 85704 · (520) 495-2800 · Financial planningCRD 339660 · % of assets, Fixed fees · $114.9 million AUMSEC registeredNo commissions reportedSecure Investment Management, LLC3067 W. Ina Road, #125 · Tucson, AZ 85741 · (520) 333-4719 · Financial planningCRD 141195 · % of assets, Hourly charges · $42.9 million AUMSEC registeredNo commissions reportedSem Wealth Management7367 E. Tanque Verde Rd · Tucson, AZ 85715 · (520) 749-4580 · Financial planningCRD 112142 · % of assets · $933.5 million AUMSEC registeredNo commissions reportedShepherd Wealth & Retirement LLC6300 E. El Dorado Plaza, A200 · Tucson, AZ 85715 · (520) 325-1600 · Financial planningCRD 305645 · % of assets, Hourly charges, Fixed fees · $96.9 million AUMState registeredNo commissions reportedSilverman + Associates Wealth Management, LLC333 N. Wilmot Road, Suite 340 · Tucson, AZ 85711 · (520) 512-8832 · Financial planningCRD 157856 · % of assets, Fixed fees, Other · $101.4 million AUMState registeredNo commissions reportedSouthwest Investment Advisors, INC.7594 N La Cholla · Tucson, AZ 85741 · (520) 544-2500 · Financial planningCRD 312685 · % of assets, Hourly charges, Fixed fees · $386.9 million AUMSEC registeredNo commissions reportedSterling Investment Management, LLC6262 North Swan Rd., Suite 210 · Tucson, AZ 85718 · (520) 293-3311 · Financial planningCRD 112923 · % of assets, Hourly charges · $409.2 million AUMSEC registeredNo commissions reportedSunrise Wealth Management, LLC5151 E Broadway Blvd, Suite 1600 · Tucson, AZ 85711 · (520) 399-7477 · Financial planningCRD 120385 · % of assets, Hourly charges, Fixed fees · $23.7 million AUMState registeredNo commissions reportedTci Wealth Advisors, INC.4011 East Sunrise Drive · Tucson, AZ 85718 · (520) 733-1477 · Financial planningCRD 107373 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reportedTreiberg Wealth Management3573 East Sunrise Drive, Suite 115 · Tucson, AZ 85718 · (520) 232-0505 · Financial planningCRD 284140 · % of assets, Hourly charges, Fixed fees · $325.1 million AUMSEC registeredNo commissions reportedWealth Management Partners, LLC1980 E River Road, Suite 120 · Tucson, AZ 85718 · (520) 297-7999 · Financial planningCRD 309790 · % of assets, Hourly charges, Fixed fees · $793.5 million AUMSEC registeredNo commissions reportedWilkinson Wealth Management, LLC7411 E Tanque Verde · Tucson, AZ 85715 · (520) 777-1911 · Financial planningCRD 317741 · % of assets, Hourly charges, Fixed fees · $164.7 million AUMSEC registeredNo commissions reportedZeches Wealth Management2850 North Swan Road, Suite 100 · Tucson, AZ 85712 · (520) 326-6923 · Financial planningCRD 170279 · % of assets, Hourly charges, Fixed fees · $101.1 million AUMState registeredNo commissions reported