Fee-only adviser · Scottsdale, AZ
Xcelsior Advisor Partners LLC
Xcelsior Advisor Partners LLC 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 November 5, 2026, it reports $2.5B in regulatory assets under management, 1,450 individual clients and 22 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 | 334779 · SEC file 801-132014 |
| Office | 14624 Scottsdale RD Suite 195 Scottsdale, AZ 85254 |
| Phone | (480) 866-8616 |
| Website | xcelsiorpartners.com |
| Regulatory assets under management | $2.5B |
| Individual clients | 1,319 non-high-net-worth, 131 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 25 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 5, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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
- Galvin, Gaustad & Stein, LLC $1.4B
- Able Financial Group, LLC $733M
- Arq Wealth Advisors, LLC $1.2B
- Ironwood Investment Counsel, LLC $1.8B
- Fortitude Family Office $1.3B
See all 78 fee-only advisers in Scottsdale →
Nearby
- Paradise Valley 1 firm
- Fountain Hills 2 firms
- Phoenix 49 firms
- Tempe 10 firms
- Carefree 2 firms
- Glendale 3 firms
- Mesa 9 firms
- Anthem 1 firm
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