A complete list of active advisors currently associated with Agave Wealth Advisors

Warmer can help you find a great advisor at Agave Wealth Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Agave Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nathan Frederico	Tucson, AZ	15

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