SCOTTSDALE WEALTH PLANNING, INC.

7033 E. Main Street
Suite 104
Scottsdale, Arizona 85251
Tel: (480) 550-8555

About SCOTTSDALE WEALTH PLANNING, INC.

SCOTTSDALE WEALTH PLANNING, INC, formally registered with the SEC as SCOTTSDALE WEALTH PLANNING, INC. The firm was established in 05/22/2018. They have over 1 offices throughout the country.

SCOTTSDALE WEALTH PLANNING, INC. is a Scottsdale, Arizona based Financial Planning firm with nearly $138,431,872 assets under management, offering retirement planning & investment advisory services to 271 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169248
SEC#	801-113207
Assets Managed by Firm	$138,431,872
No. of Clients	271
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	271	$138,431,872
Individuals (other than high net worth individuals)	35	$11,245,990
High net worth individuals	33	$127,185,882

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DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
BALBEC CAPITAL MANAGEMENT LP 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251	$6,370,551,613	20	105
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