ECHELON PRIVATE WEALTH LLC
Scottsdale, AZ
AUM
$20.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
602-319-4735
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in AZ
400 advisers found
VISION FINANCIAL SERVICES, INC
Mesa, AZ
AUM
$20.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES
480-833-1553
TAYLOR FRIGON FAMILY OFFICE, LLC
Scottsdale, AZ
AUM
$20.0M
Financial PlanningWealth MgmtInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
805-226-0280
COX ADVISORS, LLC
Gilbert, AZ
AUM
$19.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
480-264-5170
ARETE FINANCIAL SOLUTIONS, LLC
Goodyear, AZ
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
623-505-7141
WEALTH GUARDIAN ADVISORY, PLLC
Gilbert, AZ
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
480-987-9951
W WEALTH ADVISORS
Gilbert, AZ
AUM
$17.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
4803345433
PUBLIC SAFETY FINANCIAL/GALLOWAY
Mesa, AZ
AUM
$17.9M
Financial PlanningWealth MgmtInstitutional
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
480-325-8668
TARASCIO FINANCIAL PLANNING, LLC
Mesa, AZ
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
503-995-3120
ME FINANCIAL, PLLC
Phoenix, AZ
AUM
$17.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-442-5816
OCOTILLO WEALTH MANAGEMENT LLC
Scottsdale, AZ
AUM
$15.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
480-729-6281
LIFE MOVES WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$15.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
602-223-1801
PRO TAX FINANCIAL SERVICES, LLC
Mesa, AZ
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
480-464-1040
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
AUM
$14.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
808-746-7774
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
ABILITY FIRST
Phoenix, AZ
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
410-336-6118
ARCHSTONE WEALTH ADVISORS, LLC
Chandler, AZ
AUM
$12.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480 605-1999
PELLETON CAPITAL MANAGEMENT, LTD.
Scottsdale, AZ
AUM
$12.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-513-1830
TORTOISE WEALTH MANAGEMENT
Tempe, AZ
AUM
$11.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-242-1553
FINANCIAL CONSULTING PROFESSIONALS, LLC
Scottsdale, AZ
AUM
$10.4M
Financial PlanningWealth MgmtRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
480-463-0842
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
KROZEL CAPITAL MANAGEMENT, LLC
Scottsdale, AZ
AUM
$9.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-702-2301
49TH PARALLEL WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
480-520-7770