SUNRISE WEALTH MANAGEMENT, LLC
Tucson, AZ
AUM
$23.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-399-7477
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
VALHALLA ADVISORS LLC
Glendale, AZ
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-378-3046
MODERN WEALTH LLC
Chandler, AZ
AUM
$21.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(480) 269-2309
OVERSON ADVISORY GROUP
Mesa, AZ
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-776-3550
WEST COAST CAPITAL MANAGEMENT, LLC
Gilbert, AZ
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-460-3790
NABERS WEALTH LLC
Scottsdale, AZ
AUM
$21.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
480-401-1787
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
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
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
ALPHA FINANCIAL NORDIC
Fountain Hills, AZ
AUM
$12.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(480) 299 9025
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