LANE BROTHERS INVESTMENT COUNSEL
Prescott, AZ
AUM
$240.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
928-776-8870
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ, PRESCOTT
5 advisers found
MONTOYA WEALTH MANAGEMENT
Prescott, AZ
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
928-778-2370
PRESCOTT INVESTOR SERVICES, INC.
Prescott, AZ
AUM
$60.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
928-717-2000
YAVAPAI FINANCIAL PLANNING, L.L.C.
Prescott, AZ
AUM
$47.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
928-445-7238
VICTORY WEALTH SERVICES, LLC
Prescott, AZ
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
928-778-1050