Firm
Attessa Capital
Tucson, Arizona
Fee-only
Attessa Capital at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 7 advisors are listed here; 2 of 7 hold the CFA.
- Its Form ADV reports 7 employees and 241 individual clients, 116 of them high net worth.
- Its average account is about $491,000 (assets it manages divided by its 699 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Tucson, Arizona |
|---|---|
| Website | attessacapital.com |
| [email protected] | |
| Phone | (520) 600-3064 |
Attessa Capital fees
Attessa Capital 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 |
|---|---|
| Assets managed | $344 million |
| Individual clients | 125 |
| High-net-worth clients | 116 |
| Accounts managed | 699 |
| Employees | 7 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-129457) |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 306827 |