Agave Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning to individuals and to institutional clients, including pensions, profit‑sharing plans, trusts, estates and business entities. It primarily manages discretionary portfolios and reported approximately $33 million in discretionary assets across roughly 140 client relationships.
The firm uses a mix of fundamental, strategic (including Modern Portfolio Theory) and technical analysis to construct diversified portfolios that may include ETFs, mutual funds, individual equities, and fixed income, with daily monitoring and at least quarterly formal reviews. It generally recommends clients grant limited discretionary trading authority so it can implement portfolio adjustments in a timely manner and may employ active trading strategies when appropriate.
The firm is affiliated with an insurance agency and discloses that its adviser representatives are licensed to sell life insurance and fixed annuities; the brochure notes such insurance commissions can be a significant part of an adviser’s business and are disclosed to clients when recommended, a material conflict of interest to be aware of. It is also notable for serving institutional accounts (ERISA and similar plans) and for operating an affiliated agency that provides estate‑planning marketing and clerical support to attorneys, features that differentiate it from many similarly sized independent advisers.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.80% per year (0.20% per quarter) $2,000,000+: Negotiable
Insurance commissions earned by IA Reps for insurance products sold separately; advisory fees separate.
Account minimum: $50,000 Fee-only: Management fees based on tiered AUM schedule; no commissions from custodians; no other fee-only compensation mentioned explicitly.
Main office
4775 E Camp Lowell Dr
Tucson AZ 85712
Advisors at this office
1
Most active in
Arizona
Also doing business as
Agave Wealth Advisors · Mayfield Financial Group · Mayfield Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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