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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
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
AUM
$408K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
646-580-1448
KERNS LEGACY PLANNING
Phoenix, AZ
AUM
$277K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(602) 556-0962
KEATS, CONNELLY & ASSOCIATES, INC
Phoenix, AZ
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
602-955-5007
KINGHORN LAW | FINANCIAL
Tucson, AZ
AUM
—
Trusts & Estates
Team
3 advisors
Clients
—
Fees
Fixed fees; CO-ADVISOR FEES
(520) 529-4000
KRUEGER FINANCIAL
Phoenix, AZ
AUM
—
Financial PlanningTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Fixed fees
602-438-2199
RETIREMENT INCOME AND INHERITANCE ADVISORS, LLC
Scottsdale, AZ
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
480-556-7033
SAGE FINANCIAL ADVISORS INC.
Scottsdale, AZ
AUM
$270.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
480-305-8060
Full profileNo website
R.H. INVESTMENT GROUP, LLC
Scottsdale, AZ
AUM
$238.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
480-703-7872
Full profileNo website
AMPLIFY FINANCIAL, LLC
Scottsdale, AZ
AUM
$230.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
SUB-ADVISORY SERVICE
602-562-7800
Full profileNo website
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
480-998-7786
Full profileNo website
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-745-5010
Full profileNo website
AUM
$147.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
703-740-6870
Full profileNo website
AUM
$104.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; FINDER'S FEE BASED ON PERCENTAGE OF ASSETS UNDER MANAGEMENT
520-822-4709
Full profileNo website
ENSIGN ADVISORY PARTNERS LLC
Gilbert, AZ
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-626-5855
Full profileNo website
J.W. ADVISORS INC.
Phoenix, AZ
AUM
$96.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-216-6788
Full profileNo website
YOUNG CAPITAL MANAGEMENT INC
Fountain Hills, AZ
AUM
$85.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-837-7507
Full profileNo website
KARPINSKI FINANCIAL, LLC
Scottsdale, AZ
AUM
$83.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-686-9743
Full profileNo website
TEHRANI WEALTH MANAGEMENT, LLC
Phoenix, AZ
AUM
$82.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-466-3145
Full profileNo website
CANON ASSET MANAGEMENT ADVISORY, LLC
Paradise Valley, AZ
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
480-707-1266
Full profileNo website
FSG FINANCIAL SERVICES, INC.
Sun City, AZ
AUM
$52.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; REFERRAL FEES
623-561-2323
Full profileNo website
VM JONES FINANCIAL CONSULTING, L.L.C.
Gilbert, AZ
AUM
$50.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
4807566010
Full profileNo website