Radix Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Radix Wealth advises individuals — including high‑net‑worth clients — as well as trusts, estates, pension plans, nonprofits and corporations. The firm provides discretionary portfolio management, integrated financial planning (typically included with asset management), retirement rollover guidance, and access to direct indexing strategies through an unaffiliated sub‑adviser.
The firm describes a mixed analytical approach (fundamental, technical and cyclical) and implements long‑, short‑term and trading strategies as appropriate to client goals, with ongoing discretionary supervision and periodic rebalancing. Its brochure discloses use of derivatives (notably options and buffer ETFs) and discusses leverage and margin‑related risks, and it offers direct indexing via First Trust with separate asset‑based fees and an annual per‑account minimum.
Noteworthy for a small, two‑advisor firm managing roughly $73 million, Radix leverages a service relationship with NWAM to access institutional custodial platforms and operational support at Fidelity and Schwab. The firm is affiliated with insurance agencies and several advisory personnel maintain insurance licenses and may receive customary insurance commissions, a conflict that Radix discloses and addresses in its brochure.
Client services
Expertise
Fee options
$0 - $500,000: 0.95% $500,001+: 0.85%
Commission earned only from insurance product sales by licensed representatives; customary commissions apply.
Account minimum: $100,000 Minimum fee: $1,500 annual minimum per account for direct indexing fee charged by First Trust Advisors Fee-only: Investment management fees charged based on AUM; no commissions for advisory fees.
Main office
16220 N Scottsdale Rd, Suite 300
Scottsdale AZ 85254
Advisors at this office
2
Most active in
Alaska · Arizona · California · Texas · Washington
Also doing business as
Radix Wealth · Radix Wealth 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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Advisors at this firm
Timothy B
Series 63, Series 66
Scottsdale, AZ
Radix Wealth
Timothy Boyle is a financial advisor at Radix Wealth with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera Advisors and operated The Boyle Group, LLC, a holding company related to his previous advisory business. In addition to his advisory role, he is the managing member and sole owner of Boyle Group Insurance Services, a licensed insurance agency. Radix Wealth serves individuals, trusts, estates, pension plans, nonprofits, and corporations, offering discretionary portfolio management, integrated financial planning, and access to direct indexing strategies. The firm employs a mixed analytical investment approach and maintains ongoing discretionary supervision with periodic rebalancing.
Jennifer B
Series 65
Scottsdale, AZ
Radix Wealth
Jennifer Burke is a financial advisor at Radix Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Radix Wealth since 2023, following prior experience at TBG Financial, LLC and Sea Mar Community Health Centers. In addition to her advisory role, she owns Kierland Insurance Services, LLC, a licensed insurance agency. Radix Wealth serves individuals, including high-net-worth clients, as well as trusts, estates, pension plans, nonprofits, and corporations. The firm employs a mixed analytical investment approach and provides discretionary portfolio management alongside integrated financial planning and access to direct indexing strategies.
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