{ "path": "/advisors/az/phoenix", "url": "https://advisorcensus.com/advisors/az/phoenix/page/9", "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": 9, "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": 108818, "name": "Total Investment Management, Inc.", "name_as_filed": "TOTAL INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/total-investment-management-inc-scottsdale-az-108818", "city": "Scottsdale", "state": "AZ", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 158847, "name": "Trajan Wealth, L.L.C.", "name_as_filed": "TRAJAN WEALTH, L.L.C.", "url": "https://advisorcensus.com/firm/trajan-wealth-l-l-c-scottsdale-az-158847", "city": "Scottsdale", "state": "AZ", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116089, "name": "Transition Financial Advisors Group, LLC", "name_as_filed": "TRANSITION FINANCIAL ADVISORS GROUP, LLC", "url": "https://advisorcensus.com/firm/transition-financial-advisors-group-llc-gilbert-az-116089", "city": "Gilbert", "state": "AZ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309258, "name": "Treasure Investment Management, LLC", "name_as_filed": "TREASURE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/treasure-investment-management-llc-scottsdale-az-309258", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109376, "name": "Trek Financial", "name_as_filed": "TREK FINANCIAL", "url": "https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376", "city": "Scottsdale", "state": "AZ", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113245, "name": "Tribeca Financial, LLC", "name_as_filed": "TRIBECA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/tribeca-financial-llc-mesa-az-113245", "city": "Mesa", "state": "AZ", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 142636, "name": "Trident Wealth Management, LLC", "name_as_filed": "TRIDENT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trident-wealth-management-llc-scottsdale-az-142636", "city": "Scottsdale", "state": "AZ", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326133, "name": "Trinity Capital Adviser LLC", "name_as_filed": "TRINITY CAPITAL ADVISER LLC", "url": "https://advisorcensus.com/firm/trinity-capital-adviser-llc-phoenix-az-326133", "city": "Phoenix", "state": "AZ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 291070, "name": "Triton Wealth Management, PLLC", "name_as_filed": "TRITON WEALTH MANAGEMENT, PLLC", "url": "https://advisorcensus.com/firm/triton-wealth-management-pllc-sun-city-az-291070", "city": "Sun City", "state": "AZ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152843, "name": "Trondheim Capital, LLC", "name_as_filed": "TRONDHEIM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/trondheim-capital-llc-scottsdale-az-152843", "city": "Scottsdale", "state": "AZ", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317770, "name": "True Fiduciary Financial Advisors, LLC", "name_as_filed": "TRUE FIDUCIARY FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314067, "name": "Tushaus Wealth Management", "name_as_filed": "TUSHAUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323812, "name": "Twogood Financial Services, Inc.", "name_as_filed": "TWOGOOD FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/twogood-financial-services-inc-scottsdale-az-323812", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 20804, "name": "United Planners' Financial Services of America a Limited Partner", "name_as_filed": "UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER", "url": "https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804", "city": "Scottsdale", "state": "AZ", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 333585, "name": "Universal Wealth Management LLC", "name_as_filed": "UNIVERSAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/universal-wealth-management-llc-surprise-az-333585", "city": "Surprise", "state": "AZ", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338072, "name": "Unstoppable Asset", "name_as_filed": "UNSTOPPABLE ASSET", "url": "https://advisorcensus.com/firm/unstoppable-asset-phoenix-az-338072", "city": "Phoenix", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159679, "name": "VAL Vista Capital Management, LLC", "name_as_filed": "VAL VISTA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/val-vista-capital-management-llc-sun-lakes-az-159679", "city": "Sun Lakes", "state": "AZ", "years_registered": null, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343126, "name": "Valence Wealth", "name_as_filed": "VALENCE WEALTH", "url": "https://advisorcensus.com/firm/valence-wealth-scottsdale-az-343126", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 310811, "name": "Valhalla Advisors LLC", "name_as_filed": "VALHALLA ADVISORS LLC", "url": "https://advisorcensus.com/firm/valhalla-advisors-llc-glendale-az-310811", "city": "Glendale", "state": "AZ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342038, "name": "Vector Dynamics Wealth Management P.L.L.C", "name_as_filed": "VECTOR DYNAMICS WEALTH MANAGEMENT P.L.L.C", "url": "https://advisorcensus.com/firm/vector-dynamics-wealth-management-p-l-l-c-mesa-az-342038", "city": "Mesa", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 131692, "name": "Versant Capital Management, Inc.", "name_as_filed": "VERSANT CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692", "city": "Phoenix", "state": "AZ", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151568, "name": "Verus Capital Partners, LLC", "name_as_filed": "VERUS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568", "city": "Scottsdale", "state": "AZ", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132591, "name": "Vestpointe Wealth Management, LLC", "name_as_filed": "VESTPOINTE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 293068, "name": "Vibrant Wealth", "name_as_filed": "VIBRANT WEALTH", "url": "https://advisorcensus.com/firm/vibrant-wealth-chandler-az-293068", "city": "Chandler", "state": "AZ", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157663, "name": "Vigilare Wealth Management