Joseph McCabe
Vestpointe Wealth Management · Scottsdale, Arizona
Joseph McCabe is a fee-only financial advisor at Vestpointe Wealth Management in Scottsdale, Arizona, who holds the CFP credential. Joseph charges a percentage of assets and focuses on small business owners, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Vestpointe Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model | Percentage of assets |
| Assets under management | $165.8M across 423 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 4555127 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vestpointe.com |
| Profile |
How Joseph's firm compares
- Vestpointe Wealth Management's average account is about $392,000, from its Form ADV (assets managed divided by 423 accounts).
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Questions about Joseph
Is Joseph McCabe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Vestpointe Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets.
Where is Joseph McCabe based?
Joseph McCabe is based in Scottsdale, Arizona.
What does Joseph specialize in?
Joseph's specialties include small business owners, tax planning, estate & legacy planning and retirement planning.
What credentials does Joseph McCabe hold?
Joseph McCabe holds the CFP credential.
Is Joseph McCabe registered with the SEC?
Yes. Joseph McCabe is registered as an investment adviser representative in AZ (CRD 4555127), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vestpointe Wealth Management manage?
Vestpointe Wealth Management reports $165.8M across 423 accounts in assets under management.
How do I contact Joseph McCabe?
Through Joseph's website, www.vestpointe.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
- Vestpointe Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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