ME FINANCIAL, PLLC
Phoenix, AZ
AUM
$17.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-442-5816
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
86 advisers found
LGM CAPITAL MANAGEMENT LLC
Phoenix, AZ
AUM
$14.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
480-737-5103
ABILITY FIRST
Phoenix, AZ
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
410-336-6118
EBIS
Phoenix, AZ
AUM
$9.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
917-774-5199
JW HECHT WEALTH MANAGEMENT LLC
Phoenix, AZ
AUM
$6.1M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
602-266-7675
BUSTAMANTE & CO
Phoenix, AZ
AUM
$3.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
480-980-5200
AEGIS WEALTH PARTNERS, LLC
Phoenix, AZ
AUM
$926K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(480) 605-1965
KERNS LEGACY PLANNING
Phoenix, AZ
AUM
$277K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(602) 556-0962
ALPHATRUST ADVISORS
Phoenix, AZ
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(480) 681-0200
AQUIFER CAPITAL, LLC
Phoenix, AZ
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-714-8070
ARCADIA WEALTH LLC
Phoenix, AZ
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(602) 560-5638
COGNIS RETIREMENT GROUP LLC
Phoenix, AZ
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
480.364.7401
EXEMPLAR WEALTH ADVISORS, LLC
Phoenix, AZ
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(602) 695-0210
KEATS, CONNELLY & ASSOCIATES, INC
Phoenix, AZ
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
602-955-5007
KRUEGER FINANCIAL
Phoenix, AZ
AUM
—
Financial PlanningTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Fixed fees
602-438-2199
MY FINANCIAL COACH PLANNING, LLC
Phoenix, AZ
AUM
—
Financial Planning
Team
7 employees
Clients
101-250
Fees
Fixed fees; MONTHLY SUBSCRIPTION SERVICES
650-302-7330
RELIANT INVESTMENT MANAGEMENT
Phoenix, AZ
AUM
$0
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
602-325-8447
WILBERT GUILFORD, CFP, PLLC
Phoenix, AZ
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
602-298-6373
J.W. ADVISORS INC.
Phoenix, AZ
AUM
$96.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-216-6788
Full profileNo website
TEHRANI WEALTH MANAGEMENT, LLC
Phoenix, AZ
AUM
$82.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-466-3145
Full profileNo website
FIRST FINANCIAL STRATEGIES INC
Phoenix, AZ
AUM
$13.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
602-230-7721
Full profileNo website