Bonnema Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bonnema Wealth Management provides discretionary investment management, written financial planning and retirement-plan advisory to high‑net‑worth individuals, families, trusts, estates and employer-sponsored retirement plans. Services include portfolio construction and ongoing monitoring, written plans and recommendations, and participant education and vendor review for retirement plans.
The firm builds broadly diversified, asset‑class portfolios grounded in Modern Portfolio Theory and factor research (including Fama‑French concepts), favoring passive vehicles and a multi‑fund approach with a noted use of Dimensional Fund Advisors (DFA) funds. Portfolios are reviewed at least quarterly and rebalanced as appropriate, and the firm may recommend or engage independent sub‑advisers to manage portions of client assets while retaining overall supervisory responsibility.
Compared with many peers, the firm manages a relatively large amount of assets across a modest number of client relationships, resulting in a higher asset‑per‑client profile than typical independent advisers; it also emphasizes access to institutional‑style DFA funds and academic factor frameworks. The firm provides ERISA fiduciary retirement plan advisory services, uses an integrated Schwab Advisor Services platform for reporting and administration, and leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
Financial planning flat fees up to $10,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$300 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning flat fees up to $10,000; hourly rate $300/hour
Main office
7373 E. Doubletree Ranch Rd, Suite 200
Scottsdale AZ 85258
Advisors at this office
1
Most active in
Arizona · California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)