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

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Regulatory 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.

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Employment History
Current Registrations
Wt Wealth Management, LLC
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2020 - August 2020 · 0 mos
J.P. Morgan Securities LLC Broker
August 2020 - August 2020 · 0 mos
Charles Schwab & Co., INC.
June 2017 - June 2019 · 2 yrs
Charles Schwab & Co., INC. Broker
August 2015 - June 2019 · 3 yrs 10 mos
State Registrations4 states
AZCANEOR
Advisor
Exams
No exam information available for this advisor.