Stanley Reeg
Xcelsior Advisor Partners · Scottsdale, Arizona
Stanley Reeg 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 IL, TX · CRD 1382954 |
| Exams passed | Series 63 (1985) · Series 65 (1995) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | vistawealthmanagmentofscottsdale.com |
How Stanley'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 Stanley
Is Stanley Reeg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stanley 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 Stanley charge for financial advice?
Stanley's firm, Xcelsior Advisor Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stanley Reeg based?
Stanley Reeg is based in Scottsdale, Arizona.
Is Stanley Reeg registered with the SEC?
Yes. Stanley Reeg is registered as an investment adviser representative in IL and TX (CRD 1382954), 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 Stanley Reeg?
Through Stanley'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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