# Advisor Services, Inc.

> Advisor Services, Inc. is a state-registered investment advisory firm in Tucson, AZ, registered since 1994, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 20, 2021.

- CRD: 107666
- Filed as: ADVISOR SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: April 20, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/107666
- AdvisorCensus page: https://advisorcensus.com/firm/advisor-services-inc-tucson-az-107666

## Quick answers

**How is Advisor Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Advisor Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions.

**Where is Advisor Services, Inc. located?**
Advisor Services, Inc.'s principal office is in Tucson, AZ, according to its Form ADV.

**Is Advisor Services, Inc. registered with the SEC or a state?**
Advisor Services, Inc. is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 107666.

**How much does Advisor Services, Inc. manage?**
Advisor Services, Inc. reports $44,405,621 in regulatory assets under management in its Form ADV filing dated April 20, 2021 (100% discretionary).

**What types of clients does Advisor Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180).

**Does Advisor Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/107666

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $44,405,621
- Discretionary: $44,405,621
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 180 | $44,405,621 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advisorservices.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisor Services, Inc. (CRD 107666): Form ADV filing data as of October 2026.