BONNEMA WEALTH MANAGEMENT LLC
Scottsdale, AZ
AUM
$109.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-206-5081
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
182 advisers found
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
602-834-3905
IRONWOOD WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480.473.3455
3ROOTS WEALTH PARTNERS LLC
Scottsdale, AZ
AUM
$92.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-980-1525
BIG CEDAR INVESTMENT ADVISORS
Scottsdale, AZ
AUM
$92.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-477-3577
BRIDGE FINANCIAL STRATEGIES
Scottsdale, AZ
AUM
$89.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
480-378-2383
CPA ADVISORY SERVICES, P.C.
Scottsdale, AZ
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-860-1252
TITAN CAPITAL MANAGEMENT
Scottsdale, AZ
AUM
$84.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(209) 529-3089
ZENITH INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$82.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
858-716-8500
SUN VALLEY ADVISORY
Scottsdale, AZ
AUM
$79.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(480) 579-3954
BUSINE WEALTH
Scottsdale, AZ
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858.255.4274
SBC INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
602 641 5996
TUSHAUS WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$75.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-620-6560
RADIX WEALTH
Scottsdale, AZ
AUM
$73.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
602-837-4014
RESQ INVESTMENT PARTNERS, LLC
Scottsdale, AZ
AUM
$65.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
480-634-6980
THE GETZEN GROUP, INC.
Scottsdale, AZ
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-998-8150
NORTH SCOTTSDALE WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$63.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480 699 2545
WITNAUER SLOAN & ASSOCIATES LLC
Scottsdale, AZ
AUM
$56.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
602-493-5930
LIFE WISE PLANNING GROUP LLC
Scottsdale, AZ
AUM
$55.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-661-4071
FAIRPORT ADVISORS, INC.
Scottsdale, AZ
AUM
$54.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
480-247-6874
CHEVELON CAPITAL MANAGEMENT LLC
Scottsdale, AZ
AUM
$54.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-553-4125
EVOLVE WEALTH ADVISORS LP
Scottsdale, AZ
AUM
$53.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
602-805-5683
VIRTUA CAPITAL MANAGEMENT, LLC
Scottsdale, AZ
AUM
$52.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(800) 333-2358
BEDROCK INVESTMENT ADVISORS
Scottsdale, AZ
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-779-4183