Your Investment Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Your Investment Advisor provides discretionary portfolio management to individuals and trusts, managing $2,639,366 across 14 client accounts as of January 2, 2026. Services focus on constructing and maintaining asset-allocation-based portfolios using equities, fixed income, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents, with an account minimum of $25,000 (waivers available).
The firm’s investment process combines a strategic/passive framework and modern portfolio theory—favoring index funds and ETFs and periodic rebalancing—with complementary fundamental security analysis and top-down macroeconomic assessment to guide sector and security selection. It does not advise on options or margin, operates on a discretionary basis, and conducts reviews generally on a quarterly cadence.
Distinctive aspects include the firm’s small scale and recent formation, which result in individualized trade execution without aggregation across multiple client accounts. The principal maintains full-time external employment in the aerospace and defense industry (about 40 hours per week), the firm does not accept proxy-voting authority, does not receive soft-dollar benefits, and does not provide written performance reports to clients.
Client services
Expertise
Fee options
0.5% annually
Account minimum: $25,000
Main office
6991 E Camelback Rd, Suite D 300
Scottsdale AZ 85251
Advisors at this office
1
Most active in
Arizona
Also doing business as
Your Investment Advisor · Your Investment Advisor 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 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.
Forms ADV
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