Fee-only adviser · Scottsdale, AZ
Wealth Management Solutions
Wealth Management Solutions is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Scottsdale, Arizona. On its latest Form ADV, filed May 14, 2026, it reports $173M in regulatory assets under management, 99 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 127517 · SEC file 801-122994 |
| Office | 8550 E. Shea Boulevard, Suite 130 Scottsdale, AZ 85260 |
| Phone | (480) 609-4334 |
| Website | www.findyourindependentadvisor.com/FindAdvisor |
| Regulatory assets under management | $173M |
| Individual clients | 46 non-high-net-worth, 53 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Scottsdale
- Verus Capital Partners, LLC $2.3B
- Xcelsior Advisor Partners LLC $2.5B
- Galvin, Gaustad & Stein, LLC $1.4B
- Able Financial Group, LLC $733M
- Arq Wealth Advisors, LLC $1.2B
- Ironwood Investment Counsel, LLC $1.8B
See all 78 fee-only advisers in Scottsdale →
Nearby
- Paradise Valley 1 firm
- Fountain Hills 2 firms
- Phoenix 49 firms
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- Carefree 2 firms
- Glendale 3 firms
- Mesa 9 firms
- Anthem 1 firm
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