# Financial advisors for charitable organizations in Phoenix, AZ

> AdvisorCensus lists 81 investment advisory firms with a principal office in the Phoenix metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/phoenix/for-charities/page/2

## At a glance

- Investment advisory firms: 81
- Registration: SEC-registered investment adviser: 61, State-registered investment adviser: 20
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 18 (22%); Percentage of assets 75 (93%); Hourly charges 47 (58%); Subscription fees (newsletter or periodical) 4 (5%); Fixed fees 53 (65%); Commissions 1 (1%); Performance-based fees 8 (10%); Other 12 (15%)
- Regulatory assets under management (Item 5.F): Under $25 million 5 (6%); $25 million to $100 million 10 (12%); $100 million to $500 million 36 (44%); $500 million to $1 billion 4 (5%); $1 billion to $5 billion 17 (21%); Over $5 billion 5 (6%); Not reported 4 (5%)
- Years registered: Under 5 years 22 (27%); 5 to 9 years 23 (28%); 10 to 19 years 20 (25%); 20 years or more 16 (20%)

## Firms (page 2 of 2, 51 to 81 of 81, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sage Financial Advisors Inc.](https://advisorcensus.com/firm/sage-financial-advisors-inc-scottsdale-az-116933) ([md](https://advisorcensus.com/firm/sage-financial-advisors-inc-scottsdale-az-116933.md)) | 116933 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee, Other |
| [Sensible Money, LLC](https://advisorcensus.com/firm/sensible-money-llc-scottsdale-az-158641) ([md](https://advisorcensus.com/firm/sensible-money-llc-scottsdale-az-158641.md)) | 158641 | Scottsdale, AZ | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [Seros Wealth Partners](https://advisorcensus.com/firm/seros-wealth-partners-gilbert-az-166808) ([md](https://advisorcensus.com/firm/seros-wealth-partners-gilbert-az-166808.md)) | 166808 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [SG Wealth Managers LLC](https://advisorcensus.com/firm/sg-wealth-managers-llc-scottsdale-az-310597) ([md](https://advisorcensus.com/firm/sg-wealth-managers-llc-scottsdale-az-310597.md)) | 310597 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Sharpepoint, LLC](https://advisorcensus.com/firm/sharpepoint-llc-phoenix-az-290719) ([md](https://advisorcensus.com/firm/sharpepoint-llc-phoenix-az-290719.md)) | 290719 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Springsteel Investment Advisors, LLC](https://advisorcensus.com/firm/springsteel-investment-advisors-llc-phoenix-az-166126) ([md](https://advisorcensus.com/firm/springsteel-investment-advisors-llc-phoenix-az-166126.md)) | 166126 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Stoker Ostler, a Part of BMO Financial Group](https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320) ([md](https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320.md)) | 111320 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Strategic Wealth Advisors, LLC](https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167) ([md](https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167.md)) | 114167 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Taylor Frigon Capital Management LLC](https://advisorcensus.com/firm/taylor-frigon-capital-management-llc-scottsdale-az-142617) ([md](https://advisorcensus.com/firm/taylor-frigon-capital-management-llc-scottsdale-az-142617.md)) | 142617 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Performance fee |
| [Tehrani Wealth Management, LLC](https://advisorcensus.com/firm/tehrani-wealth-management-llc-phoenix-az-155802) ([md](https://advisorcensus.com/firm/tehrani-wealth-management-llc-phoenix-az-155802.md)) | 155802 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [TFO Family Office Partners](https://advisorcensus.com/firm/tfo-family-office-partners-phoenix-az-159440) ([md](https://advisorcensus.com/firm/tfo-family-office-partners-phoenix-az-159440.md)) | 159440 | Phoenix, AZ | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [The Coleridge Group LLC](https://advisorcensus.com/firm/the-coleridge-group-llc-phoenix-az-108335) ([md](https://advisorcensus.com/firm/the-coleridge-group-llc-phoenix-az-108335.md)) | 108335 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 13 | Hourly, Fixed fee |
| [Treasure Investment Management, LLC](https://advisorcensus.com/firm/treasure-investment-management-llc-scottsdale-az-309258) ([md](https://advisorcensus.com/firm/treasure-investment-management-llc-scottsdale-az-309258.md)) | 309258 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Trek Financial](https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376) ([md](https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376.md)) | 109376 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Tribeca Financial, LLC](https://advisorcensus.com/firm/tribeca-financial-llc-mesa-az-113245) ([md](https://advisorcensus.com/firm/tribeca-financial-llc-mesa-az-113245.md)) | 113245 | Mesa, AZ | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Other |
