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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
127 clients
Average Client Portfolio
$460K average
Assets Under Management
$58.4M
Fee Structure
This document does not contain any fee information. It is a supplement to Scottsdale Wealth Advisory LLC's brochure, which contains the firm's fee schedule.
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Advisor Information
Office location
2801 East Camelback Road, Phoenix, AZ, 85016
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 →Other Business Activities
Todd helps his parents with commercial cleaning for office spaces a few hours per week. He also assists with property management for an Airbnb property, dedicating minimal time each month.
Employment History
Current Registrations
Scottsdale Wealth Advisory LLC
September 2025 - Present · 4 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
August 2024 - July 2025 · 11 mos
Stifel, Nicolaus & Company, Incorporated Broker
August 2024 - July 2025 · 11 mos
Northwestern Mutual Investment Services, LLC Broker
January 2023 - January 2024 · 1 yr
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.