EBIS
Phoenix, AZ
AUM
$9.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
917-774-5199
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in AZ
400 advisers found
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
928-580-7650
PATEL WEALTH STRATEGIES, INC.
Chandler, AZ
AUM
$8.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
480-275-5219
EAST VALLEY WEALTH LLC
Gilbert, AZ
AUM
$8.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(480) 525-1839
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
Scottsdale, AZ
AUM
$8.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-452-5572
SUNSTREET SECURITIES, LLC
Avondale, AZ
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
800-823-1822
SIX SIGMA WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$5.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(480) 669-0069
AKKADIAN WEALTH LLC
Scottsdale, AZ
AUM
$5.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-757-4180
SKYMARK ADVISORS LLC
Sun City, AZ
AUM
$5.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
623-583-1040
MAZZELLA ESTATE & ASSET MANAGEMENT, LLC
Scottsdale, AZ
AUM
$4.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-868-2900
ESTATE & RETIREMENT STRATEGIES LLC
Tempe, AZ
AUM
$4.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
602-956-7171
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
WEALTH MANAGEMENT ADVISORS, LLC
Gilbert, AZ
AUM
$4.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
602-334-4428
KOLO CAPITAL
Tucson, AZ
AUM
$2.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
520-222-7899
212 WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$2.1M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-716-7066
JOLLEY WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$1.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-661-7600
AUM
$1.3M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(804) 201-4615
MAKARIOS INVESTMENTS INC
Sedona, AZ
AUM
$1.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
8888508455
AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC
Scottsdale, AZ
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
858-205-7651
OVERWATCH MANAGEMENT
Chandler, AZ
AUM
$1.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-565-6635
VIVERE WEALTH MANAGEMENT LLC
Chandler, AZ
AUM
$993K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
4804000598
AEGIS WEALTH PARTNERS, LLC
Phoenix, AZ
AUM
$926K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(480) 605-1965
VENTUM ADVISORS CORP.
Toronto, AZ
AUM
$355K
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
416-572-5523
KERNS LEGACY PLANNING
Phoenix, AZ
AUM
$277K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(602) 556-0962