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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
AUM
$11.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-681-1400
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
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
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
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
RIDGE CAPITAL ADVISORS, LLC
Oro Valley, AZ
AUM
$4.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADVICE
520-544-7607
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
BUSTAMANTE & CO
Phoenix, AZ
AUM
$3.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
480-980-5200
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
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