Scottsdale Wealth Planning, Inc.

Overview

Scottsdale Wealth Planning, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals and small businesses. The firm is organized as a corporation and is owner-operated. Its client base is individual and family-focused, and its compensation comes through a mix of percentage-of-AUM and fixed fees. Scottsdale Wealth Planning also operates as an insurance broker, indicating a role in insurance placement alongside its advisory services. The firm is not positioned as a multi-state or pension consultant adviser and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives