Firm
Third Stanza Group
Cave Creek, Arizona
Fee-only
Third Stanza Group at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 1 individual clients.
- Its average account is about $38,000 (assets it manages divided by its 1 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Cave Creek, Arizona |
|---|---|
| Website | thirdstanzagroup.com |
| Phone | (480) 221-8798 |
Third Stanza Group fees
Third Stanza Group 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 | $0 million |
| Individual clients | 1 |
| Accounts managed | 1 |
| Employees | 2 |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 337630 |