A complete list of active advisors currently associated with Scottsdale Wealth Advisory LLC

Warmer can help you find a great advisor at Scottsdale Wealth Advisory LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Scottsdale Wealth Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brent Matthew	Paradise Valley, AZ	21

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