SCOTTSDALE WEALTH PLANNING, INC.

Overview

Scottsdale Wealth Planning, Inc. is an independent registered investment adviser formed for individual and family clients and registered with the SEC in 2018. The firm combines financial planning and discretionary portfolio management for high‑net‑worth individuals and small business owners, and also conducts insurance brokerage activities alongside its advisory practice. Its fee model includes asset‑based fees and fixed fees, reflecting a mix of ongoing portfolio relationships and project‑based planning engagements. Investment activity centers on pooled public funds and separately managed accounts for core allocations, while the firm supplements those exposures with third‑party alternative managers. Scottsdale Wealth Planning, Inc. does not identify as an active ESG investor and does not act as a capital allocator or pension consultant; rather, it relies on external managers for alternative strategies and on custodial partners to execute and hold client assets.

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Investments & Alternatives

Location & Offices