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Advisors for $500,000 to $1 million in Arizona

All 145 advisors

Advisors for $500,000 to $1 million in Arizona: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Stacy Culotta Freedom Family Office Mesa CFP Percentage of assets, Hourly
Stefanie Morgan NRG Wealth Management Oro Valley CFP Percentage of assets, Hourly
Bruce Williams Ironwood Investment Counsel Scottsdale CFA Percentage of assets
James Garber Process Design Capital Management Phoenix CFA Percentage of assets, Fixed fees
John Ellison Ironwood Investment Counsel Scottsdale CFA Percentage of assets
Laurie Bagley Strategic Wealth Advisors Scottsdale CFA Percentage of assets, Hourly
Richard Antonio Ironwood Investment Counsel Scottsdale CFA Percentage of assets
Adam Oliver Stone Island Financial Planning Scottsdale Not listed Percentage of assets, Hourly
Brett Adams Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
Calum Bashford Xcelsior Advisor Partners Scottsdale Not listed Percentage of assets, Hourly
Daniel Mora Ironwood Investment Counsel Scottsdale Not listed Percentage of assets
Darren Whitehurst Windsor Capital Management Phoenix Not listed Percentage of assets, Hourly
Devin Miller Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
Donald Laughlin Wiser Advisor Group Phoenix Not listed Percentage of assets, Fixed fees
Donald Peppler Windsor Capital Management Phoenix Not listed Percentage of assets, Hourly
Elizabeth Ottersberg Process Design Capital Management Phoenix Not listed Percentage of assets, Fixed fees
Erin O'Shea 17 Capital Partners Phoenix Not listed Percentage of assets, Fixed fees
Frederick Petrino Windsor Capital Management Phoenix Not listed Percentage of assets, Hourly
Jackson Peppler Windsor Capital Management Phoenix Not listed Percentage of assets, Hourly
Jacob Laws Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
James Chandler Xcelsior Advisor Partners Scottsdale Not listed Percentage of assets, Hourly
Jenna Biancavilla 17 Capital Partners Phoenix Not listed Percentage of assets, Fixed fees
Jessica Coleman Ironwood Investment Counsel Scottsdale Not listed Percentage of assets
Jessica Wilhite Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
Katherine Dow Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
Kortney Bamrick Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
Leonard Anderson LHA Capital Partners Scottsdale Not listed Percentage of assets
Mark Finelli Blue Square Asset Management Chandler Not listed Percentage of assets, Fixed fees
Mark Trumble Process Design Capital Management Phoenix Not listed Percentage of assets, Fixed fees
Matteo Curley Xcelsior Advisor Partners Scottsdale Not listed Percentage of assets, Hourly
Michael Christensen Sage Financial Advisors Scottsdale Not listed Percentage of assets, Hourly
Monica Salazar NRG Wealth Management Oro Valley Not listed Percentage of assets, Hourly
Paul Hermens Hermens Capital Management Scottsdale Not listed Percentage of assets, Hourly
Peter Fugger NRG Wealth Management Oro Valley Not listed Percentage of assets, Hourly
Quinlan Popham Continuum Advisory Phoenix Not listed Percentage of assets, Hourly
Roger Bracken Pinnacle Peak Wealth Management Scottsdale Not listed Percentage of assets
Roger Gokool Ironwood Investment Counsel Scottsdale Not listed Percentage of assets
Sean Balog Process Design Capital Management Phoenix Not listed Percentage of assets, Fixed fees
Seth Sas Redw Wealth Phoenix Not listed Percentage of assets, Hourly
Shyla Bassey 17 Capital Partners Phoenix Not listed Percentage of assets, Fixed fees
Stanley Reeg Xcelsior Advisor Partners Scottsdale Not listed Percentage of assets, Hourly
Steven Graham Allied Portfolio Management Tucson Not listed Percentage of assets
Teresa Milner 17 Capital Partners Phoenix Not listed Percentage of assets, Fixed fees
Thomas Brough Capital Trust Wealth Management Scottsdale Not listed Percentage of assets, Performance-based fees
William Christensen Sage Financial Advisors Scottsdale Not listed Percentage of assets, Hourly