Wealth Management Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑based financial planning, education and both discretionary and non‑discretionary portfolio management primarily for individual clients, managing roughly $4.1 million across about 73 client accounts. It also facilitates management of held‑away defined contribution plan accounts through a third‑party platform and places clients with third‑party money managers when appropriate.
Investment advice is tailored to each client via documented investment policy statements, and the firm uses both fundamental and technical analysis while monitoring and rebalancing accounts at least quarterly. The adviser may accept trading discretion, hires sub‑advisors or third‑party managers to implement models and strategies, and reviews client accounts on a periodic and as‑needed basis.
What distinguishes the firm from many peers is its affiliation with an insurance business: the managing member sells insurance products and receives commissions, a relationship disclosed in the brochure and noted as a potential conflict of interest. The firm also routinely offers free public seminars and workshops for education and operates referral and sub‑advisor arrangements (including ongoing referral fees), practices that prospective clients should consider when evaluating recommendations.
Client services
Expertise
Fee options
Financial planning flat fees between $250 and $1,000.
$0 - $1,000,000: 1.25% annually Over $1,000,001+: 0.75% annually
$100 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Financial planning hourly fee of $100/hour; fixed fees range from $250 to $1,000 for financial planning services.
Main office
1166 E. Warner Rd, #202
Gilbert AZ 85296
Advisors at this office
1
Most active in
Arizona
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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