AUM
$127.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-500-9055
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
GPS INVESTMENTS
Scottsdale, AZ
AUM
$127.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
602-558-1211
LUMINESCENT WEALTH MANAGEMENT, INC.
Scottsdale, AZ
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(602) 838-8870
AUM
$124.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
425-444-6715
AUM
$124.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(601) 718-0000
CSP FINANCIAL GROUP LLC
Scottsdale, AZ
AUM
$119.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
480-600-9626
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(303) 957-5685
NATWEALTH MANAGEMENT
Montreal, AZ
AUM
$115.0M
Wealth MgmtTrusts & Estates
Team
109 advisors
Clients
—
Fees
Percentage of AUM; PAYMENTS IN RESPECT OF RESEARCH SERVICES RECEIVED
833-946-1589
SCHULZ FINANCIAL GROUP
Tucson, AZ
AUM
$114.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(520) 495-2800
ALPHA FIDUCIARY
Scottsdale, AZ
AUM
$114.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-505-4033
FINANCIAL PLANNING FIRST, LLC
Tuscon, AZ
AUM
$113.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-314-1301
FORM PROSPERITY WEALTH ADVISORS, LLC
Chandler, AZ
AUM
$112.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-382-3676
O'CONNOR CAPITAL ADVISORY, LLC
Scottsdale, AZ
AUM
$112.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-729-6260
SPIRIT WEST ADVISORS, LLC
Scottsdale, AZ
AUM
$111.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
480-306-7823
AUM
$110.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
407-514-3180
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
AUM
$107.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
419-340-6462
DOMASK WEALTH MANAGEMENT, LLC
Phoenix, AZ
AUM
$107.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(602) 374-3744
CAPITAL STRATEGIES GROUP, LLC
Tempe, AZ
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-635-4050
REDEEM WEALTH MANAGEMENT
Gilbert, AZ
AUM
$101.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
480-680-7975
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
520-512-8832
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
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
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