Firm
Transition Financial Advisors Group
Gilbert, Arizona
Fee-only
Transition Financial Advisors Group at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 7 employees and 149 individual clients, 106 of them high net worth.
- Its average account is about $385,000 (assets it manages divided by its 781 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Gilbert, Arizona |
|---|---|
| Website | transitionfinancial.ca |
| Phone | (480) 722-9414 |
Transition Financial Advisors Group fees
Transition Financial Advisors 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $301 million |
| Individual clients | 43 |
| High-net-worth clients | 106 |
| Accounts managed | 781 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113459) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 116089 |