Scottsdale Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scottsdale Wealth Advisory LLC provides discretionary and non‑discretionary asset management, comprehensive financial planning, and retirement‑plan consulting to individuals, high‑net‑worth clients, and employer‑sponsored retirement plans. The firm reports managing approximately $67.4 million across roughly 175 client relationships.
Investment management is model‑driven and implemented through the AssetMark platform and selected third‑party sub‑advisors, generally following a passive, long‑term buy‑and‑hold approach with occasional core‑and‑satellite active overlays tailored to each client’s investment policy statement. The firm documents client objectives, customizes models to risk tolerance and goals, and provides periodic (quarterly) account reviews and custodial reporting.
Distinctive aspects include a disclosed outside business activity in which the firm’s managing member is a licensed insurance agent and may offer commissionable insurance products, a practice that the brochure identifies and treats as a potential conflict of interest. The firm also provides ERISA pension consulting and can act as a 3(38) investment manager for qualified plans—services that are relatively uncommon for independent advisers of this size—and relies on platform and sub‑advisor arrangements rather than operating solely as a traditional solo practice.
Client services
Expertise
Fee options
$0+: up to 1.50% annually (negotiable) Not explicitly stated - Not explicitly stated: AssetMark Platform Fee: tiered, typically 0.30%-0.85% depending on manager and account type/size
Fee-only: Financial planning fixed fee of $1,500 payable upon delivery; fees may be waived if client uses portfolio management services
Main office
8501 N. Scottsdale Road, Suite 205
Paradise Valley AZ 85253
Advisors at this office
1
Most active in
Arizona · Colorado · Illinois · Ohio · Texas
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
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