Firm
Arista Wealth Management
Scottsdale, Arizona
Fee-only
Arista Wealth Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 17 employees and 377 individual clients, 161 of them high net worth.
- Its average account is about $607,000 (assets it manages divided by its 1,979 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | altruistwealthmanagement.com |
| [email protected] | |
| Phone | (702) 309-9970 |
Arista Wealth Management fees
Arista Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 216 |
| High-net-worth clients | 161 |
| Accounts managed | 1,979 |
| Employees | 17 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-78190) |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 141504 |