WealthBound Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,725,832
Clients
33
9% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
HighAverage account size
$82,601
About
WealthBound Advisors is a fee-only, independent advisory firm that works with individuals, high-net-worth individuals, and business owners, providing discretionary investment management and both ongoing and project-based financial planning. The firm serves a small client base and does not impose a formal account minimum, offering tailored planning and portfolio services to each client.
The firm constructs portfolios using asset-allocation principles and a mix of passive and active strategies, advising primarily on stocks, bonds, mutual funds, ETFs, and cash equivalents, and manages client accounts on a discretionary basis. It participates in the Altruist Model Marketplace and uses an institutional custodian platform to implement model and third-party portfolios, and it executes trades on individual accounts rather than through aggregated block trading.
Compared with peers, WealthBound Advisors is notable for its solo-advisor structure with modest assets under management and a branded planning program split into ongoing and project engagements, which are presented as distinct service offerings. The firm also discloses an institutional relationship with a specific digital custodian and model marketplace and states that its principal previously held insurance and broker-dealer licenses but no longer sells insurance products to clients.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Demographic focus
Young Professionals
Fee options
Project-Based Financial Planning fixed fees range from $1,500 to $4,500.
$0 - $1,000,000: 0.65% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.35%
Ongoing Financial Planning fees range from $200 to $750 per month, paid monthly in arrears.
Fee-only: Ongoing Financial Planning fees range from $200 to $750 per month, plus an initial fee up to $1,000 (negotiable and possibly waived). Project-Based Financial Planning fees range from $1,500 to $4,500 fixed fee.
Main office location
WealthBound Advisors
Scottsdale AZ, United States
Number of offices
1
Most active in
WealthBound Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")