LLC", "name_as_filed": "VIGILARE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vigilare-wealth-management-llc-scottsdale-az-157663", "city": "Scottsdale", "state": "AZ", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315718, "name": "Viridis Capital Group, LLC", "name_as_filed": "VIRIDIS CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/viridis-capital-group-llc-scottsdale-az-315718", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289606, "name": "Virtua Capital Management, LLC", "name_as_filed": "VIRTUA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/virtua-capital-management-llc-scottsdale-az-289606", "city": "Scottsdale", "state": "AZ", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144409, "name": "Vision Financial Services, Inc", "name_as_filed": "VISION FINANCIAL SERVICES, INC", "url": "https://advisorcensus.com/firm/vision-financial-services-inc-mesa-az-144409", "city": "Mesa", "state": "AZ", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 154149, "name": "VISION2020 Wealth Management Corp.", "name_as_filed": "VISION2020 WEALTH MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/vision2020-wealth-management-corp-scottsdale-az-154149", "city": "Scottsdale", "state": "AZ", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284152, "name": "Vivere Wealth Management LLC", "name_as_filed": "VIVERE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vivere-wealth-management-llc-chandler-az-284152", "city": "Chandler", "state": "AZ", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110678, "name": "VM Jones Financial Consulting, L.L.C.", "name_as_filed": "VM JONES FINANCIAL CONSULTING, L.L.C.", "url": "https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678", "city": "Gilbert", "state": "AZ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111091, "name": "Voya Investments, LLC", "name_as_filed": "VOYA INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/voya-investments-llc-scottsdale-az-111091", "city": "Scottsdale", "state": "AZ", "years_registered": 31, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154423, "name": "W Wealth Advisors", "name_as_filed": "W WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/w-wealth-advisors-gilbert-az-154423", "city": "Gilbert", "state": "AZ", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 105913, "name": "Wall Capital Group, Inc.", "name_as_filed": "WALL CAPITAL GROUP, INC.", "url": "https://advisorcensus.com/firm/wall-capital-group-inc-phoenix-az-105913", "city": "Phoenix", "state": "AZ", "years_registered": 34, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284719, "name": "Watch Guard Capital LLC", "name_as_filed": "WATCH GUARD CAPITAL LLC", "url": "https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719", "city": "Scottsdale", "state": "AZ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131458, "name": "Watts Gwilliam & Company, LLC", "name_as_filed": "WATTS GWILLIAM & COMPANY, LLC", "url": "https://advisorcensus.com/firm/watts-gwilliam-and-company-llc-gilbert-az-131458", "city": "Gilbert", "state": "AZ", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128549, "name": "Wealth Engineering, LLC", "name_as_filed": "WEALTH ENGINEERING, LLC", "url": "https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549", "city": "Scottsdale", "state": "AZ", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153483, "name": "Wealth Guardian Advisory, PLLC", "name_as_filed": "WEALTH GUARDIAN ADVISORY, PLLC", "url": "https://advisorcensus.com/firm/wealth-guardian-advisory-pllc-gilbert-az-153483", "city": "Gilbert", "state": "AZ", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289010, "name": "Wealth Management Advisors, LLC", "name_as_filed": "WEALTH MANAGEMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wealth-management-advisors-llc-gilbert-az-289010", "city": "Gilbert", "state": "AZ", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 127517, "name": "Wealth Management Solutions", "name_as_filed": "WEALTH MANAGEMENT SOLUTIONS", "url": "https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300752, "name": "Wealth Resource Investment Advisors LLC", "name_as_filed": "WEALTH RESOURCE INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/wealth-resource-investment-advisors-llc-mesa-az-300752", "city": "Mesa", "state": "AZ", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326644, "name": "Wealthlogic", "name_as_filed": "WEALTHLOGIC", "url": "https://advisorcensus.com/firm/wealthlogic-gilbert-az-326644", "city": "Gilbert", "state": "AZ", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329895, "name": "Wealthstone Private Wealth Management, LLC", "name_as_filed": "WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895", "city": "Scottsdale", "state": "AZ", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149167, "name": "Wellfit Financial", "name_as_filed": "WELLFIT FINANCIAL", "url": "https://advisorcensus.com/firm/wellfit-financial-phoenix-az-149167", "city": "Phoenix", "state": "AZ", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141981, "name": "West Coast Capital Management, LLC", "name_as_filed": "WEST COAST CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/west-coast-capital-management-llc-gilbert-az-141981", "city": "Gilbert", "state": "AZ", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334109, "name": "Westmark Wealth Management", "name_as_filed": "WESTMARK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/westmark-wealth-management-phoenix-az-334109", "city": "Phoenix", "state": "AZ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310846, "name": "Wilbert Guilford, CFP, PLLC", "name_as_filed": "WILBERT GUILFORD, CFP, PLLC", "url": "https://advisorcensus.com/firm/wilbert-guilford-cfp-pllc-phoenix-az-310846", "city": "Phoenix", "state": "AZ", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116593, "name": "Windsor Capital Management, LLC", "name_as_filed": "WINDSOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/windsor-capital-management-llc-phoenix-az-116593", "city": "Phoenix", "state": "AZ", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 170536, "name": "Wisdom 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