A complete list of active advisors currently associated with Scottsdale Wealth Planning, Inc.
Warmer can help you find a great advisor at Scottsdale Wealth Planning, Inc. or one who fits your needs even better.
Scottsdale Wealth Planning primarily serves individual and high‑net‑worth clients, offering discretionary investment management, financial planning, and retirement‑account advice. The firm manages approximately $171.5 million for about 79 clients and typically charges percentage‑of‑assets‑under‑management fees. The firm’s investment process emphasizes fundamental analysis and a largely long‑term orientation, building diversified portfolios from individual stocks and bonds, mutual funds, and ETFs and, where appropriate, employing options, REITs, MLPs, private funds, and other specialized instruments; it may retain legacy holdings for tax or portfolio‑fit reasons. Scottsdale Wealth Planning implements strategies on a discretionary basis and uses third‑party platforms and institutional custodian relationships to access sub‑advisers, trading, and reporting services. Noteworthy distinctions include that the firm’s principal is also a licensed insurance producer and implements insurance recommendations for commissions separate from advisory fees, which can create a potential conflict of interest (clients are not required to follow those recommendations). The firm and its principal were previously subject to a CFTC cease‑and‑desist order related to communications about a pooled commodities vehicle (including restitution of $338,000, a $169,000 civil monetary penalty, and a four‑year restriction on certain commodities activities); the firm also requires its representatives to utilize an Amplify platform that can involve additional platform and sub‑adviser fees.
To learn more about the advisors currently working at Scottsdale Wealth Planning, Inc., 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 |
|---|---|---|
Scottsdale, AZ
| 8
| |
Scottsdale, AZ
| 36
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")