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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
CALISI WEALTH MANAGEMENT
Tempe, AZ
AUM
$74.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
480-277-0677
VORA WEALTH MANAGEMENT, PLLC
Flagstaff, AZ
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
928-526-8672
AUM
$74.3M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; DUE DILIGENCE FEES
203-992-1100
ACRYLIC FINANCIAL, INC.
Fountain Hills, AZ
AUM
$73.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
833-422-7954
RADIX WEALTH
Scottsdale, AZ
AUM
$73.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
602-837-4014
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
HAWS FINANCIAL PLANNING LLC
Sierra Vista, AZ
AUM
$68.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(520) 843-1559
FIFR
AZ
AUM
$68.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Fixed fees
818-605-4900
SCOTTSDALE WEALTH ADVISORY LLC
Paradise Valley, AZ
AUM
$67.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-247-9090
AZ LEGACY WEALTH LLC
Glendale, AZ
AUM
$65.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
623-933-3442
AUM
$65.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 810-5410
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
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
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
FOUR PEAKS PLANNING AND INVESTMENTS LLC
Gilbert, AZ
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
480-553-7710
MONTEBELLO AVENUE
Phoenix, AZ
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(602) 960-8576
MCBEE ADVISORS, INC.
Glendale, AZ
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
623-500-2385
EDM CAPITAL, LLC
Phoenix, AZ
AUM
$58.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
760-832-1642
FLEMING FINANCIAL SERVICES
Mesa, AZ
AUM
$58.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
480-632-8770
EMBARK WEALTH MANAGEMENT, LLC
Tempe, AZ
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(888) 433-8881
SPRINGSTEEL INVESTMENT ADVISORS, LLC
Phoenix, AZ
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
480-269-9400
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