JW
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
September 2023 - Present · 2 yrs 4 mos
State Registrations3 states
AZCAUT
Advisor
Exams
No exam information available for this advisor.