JH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
1,168 clients
Average Client Portfolio
$330K average
Assets Under Management
$385.2M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$250 - $1,000
Hourly Rate:$150 - $250/hr
WT Wealth Management charges an annual investment management fee based on a percentage of assets under management, ranging from 0% to 2%. These fees are collected quarterly in advance. Financial planning services are offered on an hourly basis ($150-$250/hour) or ongoing subscription basis ($250-$1,000/quarter). Fees are negotiable based on assets and complexity.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningReal Estate Investing
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Advisor Information
Office location
20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wt Wealth Management, LLC
December 2013 - Present · 12 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2015 - February 2016 · 9 mos
Private Client Group
May 2014 - November 2014 · 6 mos
Bic Distributors, LLCBroker
September 2013 - September 2013 · 0 mos
Wt Wealth Management, LLC
June 2013 - December 2013 · 6 mos
Palo Verde Capital, LLC
December 2012 - April 2013 · 4 mos
Pvpe, LLC
May 2012 - December 2012 · 7 mos
Bic Distributors, LLCBroker
November 2011 - February 2012 · 3 mos
Ing Funds Distributor, LLCBroker
July 2000 - March 2008 · 7 yrs 8 mos
Transamerica Capital, INC.Broker
December 1999 - July 2000 · 7 mos
New England SecuritiesBroker
March 1999 - December 1999 · 9 mos
John Nuveen & Co., IncorporatedBroker
May 1998 - February 1999 · 9 mos
Pacific Mutual Distributors, INC.Broker
November 1997 - May 1998 · 6 mos
Smith Barney INC. Broker
February 1997 - October 1997 · 8 mos
Smith Barney INC. Broker
November 1994 - October 1996 · 1 yr 11 mos
Lew Lieberbaum & Co., INC.Broker
December 1993 - May 1994 · 5 mos
State Registrations12 states
AZCAFLGAIDNCNHNVNYORUTWA
Advisor
Exams
No exam information available for this advisor.