THE COLERIDGE GROUP LLC
Phoenix, AZ
AUM
$56.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
623-252-6661
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
THE LINKOUS GROUP, LTD.
Fountain Hills, AZ
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-836-2326
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
DWYER FINANCIAL, LLC
Flagstaff, AZ
AUM
$53.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
928-774-7679
ESSENTIAL INVESTING
Phoenix, AZ
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
(602) 529-8925
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
DISCIPLINED MONEY, LLC
Phoenix, AZ
AUM
$53.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges
6027345123
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
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
YAVAPAI FINANCIAL PLANNING, L.L.C.
Prescott, AZ
AUM
$47.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
928-445-7238
FLEMING WEALTH STRATEGIES, LLC
Glendale, AZ
AUM
$46.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-265-9119
WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$45.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
480-973-3560
VICTORY WEALTH SERVICES, LLC
Prescott, AZ
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
928-778-1050
INVEST SMART USA, INC.
Scottsdale, AZ
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
480-389-0111
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
BURTON WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$43.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-629-8144
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
LIFESTYLE PLANNING, LLC
Chandler, AZ
AUM
$42.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(480) 637-7076
ENDEAVOR ADVISORS LLC
Phoenix, AZ
AUM
$42.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
480-550-8316
CAPITAL ASSET ADVISORS LLC.
Scottsdale, AZ
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
602-274-6432
QUANTUMVEST, INC.
Scottsdale, AZ
AUM
$41.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-237-4007
SG WEALTH MANAGERS LLC
Scottsdale, AZ
AUM
$41.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
480-597-1743