Scenario Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scenario Wealth Management LLC provides investment advisory services to individuals, high-net-worth individuals, and other advisers, offering discretionary and non-discretionary asset management, standalone financial planning and consulting, and a multi-tier Virtual Family Office (VFO)/Scenario Stewardship program. Consulting services are charged on an hourly basis, while VFO and stewardship offerings are provided for fixed annual fees at different service levels.
The firm typically implements advice through model portfolios and documents client objectives and restrictions in an Investment Policy Statement, tailoring allocations to individual circumstances and managing accounts separately (including providing recommendations for held-away retirement accounts). Its analysis incorporates fundamental and technical methods and modern portfolio theory, and it may use options and other derivative instruments for hedging or portfolio management within separately managed accounts.
Distinctive aspects include the combination of hourly consulting and tiered fixed-fee VFO services alongside portfolio management for individuals, and the explicit use of derivatives in separately managed accounts — features that are relatively uncommon for recently registered firms of this type. The firm is newly registered in 2026, reports no assets under management as of the brochure date, and does not advise on or sponsor private pooled investment vehicles.
Client services
Expertise
Demographic focus
Fee options
$0 - $100,000: 1.50% $100,001 - $250,000: 1.35% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
$250 per hour for consulting services
Scenario Stewardship and VFO fixed annual fees: VFO Emerging $360 annually, VFO Foundation $1,500 annually, VFO Private $7,500 annually, VFO Executive starting at $15,000 annually
Fee-only: Fixed hourly rate of $250 per hour for consulting services; fixed annual fees for Scenario Stewardship and VFO services ranging from $360 to starting at $15,000 annually based on service level
Main office
16930 E Palisades Blvd
Fountain Hills AZ 85268-3731
Advisors at this office
1
Most active in
Arizona
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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