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Thunderbird Wealth Management, Inc.

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Client assets under management

$60,286,797

Clients

155

19% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

78

High

Average account size

$388,947

About

Thunderbird Wealth Management, Inc. is a small advisory firm serving individuals, high‑net‑worth clients, trusts, estates, and select institutional accounts, offering discretionary investment management and written financial planning. The firm manages client portfolios and implements investment recommendations on an ongoing basis while providing periodic reviews and reporting.

The firm employs a top‑down, tactical asset allocation process that combines fundamental and technical analysis and favors ETFs with selective individual equity exposure; it also uses a third‑party risk‑profiling tool (Nitrogen/Riskalyze) to quantify client risk tolerance. Thunderbird may recommend alternative investments (including private funds) when appropriate and will rebalance or adjust portfolios as needed; it also discloses that it may recommend borrowing in client accounts for certain non‑investment financing needs.

Notably, Thunderbird sponsors and manages its own wrap fee program, a structure that is relatively uncommon among peers and means the firm administers a bundled brokerage/management option for participating accounts. As a two‑advisor firm managing roughly $60.8 million in client assets, it combines that wrap sponsorship with access to alternative strategies and a legacy‑position policy, a combination less frequently seen among similarly sized supported advisers.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Concentrated stock management Wealth management

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Fee options

Percentage

$0 - .: Negotiable, up to a maximum of 1.00% annually

Other

Account minimum: $250,000 Fee-only: Investment management fees based on a percentage of assets under management, up to 1.00% annually, prorated and billed quarterly in advance.

Main office location

Thunderbird Wealth Management, Inc.

Buckeye AZ, United States

Number of offices

2

Most active in

Arizona · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Justin K

Series 63, Series 66

Peoria, AZ

Thunderbird Wealth Management, Inc.

Justin Krznarich is a financial advisor with Thunderbird Wealth Management, Inc. in Chino Valley, AZ, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at Thunderbird Wealth Management since 2018 and previously held roles at Securities America, Inc., PFG Advisors, and LPL Financial, LLC. Outside of his advisory work, he is involved in sales of personal protection and security services through Countrywide Security. Thunderbird Wealth Management provides discretionary investment management and integrated financial planning to individuals, trusts, estates, institutions, and employer-sponsored retirement plans. The firm employs a top-down, tactical investment approach using exchange-traded funds and selected securities, and offers both a proprietary wrap fee program and an automated investment option through Schwab’s Institutional Intelligent Portfolios platform.

Private / alternative investments Concentrated stock management Wealth management
user avatar

Phillip K

Series 63, Series 66

Buckeye, AZ

Thunderbird Wealth Management, Inc.

Phillip Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Securities America Inc. He serves as a board member of the Chino Valley Education Foundation, a nonprofit organization. Thunderbird Wealth Management provides discretionary investment management and integrated financial planning to individuals, trusts, estates, institutions, and employer-sponsored retirement plans. The firm employs a top-down, tactical investment approach and offers both a proprietary wrap fee program and an automated investment option through Schwab’s Institutional Intelligent Portfolios platform.

Private / alternative investments Concentrated stock management Wealth management
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