Firm
Aton Advisors
Marana, Arizona
Fee-only
Aton Advisors at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 2 employees and 72 individual clients, 37 of them high net worth.
- Its average account is about $416,000 (assets it manages divided by its 280 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Marana, Arizona |
|---|---|
| Website | atonadvisors.com |
| Phone | (303) 957-5685 |
Aton Advisors fees
Aton Advisors 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 | $116 million |
| Individual clients | 35 |
| High-net-worth clients | 37 |
| Accounts managed | 280 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135573) |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 154036 |