Styra Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only financial planning and investment management primarily for individuals and high-net-worth households, offering both ongoing advisory relationships with discretionary portfolio management and limited-scope project-based planning. It also provides tax return preparation and participant-level pension consulting for held-away employer-sponsored plans, with non-investment consulting engagements offered separately to unaffiliated CPA firms.
Its investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and a combination of passive and active funds across equities, fixed income, ETFs, mutual funds, and cash to match clients’ risk tolerance and goals. The adviser typically implements portfolios on a discretionary basis when authorized, conducts periodic reviews (including annual account reviews), and provides educational, non-discretionary guidance for held-away retirement plan participants.
What is distinctive about the firm is its small, recently established, solo-practitioner structure combined with formal tax and CPA-focused services — including tax return preparation and consulting to CPA firms — which are uncommon among independent advisors. The principal’s formal tax credentials and emphasis on tax-aware planning, plus the provision of pension participant consulting rather than plan-level fiduciary services, differentiate the firm from many peers.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fees range from $2,000 to $12,000, negotiated and payable 50% in advance and 50% at conclusion.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Standard hourly rate of $300 for project-based financial planning and consulting with CPA firms.
Minimum fee: Annual minimum fee ranges from $3,600 to $30,000, based on complexity of client's financial situation, billed quarterly in advance with 3% annual increase. Fee-only: Fee-only firm compensated solely by clients for advisory services.
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Styra Wealth Management · Styra Wealth Management LLC
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.
Forms ADV
Quick links
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