Tristen Sheffler
ARQ Wealth Advisors · Scottsdale, Arizona
Tristen Sheffler is a fee-only financial advisor at ARQ Wealth Advisors in Scottsdale, Arizona, who holds the CFP credential. Tristen focuses on retirement planning, tax planning and divorce financial planning. ARQ Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
- High earners
- Mid-life transitions
- HENRY (High Earners, Not Rich Yet)
- Multi-generational families
- Divorced individuals
- Tech employees
Facts
| Firm | ARQ Wealth Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.21B across 2,131 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 7138236 |
| Exams passed | Series 65 (2021) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.arqwealth.com |
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Questions about Tristen
Is Tristen Sheffler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tristen holds no broker registration, and ARQ Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tristen charge for financial advice?
Tristen's firm, ARQ Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tristen Sheffler based?
Tristen Sheffler is based in Scottsdale, Arizona.
What does Tristen specialize in?
Tristen's specialties include retirement planning, tax planning and divorce financial planning. Tristen works with founders, executives, physicians, retirees and pre-retirees.
What credentials does Tristen Sheffler hold?
Tristen Sheffler holds the CFP credential.
Is Tristen Sheffler registered with the SEC?
Yes. Tristen Sheffler is registered as an investment adviser representative in AZ (CRD 7138236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ARQ Wealth Advisors manage?
ARQ Wealth Advisors reports $1.21B across 2,131 accounts in assets under management.
How do I contact Tristen Sheffler?
Through Tristen's website, www.arqwealth.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
- ARQ Wealth Advisors 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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