{ "path": "/advisors/az/phoenix", "url": "https://advisorcensus.com/advisors/az/phoenix/page/5", "page_type": "metro", "title": "Financial advisors in Phoenix, AZ", "filters": {}, "scope_total": 463, "faq": [ { "q": "How many financial advisory firms are there in Phoenix, AZ?", "a": "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." }, { "q": "How many fee-only financial advisors are in Phoenix, AZ?", "a": "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." }, { "q": "How many financial advisors in Phoenix, AZ offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Phoenix, AZ fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 463 investment advisory firms with a principal office in the Phoenix metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Phoenix has 463 investment advisory firms with a principal office in the metro area as of October 2026: 179 SEC-registered, 253 state-registered, and 31 exempt reporting advisers. 122 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 231 report under $100 million in regulatory assets under management. The metro area has 1,892,613 households, 257,884 of them with income of $200,000 or more, or 557 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Phoenix, AZ: 463 firms from Form ADV filings as of October 2026.", "total_firms": 463, "page": 5, "total_pages": 10, "sort": "name", "registration_types": { "sec": 179, "state": 253, "exempt": 31 }, "fee_model_mix": [ { "code": "fee-only", "count": 122 }, { "code": "percentage_of_aum", "count": 396 }, { "code": "hourly", "count": 214 }, { "code": "subscription", "count": 10 }, { "code": "fixed", "count": 247 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 44 }, { "code": "other", "count": 70 }, { "code": "not_reported", "count": 31 } ], "years_registered_distribution": [ { "code": "under_5", "count": 193 }, { "code": "5_to_9", "count": 110 }, { "code": "10_to_19", "count": 113 }, { "code": "20_plus", "count": 42 }, { "code": "not_reported", "count": 5 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 133 }, { "code": "25m_100m", "count": 98 }, { "code": "100m_500m", "count": 116 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 24 }, { "code": "over_5b", "count": 10 }, { "code": "not_reported", "count": 68 } ], "firms": [ { "crd_number": 316167, "name": "Investedge Planning", "name_as_filed": "INVESTEDGE PLANNING", "url": "https://advisorcensus.com/firm/investedge-planning-peoria-az-316167", "city": "Peoria", "state": "AZ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110623, "name": "Ironwood Investment Counsel, LLC", "name_as_filed": "IRONWOOD INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/ironwood-investment-counsel-llc-scottsdale-az-110623", "city": "Scottsdale", "state": "AZ", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155276, "name": "Ironwood Wealth Advisors, LLC", "name_as_filed": "IRONWOOD WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ironwood-wealth-advisors-llc-scottsdale-az-155276", "city": "Scottsdale", "state": "AZ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 200511, "name": "Ironwood Wealth Management, LLC", "name_as_filed": "IRONWOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ironwood-wealth-management-llc-chandler-az-200511", "city": "Chandler", "state": "AZ", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113883, "name": "J.W. Advisors Inc.", "name_as_filed": "J.W. ADVISORS INC.", "url": "https://advisorcensus.com/firm/j-w-advisors-inc-phoenix-az-113883", "city": "Phoenix", "state": "AZ", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339432, "name": "Jain Wealthonomics", "name_as_filed": "JAIN WEALTHONOMICS", "url": "https://advisorcensus.com/firm/jain-wealthonomics-phoenix-az-339432", "city": "Phoenix", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323940, "name": "Janus Financial", "name_as_filed": "JANUS FINANCIAL", "url": "https://advisorcensus.com/firm/janus-financial-scottsdale-az-323940", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338561, "name": "Jariwala Financial Wellness, LLC", "name_as_filed": "JARIWALA FINANCIAL WELLNESS, LLC", "url": "https://advisorcensus.com/firm/jariwala-financial-wellness-llc-mesa-az-338561", "city": "Mesa", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "subscription", "fixed" ], "enhanced": false }, { "crd_number": 159116, "name": "JCG Capital", "name_as_filed": "JCG CAPITAL", "url": "https://advisorcensus.com/firm/jcg-capital-scottsdale-az-159116", "city": "Scottsdale", "state": "AZ", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 104621, "name": "Johnson Financial Advisors", "name_as_filed": "JOHNSON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/johnson-financial-advisors-tempe-az-104621", "city": "Tempe", "state": "AZ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334209, "name": "Jolley Wealth Management, LLC", "name_as_filed": "JOLLEY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jolley-wealth-management-llc-scottsdale-az-334209", "city": "Scottsdale", "state": "AZ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 