Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
127 clients
Average Client Portfolio
$460K average
Assets Under Management
$58.4M
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Location

2801 East Camelback Road, Phoenix, AZ, 85016

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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

Todd helps his parents with commercial cleaning for office spaces a few hours per week. He also assists with property management for an Airbnb property, dedicating minimal time each month.

Employment History
Current Registrations
Scottsdale Wealth Advisory LLC
September 2025 - Present · 5 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
August 2024 - July 2025 · 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2024 - July 2025 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
January 2023 - January 2024 · 1 yr
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.