Firm
Xcelsior Advisor Partners
Scottsdale, Arizona
Fee-only
Xcelsior Advisor Partners at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 25 employees and 1,450 individual clients, 131 of them high net worth.
- Its average account is about $529,000 (assets it manages divided by its 4,746 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | vistawealthmanagmentofscottsdale.com |
| Phone | (480) 866-8616 |
Xcelsior Advisor Partners fees
Xcelsior Advisor Partners 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 | $2.5 billion |
| Individual clients | 1,319 |
| High-net-worth clients | 131 |
| Accounts managed | 4,746 |
| Employees | 25 |
| Planning clients | 0 |
| Registered with | The SEC (801-132014) |
| Financial planning | Offered |
| Form ADV filed | September 27, 2026 |
| SEC record | CRD 334779 |