Preston Rhoades
Vista Cima Wealth Management · Surprise, Arizona
Preston Rhoades is a fee-only financial advisor at Vista Cima Wealth Management in Surprise, Arizona. Preston focuses on retirement planning. Vista Cima Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Vista Cima Wealth Management |
|---|---|
| Based in | Surprise, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $142.5M across 687 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7483221 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vistacima.com |
How Preston's firm compares
- Vista Cima Wealth Management's average account is about $207,000, from its Form ADV (assets managed divided by 687 accounts).
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Questions about Preston
Is Preston Rhoades a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Preston holds no broker registration, and Vista Cima Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Preston charge for financial advice?
Preston's firm, Vista Cima Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Preston Rhoades based?
Preston Rhoades is based in Surprise, Arizona.
What does Preston specialize in?
Preston's specialties include retirement planning.
Is Preston Rhoades registered with the SEC?
Yes. Preston Rhoades is registered as an investment adviser representative in AZ (CRD 7483221), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vista Cima Wealth Management manage?
Vista Cima Wealth Management reports $142.5M across 687 accounts in assets under management.
How do I contact Preston Rhoades?
Through Preston's website, www.vistacima.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
- Vista Cima 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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