Firm
TCI Wealth Advisors, Inc.
Scottsdale, Arizona
Fee-only
TCI Wealth Advisors, Inc. 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 72 employees and 3,189 individual clients, 1,290 of them high net worth.
- Its average account is about $453,000 (assets it manages divided by its 11,863 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | tciwealth.com |
| [email protected] | |
| Phone | (480) 991-0401 |
TCI Wealth Advisors, Inc. fees
TCI Wealth Advisors, Inc. 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 | $5.4 billion |
| Individual clients | 1,899 |
| High-net-worth clients | 1,290 |
| Accounts managed | 11,863 |
| Employees | 72 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-37083) |
| Financial planning | Offered |
| Form ADV filed | August 27, 2026 |
| SEC record | CRD 107373 |