Firm
SEM Wealth Management
Tucson, Arizona
Fee-only
SEM Wealth Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 8 advisors are listed here; 1 of 8 hold the CFA.
- Its Form ADV reports 11 employees and 1,980 individual clients, 260 of them high net worth.
- Its average account is about $230,000 (assets it manages divided by its 4,065 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Tucson, Arizona |
|---|---|
| Website | semwealth.com |
| Phone | (520) 749-4580 |
SEM Wealth Management fees
SEM 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 |
|---|---|
| Assets managed | $933 million |
| Individual clients | 1,720 |
| High-net-worth clients | 260 |
| Accounts managed | 4,065 |
| Employees | 11 |
| Planning clients | 0 |
| Registered with | The SEC (801-55690) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 112142 |