Wealth Engineering, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Engineering is a fee-only investment management and financial planning firm that provides ongoing discretionary portfolio management and financial planning to individuals, families, retirement plans, trusts, and estates. As of December 31, 2025 the firm reported approximately $170.96 million in discretionary assets across roughly 56 client relationships and offers an initial exploratory meeting at no charge.
The firm’s investment process emphasizes macroeconomic fundamental analysis and a strategic asset allocation approach, favoring broad-based index and passively managed mutual funds and ETFs with periodic rebalancing and regular monitoring. Recommendations are documented in a written Recommendation Letter and implemented under discretionary authority, and the firm incorporates tax-aware activities such as tax-loss harvesting and year‑end tax evaluations into ongoing management.
Compared with many peers, Wealth Engineering operates with a relatively large asset base for its client count and integrates detailed planning support—realized gain/loss reports for tax returns, required minimum distribution planning, and annual net worth calculations—into advisory relationships. The firm maintains a strict fee-only model with no commissions or referral compensation, discloses use of third-party bond brokers for separate-issue municipal bonds (while not receiving their commissions), and reserves limited hourly billing for uncommon, extraordinary non-investment events.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.85% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
$400 per hour for extraordinary financial planning or non-investment services with client approval
Account minimum: $2,000,000 Minimum fee: $17,000 annually or $4,250 per quarter Fee-only: Fee-only investment management and financial planning; no commissions or finder fees accepted.
Main office
7373 E. Doubletree Ranch Rd., Suite 200
Scottsdale AZ 85258
Advisors at this office
1
Most active in
Arizona · California · Texas
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.
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