WESTMARK WEALTH MANAGEMENT
Phoenix, AZ
AUM
$195.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
602-887-5179
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
86 advisers found
BLEDSOE ASSET MANAGEMENT, LLC
Phoenix, AZ
AUM
$189.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
602-595-2324
ARCWOOD FINANCIAL, LLC
Phoenix, AZ
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
602-726-6282
LILLIANO CAPITAL MANAGEMENT LLC
Phoenix, AZ
AUM
$167.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
480-678-0411
FARNAM FINANCIAL
Phoenix, AZ
AUM
$161.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(602) 603-4000
TRINITY CAPITAL ADVISER LLC
Phoenix, AZ
AUM
$157.6M
Wealth Mgmt
Team
66 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
480-374-5350
PROFOCUS INCORPORATED
Phoenix, AZ
AUM
$156.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-598-9960
WISE WEALTH PARTNERS, LLC
Phoenix, AZ
AUM
$153.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
480-866-0200
WISDOM WEALTH INVESTMENT ADVISORS LLC
Phoenix, AZ
AUM
$138.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(602) 494-4100
DOMASK WEALTH MANAGEMENT, LLC
Phoenix, AZ
AUM
$107.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(602) 374-3744
ASTEROZOA MANAGEMENT
Phoenix, AZ
AUM
$103.9M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-692-8461
STEWARDSHIP WEALTH ADVISORS
Phoenix, AZ
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
623-251-7282
POGSON & MATT WEALTH MANAGEMENT GROUP
Phoenix, AZ
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
480-334-2267
PROCESS DESIGN CAPITAL MANAGEMENT LLC
Phoenix, AZ
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(480) 386-0491
STEEL CANYON CAPITAL, LLC
Phoenix, AZ
AUM
$67.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
602-428-5251
MONTEBELLO AVENUE
Phoenix, AZ
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(602) 960-8576
EDM CAPITAL, LLC
Phoenix, AZ
AUM
$58.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
760-832-1642
SPRINGSTEEL INVESTMENT ADVISORS, LLC
Phoenix, AZ
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
480-269-9400
THE COLERIDGE GROUP LLC
Phoenix, AZ
AUM
$56.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
623-252-6661
ESSENTIAL INVESTING
Phoenix, AZ
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
(602) 529-8925
DISCIPLINED MONEY, LLC
Phoenix, AZ
AUM
$53.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges
6027345123
ENDEAVOR ADVISORS LLC
Phoenix, AZ
AUM
$42.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
480-550-8316
THE PLANNING ASSOCIATES, INC.
Phoenix, AZ
AUM
$32.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480.993.3757
TACTICAL TAX WEALTH MANAGEMENT
Phoenix, AZ
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-267-8817