117598, "name": "JR Snell Capital Management, LLC", "name_as_filed": "JR SNELL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jr-snell-capital-management-llc-carefree-az-117598", "city": "Carefree", "state": "AZ", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298110, "name": "Juncture Wealth Strategies, LLC", "name_as_filed": "JUNCTURE WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/juncture-wealth-strategies-llc-scottsdale-az-298110", "city": "Scottsdale", "state": "AZ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299611, "name": "Juniper Mesa Management", "name_as_filed": "JUNIPER MESA MANAGEMENT", "url": "https://advisorcensus.com/firm/juniper-mesa-management-phoenix-az-299611", "city": "Phoenix", "state": "AZ", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173915, "name": "JW Hecht Wealth Management LLC", "name_as_filed": "JW HECHT WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/jw-hecht-wealth-management-llc-phoenix-az-173915", "city": "Phoenix", "state": "AZ", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150158, "name": "Kamson Financial", "name_as_filed": "KAMSON FINANCIAL", "url": "https://advisorcensus.com/firm/kamson-financial-mesa-az-150158", "city": "Mesa", "state": "AZ", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 153085, "name": "Karpinski Financial, LLC", "name_as_filed": "KARPINSKI FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/karpinski-financial-llc-scottsdale-az-153085", "city": "Scottsdale", "state": "AZ", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148884, "name": "Keats, Connelly & Associates, Inc", "name_as_filed": "KEATS, CONNELLY & ASSOCIATES, INC", "url": "https://advisorcensus.com/firm/keats-connelly-and-associates-inc-phoenix-az-148884", "city": "Phoenix", "state": "AZ", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 340407, "name": "Kerns Legacy Planning", "name_as_filed": "KERNS LEGACY PLANNING", "url": "https://advisorcensus.com/firm/kerns-legacy-planning-phoenix-az-340407", "city": "Phoenix", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146054, "name": "Key Group Management, Inc.", "name_as_filed": "KEY GROUP MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/key-group-management-inc-fountain-hills-az-146054", "city": "Fountain Hills", "state": "AZ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155676, "name": "Kingdom Financial Group, LLC", "name_as_filed": "KINGDOM FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/kingdom-financial-group-llc-peoria-az-155676", "city": "Peoria", "state": "AZ", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328498, "name": "Kingdom Wealth Advisers", "name_as_filed": "KINGDOM WEALTH ADVISERS", "url": "https://advisorcensus.com/firm/kingdom-wealth-advisers-gilbert-az-328498", "city": "Gilbert", "state": "AZ", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338475, "name": "Kingsley Wealth Partners, Inc.", "name_as_filed": "KINGSLEY WEALTH PARTNERS, INC.", "url": "https://advisorcensus.com/firm/kingsley-wealth-partners-inc-gilbert-az-338475", "city": "Gilbert", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311796, "name": "Kingsly Capital, LLC", "name_as_filed": "KINGSLY CAPITAL, LLC", "url": "https://advisorcensus.com/firm/kingsly-capital-llc-scottsdale-az-311796", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 330004, "name": "Klinkloans Fund", "name_as_filed": "KLINKLOANS FUND", "url": "https://advisorcensus.com/firm/klinkloans-fund-gilbert-az-330004", "city": "Gilbert", "state": "AZ", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174813, "name": "Krozel Capital Management, LLC", "name_as_filed": "KROZEL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/krozel-capital-management-llc-scottsdale-az-174813", "city": "Scottsdale", "state": "AZ", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113862, "name": "Krueger Financial", "name_as_filed": "KRUEGER FINANCIAL", "url": "https://advisorcensus.com/firm/krueger-financial-phoenix-az-113862", "city": "Phoenix", "state": "AZ", "years_registered": 32, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 105130, "name": "L. ROY Papp & Associates, LLP", "name_as_filed": "L. ROY PAPP & ASSOCIATES, LLP", "url": "https://advisorcensus.com/firm/l-roy-papp-and-associates-llp-phoenix-az-105130", "city": "Phoenix", "state": "AZ", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160847, "name": "Larson Wealth Management, LLC", "name_as_filed": "LARSON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/larson-wealth-management-llc-mesa-az-160847", "city": "Mesa", "state": "AZ", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281027, "name": "Legacy Cornerstone Wealth LLC", "name_as_filed": "LEGACY CORNERSTONE WEALTH LLC", "url": "https://advisorcensus.com/firm/legacy-cornerstone-wealth-llc-peoria-az-281027", "city": "Peoria", "state": "AZ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 