Ensign Advisory Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$81,257,640
Clients
248
Advisors
4
of 4 employees
About
Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and business owners, and also acts as an adviser to ERISA retirement plan sponsors. The firm offers ongoing portfolio management on a discretionary or non‑discretionary basis, broad financial planning, and access to third‑party managers and platform solutions.
The firm documents client goals and constraints in an Investment Policy Statement and applies fundamental analysis and modern portfolio theory with a long‑term trading orientation, conducting regular monitoring and at least annual reviews. Implementation commonly uses third‑party platforms and model portfolios (including AssetMark, SEI, Orion/Brinker), with an emphasis on fair allocation of limited investment opportunities across client accounts.
Compared with many peers, Ensign is affiliated with insurance and accounting/marketing entities: it has ties to Ensign Insurance Partners and Ensign Partners, some advisory personnel are licensed insurance agents, and the firm uses Halo Securities to facilitate annuity business. These relationships result in additional compensation and marketing support from platform providers—conflicts the firm discloses and addresses in its policies—and the firm has recently applied for SEC registration and expanded services to include ERISA retirement plan consulting.
Client services
Expertise
Fee options
Financial planning fees $2,500 - $7,500, negotiable.
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Fee-only: Financial planning flat fee of $2,500 to $7,500, negotiable based on complexity and scope.
Main office
161 E. Rivulon Blvd, Suite 210
Gilbert AZ 85297
Advisors at this office
4
Most active in
Arizona · California · Texas · Utah · Washington
Also doing business as
Ensign Advisory Partners · Ensign Advisory Partners 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.
Advisors at this firm
Andres R
Series 63, Series 65, Series 66
Gilbert, AZ
Ensign Advisory Partners LLC
Andres Roodveldt is a financial advisor at Ensign Advisory Partners LLC with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including VB&T Wealth Management LLC and HTLF/Arizona Bank & Trust. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm employs a long-term approach based on fundamental analysis and modern portfolio theory, offering portfolio management and access to third-party managers and platform solutions.
Joshua K
Series 66
Gilbert, AZ
Ensign Advisory Partners LLC
Joshua Kehm is a financial advisor with Ensign Advisory Partners LLC in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OneAmerica Securities, J.W. Cole Advisors, and Gaylor Active Money Management. Outside of advisory work, Kehm is involved as a partner in a marketing organization for business owners, serves as an independent insurance agent, and holds roles with the Ensign Partners Foundation and the Gilbert Chamber of Commerce Finance Committee. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm utilizes fundamental analysis and modern portfolio theory with a long-term focus and offers portfolio management, financial planning, and access to third-party managers and platforms.
Gilbert G
CFP®, Series 63, Series 65
Gilbert, AZ
Ensign Advisory Partners LLC
Gilbert Gallahar Jr. is a CFP® professional with 12 years of industry experience, currently serving at Ensign Advisory Partners LLC. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and The Vanguard Group. Gallahar is involved in non-variable insurance activities associated with Prudential. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory within a long-term trading approach, offering portfolio management and access to third-party platforms and model portfolios.
James C
Series 63, Series 65
Gilbert, AZ
Ensign Advisory Partners LLC
James Coon is a financial advisor at Ensign Advisory Partners LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including Securities America, Inc. and PFG Advisors, LLC. Outside of his advisory role, he manages Freedom Cleaners LLC, a business management services company. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm emphasizes fundamental analysis and modern portfolio theory with a long-term focus, offering discretionary and non-discretionary portfolio management alongside access to third-party managers and platform solutions.
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