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 works with individual and high-net-worth clients, offering discretionary and non‑discretionary portfolio management, comprehensive financial planning, and ERISA retirement-plan services including the ability to serve as a 3(38) investment manager. The firm manages roughly $63 million across about 173 client accounts and implements model-based portfolio management for client accounts. The firm’s investment approach is primarily passive and buy‑and‑hold, with a core‑and‑satellite overlay and model customization as appropriate, and it commonly operates with discretionary trading authority. Scottsdale Wealth Advisory uses sub‑advisors when appropriate and contracts with a third‑party service provider for model access and back‑office functions, while directing clients to a specified custodian for trade execution and reporting. Noteworthy distinctions include that the firm’s managing member is also a licensed insurance agent who spends less than half of his time on those activities and may offer insurance products for which he receives commissions — a conflict the brochure discloses and says is mitigated by firm procedures. The firm also discloses the use of external sub‑advisors and back‑office support, does not vote client proxies (clients receive and vote their own proxies), and does not impose a formal account minimum.

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.