| [Trondheim Capital, LLC](https://advisorcensus.com/firm/trondheim-capital-llc-scottsdale-az-152843) ([md](https://advisorcensus.com/firm/trondheim-capital-llc-scottsdale-az-152843.md)) | 152843 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Performance fee |
| [Tushaus Wealth Management](https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067) ([md](https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067.md)) | 314067 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Twogood Financial Services, Inc.](https://advisorcensus.com/firm/twogood-financial-services-inc-scottsdale-az-323812) ([md](https://advisorcensus.com/firm/twogood-financial-services-inc-scottsdale-az-323812.md)) | 323812 | Scottsdale, AZ | State-registered investment adviser | Not reported | 3 | Other |
| [United Planners' Financial Services of America a Limited Partner](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804) ([md](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804.md)) | 20804 | Scottsdale, AZ | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [Versant Capital Management, Inc.](https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692) ([md](https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692.md)) | 131692 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Verus Capital Partners, LLC](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568) ([md](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568.md)) | 151568 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Vigilare Wealth Management LLC](https://advisorcensus.com/firm/vigilare-wealth-management-llc-scottsdale-az-157663) ([md](https://advisorcensus.com/firm/vigilare-wealth-management-llc-scottsdale-az-157663.md)) | 157663 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [VM Jones Financial Consulting, L.L.C.](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678) ([md](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678.md)) | 110678 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Wall Capital Group, Inc.](https://advisorcensus.com/firm/wall-capital-group-inc-phoenix-az-105913) ([md](https://advisorcensus.com/firm/wall-capital-group-inc-phoenix-az-105913.md)) | 105913 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets, Fixed fee |
| [Watts Gwilliam & Company, LLC](https://advisorcensus.com/firm/watts-gwilliam-and-company-llc-gilbert-az-131458) ([md](https://advisorcensus.com/firm/watts-gwilliam-and-company-llc-gilbert-az-131458.md)) | 131458 | Gilbert, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee |
| [Wealth Resource Investment Advisors LLC](https://advisorcensus.com/firm/wealth-resource-investment-advisors-llc-mesa-az-300752) ([md](https://advisorcensus.com/firm/wealth-resource-investment-advisors-llc-mesa-az-300752.md)) | 300752 | Mesa, AZ | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Wilbert Guilford, CFP, PLLC](https://advisorcensus.com/firm/wilbert-guilford-cfp-pllc-phoenix-az-310846) ([md](https://advisorcensus.com/firm/wilbert-guilford-cfp-pllc-phoenix-az-310846.md)) | 310846 | Phoenix, AZ | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [Windsor Capital Management, LLC](https://advisorcensus.com/firm/windsor-capital-management-llc-phoenix-az-116593) ([md](https://advisorcensus.com/firm/windsor-capital-management-llc-phoenix-az-116593.md)) | 116593 | Phoenix, AZ | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly |
| [WJ Wealth Management](https://advisorcensus.com/firm/wj-wealth-management-glendale-az-170181) ([md](https://advisorcensus.com/firm/wj-wealth-management-glendale-az-170181.md)) | 170181 | Glendale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [WT Wealth Management, LLC](https://advisorcensus.com/firm/wt-wealth-management-llc-scottsdale-az-169566) ([md](https://advisorcensus.com/firm/wt-wealth-management-llc-scottsdale-az-169566.md)) | 169566 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Other |
| [Zenith Wealth Advisors](https://advisorcensus.com/firm/zenith-wealth-advisors-scottsdale-az-318330) ([md](https://advisorcensus.com/firm/zenith-wealth-advisors-scottsdale-az-318330.md)) | 318330 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/az/phoenix/for-charities.md

## Questions people ask

**Which financial advisors in Phoenix, AZ work with charitable organizations?**
81 investment advisory firms with a principal office in the Phoenix metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Phoenix, AZ?**
AdvisorCensus lists 463 investment advisory firms with a principal office in the Phoenix metro area, from Form ADV filings as of October 2026: 179 SEC-registered, 253 state-registered, and 31 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Phoenix, AZ?**
122 of the 463 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Phoenix, AZ offer financial planning?**
317 of the 432 firms in Phoenix, AZ that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Phoenix, AZ fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 122 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors for charitable organizations in Phoenix, AZ: 81 firms from Form ADV filings as of October 2026.