Firm
Ridgeline Private Wealth
Mesa, Arizona
Fee-only
Ridgeline Private Wealth at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 185 individual clients, 60 of them high net worth.
- Its average account is about $276,000 (assets it manages divided by its 627 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Mesa, Arizona |
|---|---|
| Website | ridgelineprivatewealth.com |
| Phone | (480) 779-0127 |
Ridgeline Private Wealth fees
Ridgeline Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $173 million |
| Individual clients | 125 |
| High-net-worth clients | 60 |
| Accounts managed | 627 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-128531) |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 318258 |