AUM
$101.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
520-512-8832
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
51 advisers found
ZECHES WEALTH MANAGEMENT
Tucson, AZ
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(520) 326-6923
RMH INVESTMENT MANAGEMENT, LLC
Tucson, AZ
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
520-314-2300
SHEPHERD WEALTH & RETIREMENT LLC
Tucson, AZ
AUM
$96.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-325-1600
AUM
$89.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
520-399-6340
RISE PRIVATE WEALTH ADVISORS
Tucson, AZ
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-372-5700
PREMIERE WEALTH ADVISORS, LLC
Tucson, AZ
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
520-780-9059
ADVISOR SERVICES, INC.
Tucson, AZ
AUM
$44.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
520-615-9517
SECURE INVESTMENT MANAGEMENT, LLC
Tucson, AZ
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
20 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
520-333-4719
ELION FINANCIAL, LLC
Tucson, AZ
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
(520) 201-3689
HAWTREE ADVISORY GROUP, LLC
Tucson, AZ
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
520-886-5161
AGAVE WEALTH ADVISORS
Tucson, AZ
AUM
$33.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
520-226-0082
FORTHRIGHT FINANCES LLC
Tucson, AZ
AUM
$28.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
424-258-4460
SUNRISE WEALTH MANAGEMENT, LLC
Tucson, AZ
AUM
$23.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-399-7477
LAZAROW WEALTH MANAGEMENT
Tucson, AZ
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(520) 276-7700
SABINO INVESTMENT MANAGEMENT, L.L.C.
Tucson, AZ
AUM
$12.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(520) 233-7613
LIFE STRATEGY PARTNERS
Tucson, AZ
AUM
$10.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-222-9604
JOSEPH WRIGHT INVESTMENTS
Tucson, AZ
AUM
$4.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
520-861-2970
KOLO CAPITAL
Tucson, AZ
AUM
$2.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
520-222-7899
KINGHORN LAW | FINANCIAL
Tucson, AZ
AUM
—
Trusts & Estates
Team
3 advisors
Clients
—
Fees
Fixed fees; CO-ADVISOR FEES
(520) 529-4000
MICHAEL A. JANKY DBA MJ WEALTH PLANNING
Tucson, AZ
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; FEES RECEIVED FROM OTHER INVESTMENT ADVISORY FIRMS
520-585-4613
CLOUT INC. ADVISORS
Tucson, AZ
AUM
$8.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
520-745-0755
Full profileNo website
ALAMOS CAPITAL, LLC
Tucson, AZ
AUM
$1.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
520-664-2001
Full profileNo website