FOUNDATIONS INVESTMENT ADVISORS LLC
Phoenix, AZ
AUM
$10.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
289 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-626-2979
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ, PHOENIX
57 advisers found
DYNAMIC
Phoenix, AZ
AUM
$5.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
65 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(877) 257-3840
SMEAD CAPITAL MANAGEMENT, INC.
Phoenix, AZ
AUM
$5.52B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
602-889-3660
TFO FAMILY OFFICE PARTNERS
Phoenix, AZ
AUM
$5.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
47 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
602-466-2611
PFG ADVISORS
Phoenix, AZ
AUM
$3.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
86 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(800) 405-8850
VERSANT CAPITAL MANAGEMENT, INC.
Phoenix, AZ
AUM
$1.81B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
602-635-3760
L. ROY PAPP & ASSOCIATES, LLP
Phoenix, AZ
AUM
$1.62B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
602-956-0980
AWM CAPITAL, LLC
Phoenix, AZ
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
28 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(323) 940-1339
BROOKWOOD INVESTMENT GROUP
Phoenix, AZ
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
22 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
4803514740
BRIDGEPORT FINANCIAL SOLUTIONS
Phoenix, AZ
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
877-411-2737
CLAREMONT CAPITAL MANAGEMENT, LLC
Phoenix, AZ
AUM
$843.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
602-560-8053
WINDSOR CAPITAL MANAGEMENT, LLC
Phoenix, AZ
AUM
$703.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-515-3514
AUM
$538.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
952-831-8243
EATON-CAMBRIDGE INC.
Phoenix, AZ
AUM
$480.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(480) 385-7399
STRATEGY FINANCIAL GROUP
Phoenix, AZ
AUM
$366.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
602-343-9301
WALL CAPITAL GROUP, INC.
Phoenix, AZ
AUM
$294.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
623-242-6332
TANDEM WEALTH ADVISORS
Phoenix, AZ
AUM
$261.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
602-297-8600
17 CAPITAL PARTNERS, LLC
Phoenix, AZ
AUM
$246.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(602) 718-1177
SHARPEPOINT, LLC
Phoenix, AZ
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-999-3033
INTRINSIC VALUE PARTNERS, LLC
Phoenix, AZ
AUM
$220.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(480) 522-2032
MATHIS WEALTH MANAGEMENT
Phoenix, AZ
AUM
$212.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
602-393-0501
WESTMARK WEALTH MANAGEMENT
Phoenix, AZ
AUM
$195.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
602-887-5179
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
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