324442, "name": "Legacy Wealth Advisors, Ltd.", "name_as_filed": "LEGACY WEALTH ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-ltd-phoenix-az-324442", "city": "Phoenix", "state": "AZ", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305770, "name": "Lessard Wealth Management", "name_as_filed": "LESSARD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lessard-wealth-management-scottsdale-az-305770", "city": "Scottsdale", "state": "AZ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283872, "name": "LGM Capital Management LLC", "name_as_filed": "LGM CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lgm-capital-management-llc-phoenix-az-283872", "city": "Phoenix", "state": "AZ", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321261, "name": "Life Moves Wealth Management", "name_as_filed": "LIFE MOVES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/life-moves-wealth-management-scottsdale-az-321261", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332717, "name": "Life Story Wealth Planning", "name_as_filed": "LIFE STORY WEALTH PLANNING", "url": "https://advisorcensus.com/firm/life-story-wealth-planning-scottsdale-az-332717", "city": "Scottsdale", "state": "AZ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "subscription", "performance_based" ], "enhanced": false }, { "crd_number": 327236, "name": "Life Wise Planning Group LLC", "name_as_filed": "LIFE WISE PLANNING GROUP LLC", "url": "https://advisorcensus.com/firm/life-wise-planning-group-llc-scottsdale-az-327236", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321856, "name": "Lifestyle Planning, LLC", "name_as_filed": "LIFESTYLE PLANNING, LLC", "url": "https://advisorcensus.com/firm/lifestyle-planning-llc-chandler-az-321856", "city": "Chandler", "state": "AZ", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283074, "name": "Lifetime Investments & Insurance LLC", "name_as_filed": "LIFETIME INVESTMENTS & INSURANCE LLC", "url": "https://advisorcensus.com/firm/lifetime-investments-and-insurance-llc-peoria-az-283074", "city": "Peoria", "state": "AZ", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 159809, "name": "Lifetyme Financial Advisors, LLC", "name_as_filed": "LIFETYME FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lifetyme-financial-advisors-llc-scottsdale-az-159809", "city": "Scottsdale", "state": "AZ", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 339106, "name": "Lilliano Capital Management LLC", "name_as_filed": "LILLIANO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lilliano-capital-management-llc-phoenix-az-339106", "city": "Phoenix", "state": "AZ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341225, "name": "Lucas Retirement Group LLC", "name_as_filed": "LUCAS RETIREMENT GROUP LLC", "url": "https://advisorcensus.com/firm/lucas-retirement-group-llc-anthem-az-341225", "city": "Anthem", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 337660, "name": "Luminescent Wealth Management, Inc.", "name_as_filed": "LUMINESCENT WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/luminescent-wealth-management-inc-scottsdale-az-337660", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326261, "name": "Luminvest Wealth Management LLC", "name_as_filed": "LUMINVEST WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/luminvest-wealth-management-llc-scottsdale-az-326261", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341240, "name": "Macallen Capital", "name_as_filed": "MACALLEN CAPITAL", "url": "https://advisorcensus.com/firm/macallen-capital-phoenix-az-341240", "city": "Phoenix", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143285, "name": "Macc IV Group", "name_as_filed": "MACC IV GROUP", "url": "https://advisorcensus.com/firm/macc-iv-group-chandler-az-143285", "city": "Chandler", "state": "AZ", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333248, "name": "Mallon Capital Partners LLC", "name_as_filed": "MALLON CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/mallon-capital-partners-llc-scottsdale-az-333248", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 126899, "name": "Mark Bussey & Associates, LC", "name_as_filed": "MARK BUSSEY & ASSOCIATES, LC", "url": "https://advisorcensus.com/firm/mark-bussey-and-associates-lc-phoenix-az-126899", "city": "Phoenix", "state": "AZ", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155806, "name": "Martin Financial Solutions, LLC", "name_as_filed": "MARTIN FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/martin-financial-solutions-llc-glendale-az-155806", "city": "Glendale", "state": "AZ", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 332433, "name": "Martinsen Wealth Management", "name_as_filed": "MARTINSEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/martinsen-wealth-management-tempe-az-332433", "city": "Tempe", "state": "AZ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { 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