AlphaTrust Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AlphaTrust Advisors provides discretionary investment management and wealth-planning services to individuals, trusts, estates and businesses, managing client assets on a percentage-of-AUM basis and using model portfolios. The firm describes ongoing portfolio supervision, retirement-account advice, and occasional referrals to outside specialists as part of its service offering.
Investment decisions combine fundamental, technical and quantitative analysis and the firm primarily implements portfolios with ETFs, individual stocks, bonds and low‑cost mutual funds, while retaining the option to use options and alternative investments. The firm supplements its research and risk monitoring with third‑party artificial‑intelligence tools used as decision support and relies on model portfolios for portfolio construction with a generally long‑term focus.
Notable distinctions include formal affiliations with both an accounting/tax practice and an insurance agency, and senior firm personnel who also lead those affiliated businesses, which creates potential for cross‑referrals and commission‑based insurance sales in addition to advisory fees. The firm is a recently formed, small advisory team overseeing roughly $113 million for about 50 clients and offers wealth‑planning work on hourly, project, or subscription bases—features that set it apart from many peers.
Client services
Expertise
Fee options
Project-based fees for wealth planning agreed upon in advance.
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
Insurance commissions earned by Advisory Persons for selling insurance products, separate and in addition to advisory fees.
$520 per hour for wealth planning services.
Ongoing subscription fees for wealth planning services up to $36,000 annually.
Fee-only: Hourly fees $520 per hour; project-based fees agreed upon in advance; ongoing subscription fees up to $36,000 annually.
Main office
5141 North 40th Street, Ste 400
Phoenix AZ 85018
Advisors at this office
2
Most active in
Arizona · Texas
Also doing business as
Alphatrust Advisors · Alphatrust Advisory Group, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Jeffrey B
Series 63, Series 66
Phoenix, AZ
AlphaTrust Advisors
Jeffrey Burg is a financial advisor at AlphaTrust Advisors with 23 years of industry experience. He previously worked at Cambridge Investment Research Advisors and AIG Capital Services. Burg serves as president of the Aspiring Youth Academy, a nonprofit focused on youth development, and holds board positions with the Sun Devils and the Foundation for Financial Education. AlphaTrust Advisors offers discretionary investment management and wealth-planning services to individuals, trusts, estates, and businesses. The firm uses model portfolios combining fundamental, technical, and quantitative analysis primarily through ETFs, stocks, bonds, and mutual funds, and supplements research with artificial intelligence tools for decision support.
Adriana M
Series 63, Series 66
Phoenix, AZ
AlphaTrust Advisors
Adriana Mange is a financial advisor at AlphaTrust Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors and Wells Fargo Bank. She is also involved as a CPA and tax preparer with Alpha Trust Tax Services and works as an independent insurance agent for Alpha Trust Insurance Services. AlphaTrust Advisors provides discretionary investment management and wealth-planning services to individuals, trusts, estates, and businesses, using model portfolios that combine fundamental, technical, and quantitative analysis. The firm employs ETFs, stocks, bonds, and mutual funds, supported by AI tools for decision making, and distinguishes itself through affiliations with accounting and insurance practices alongside its advisory services.
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