Calum Bashford
Xcelsior Advisor Partners · Scottsdale, Arizona
Calum Bashford is a fee-only financial advisor at Xcelsior Advisor Partners in Scottsdale, Arizona. Xcelsior Advisor Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Xcelsior Advisor Partners |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.51B across 4,746 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7539024 |
| Exams passed | Series 63 (2023) · Series 66 (2024) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | vistawealthmanagmentofscottsdale.com |
| Profile |
How Calum's firm compares
- Xcelsior Advisor Partners's average account is about $529,000, from its Form ADV (assets managed divided by 4,746 accounts).
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Questions about Calum
Is Calum Bashford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Calum holds no broker registration, and Xcelsior Advisor Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Calum charge for financial advice?
Calum's firm, Xcelsior Advisor Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Calum Bashford based?
Calum Bashford is based in Scottsdale, Arizona.
Is Calum Bashford registered with the SEC?
Yes. Calum Bashford is registered as an investment adviser representative in CO (CRD 7539024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Xcelsior Advisor Partners manage?
Xcelsior Advisor Partners reports $2.51B across 4,746 accounts in assets under management.
How do I contact Calum Bashford?
Through Calum's website, vistawealthmanagmentofscottsdale.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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