WT Wealth Management

Financial Advisor in Coconino County, AZ

Firm Info
Address: 813 N Beaver St, Flagstaff, AZ 86001, USA
Phone: (928) 225-2474

Firm Size
Assets Under Management: $329.2 million
# of Advisors: 12
# of Clients: 2,325
Client to Advisor Ratio: 194:1
Average Account Size: $141,575
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Other

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Wt Wealth Management, LLC Overview

WT Wealth Management, LLC is a fee-only Registered Investment Advisory Firm that is headquartered in Scottsdale, AZ. Since its establishment in 2018, the firm has provided expert investment advice to its clients. As a fee-only firm, WT Wealth Management LLC does not earn commissions or other incentives from selling investment products. This ensures that its clients receive unbiased advice that is solely focused on their best interests. WT Wealth Management LLC specializes in providing financial planning and portfolio management services to individuals and small businesses. The firm’s investment advisors work closely with clients to develop customized investment strategies that are tailored to meet their financial objectives. The firm offers comprehensive pension consulting services that are designed to help clients develop retirement plans that are right for them. In addition to these services, the firm also publishes periodicals and newsletters that provide clients with up-to-date information on market trends and investment strategies. WT Wealth Management LLC offers educational seminars and workshops that are designed to help clients make informed investment decisions. These seminars cover a wide range of topics, including investment strategies, retirement planning, and risk management. By providing clients with the tools they need to make informed investment decisions, WT Wealth Management LLC aims to empower its clients to achieve their financial goals. Overall, the firm prides itself on helping clients achieve long-term financial success through strategic investment planning and expert advice.

WT Wealth Management, LLC caters to a diverse clientele, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other corporation types not listed. Each client is unique, and the firm provides personalized services tailored to meet their financial needs. Regarding fee structures, WT Wealth Management, LLC offers a range of options that vary depending on the service provided. One common structure is a percentage of assets under management (AUM), which is a fee based on a percentage of the total investment portfolio value. Another structure is hourly, where clients are charged based on the time spent on a particular service. Additionally, there are other types of fees clients may encounter, depending on the specific services they require. WT Wealth Management, LLC is committed to transparency and works closely with clients to ensure they understand all fees associated with the services provided.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, WT Wealth Management, LLC does not require a minimum account balance. The firm believes that every investor should have access to professional asset management services, regardless of their investment size.

How This Office Can Help Coconino County, AZ Residents

WT Wealth Management provides personalized financial planning services to clients in Coconino County, AZ. The firm works closely with individuals and families to gain a deep understanding of their unique financial situations and goals. With this information, WT Wealth Management develops customized investment strategies and provides ongoing support to help clients achieve their financial objectives. Coconino County is home to a diverse population, including college students, retirees, and families. As such, individuals living in Coconino County may face a variety of financial challenges, such as managing student loan debt, planning for retirement, or saving for children's education. WT Wealth Management is well-equipped to assist with these and other financial needs, providing clients with access to resources and expertise that can help them achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Wt Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Wt Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wt Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Other
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 813 N Beaver St, Flagstaff, AZ 86001, USA
Phone (928) 225-2474
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 7161 EAST RANCHO VISTA DRIVE, SUITE 112, SCOTTSDALE, AZ 85251, United States

This firm has no other locations.

State Registrations

Wt Wealth Management, LLC is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Florida
  • Georgia
  • Idaho
  • Louisiana
  • Nebraska
  • Nevada
  • New Hampshire
  • New York
  • North Carolina
  • Oregon
  • Texas
  • Utah
  • Washington

Disciplinary History

Wt Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs