Think Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Think Wealth Advisory provides personalized financial planning and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, corporations, and charitable organizations, and also offers consulting on items such as REITs and variable annuities and hourly financial planning. As a small independent, solo practitioner it generally charges percentage‑of‑assets fees and focuses on portfolio management for individual clients.
The firm tailors portfolios to client objectives and risk tolerance and commonly uses solicitor arrangements with a third‑party sub‑advisor (Kingdom Financial/AE Wealth) that supplies back‑office support, Morningstar analysis, and trade execution, including the use of wrap‑fee account formats. It may recommend non‑traded REITs with scheduled quarterly reviews and states it will only select third‑party money managers that meet a $250 million minimum asset threshold.
Notable distinctions in the brochure include an affiliation with a licensed insurance agency (THINK Retirement, Inc.) through which the managing member conducts an insurance business and may receive commissions or override compensation on certain annuity products, and the firm’s reliance on AE Wealth’s trading team rather than executing trades directly. The brochure also discloses that the managing member produces a regular investment podcast and that, as of December 1, 2025, the firm reported $0 in assets under management and no advisory clients.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees, paid in two installments (half at commencement, half upon delivery). Exact fee depends on plan scope and is estimated before engagement.
$100,000 - $499,999: 0.95% $500,000 - $999,999: 0.85% $1,000,000+: 0.75%
$175 per hour for financial planning and consulting services.
Account minimum: $100,000 Fee-only: Hourly financial planning fee at $175 per hour. Flat fees for financial planning (amount varies per plan, estimated prior to service). $35 per quarter administrative fee for clients requiring regular income.
Main office
16220 N. Scottsdale Rd., Suite 300
Scottsdale AZ 85254
Advisors at this office
1
Most active in
Arizona
Also doing business as
Iq Wealth Advisory, LLC · Iq Wealth Management · Lincoln Financial Advisory Group, LLC · Lincoln Tax Advisory Group, LLC · Think Wealth Advisory, 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 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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