ET
CFP
ET
CFP

Emy Annette Tice

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,168 clients
Average Client Portfolio
$330K average
Assets Under Management
$385.2M

Fee Structure

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Location

20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Emy is a teaching professor of finance at Northern Arizona University since 1995, dedicating nearly full-time hours to this role. She is also a committee member of the Greater Flagstaff Chamber of Commerce, spending minimal time per month.

Employment History
Current Registrations
Wt Wealth Management, LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Four Peaks Wealth Management, LLC
August 2015 - March 2018 · 2 yrs 7 mos
State Registrations6 states
AZCAORTXUTWA
Advisor
Exams
No exam information available for this advisor.