Alan Norris
Norris Wealth Management · Phoenix, Arizona
Alan Norris is a fee-only financial advisor at Norris Wealth Management in Phoenix, Arizona, who holds the CFP credential. Norris Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Norris Wealth Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $19.0M across 34 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 1786901 |
| Exams passed | Series 63 (1988) · Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.norriswealthmanagement.com |
How Alan's firm compares
- Norris Wealth Management's average account is about $560,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Alan
Is Alan Norris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Norris Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Norris Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alan Norris based?
Alan Norris is based in Phoenix, Arizona.
What credentials does Alan Norris hold?
Alan Norris holds the CFP credential.
Is Alan Norris registered with the SEC?
Yes. Alan Norris is registered as an investment adviser representative in AZ and TX (CRD 1786901), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Norris Wealth Management manage?
Norris Wealth Management reports $19.0M across 34 accounts in assets under management.
How do I contact Alan Norris?
Through Alan's website, www.norriswealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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