Prescott, AZ Office

Narus Financial Partners is an SEC‑registered, team‑based adviser managing roughly $559 million for about 200 clients, primarily individuals and high‑net‑worth households, as well as trusts, estates and small businesses. The firm provides discretionary asset management, investment consulting, and written financial planning, generally charging percentage‑of‑assets fees and tailoring services to client objectives.

The investment process combines fundamental, qualitative, technical and quantitative analysis and employs both strategic and tactical asset‑allocation approaches; accounts can be managed on a discretionary or non‑discretionary basis depending on client preference. Narus also employs derivatives and borrowing in separately managed accounts — including option‑writing strategies and margin transactions — practices it notes are less common among peer team firms.

Distinctive operational features include the use of a third‑party platform for performance reporting and fee billing and an affiliation with an external law firm through the firm’s chief compliance officer, who maintains a separate legal practice and to whom clients may be referred (clients are not required to use recommended legal services). The firm recommends Fidelity as its custodian, allows client‑directed brokerage, and provides regular account reviews while leaving proxy voting to clients.