Advisor at Ensign Advisory Partners LLC
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Firm
Ensign Advisory Partners LLC
Location
Gilbert, AZ 85297
Credentials
Series 63, Series 65, Series 66
Industry experience
6 years
Andres Roodveldt is a financial advisor at Zenith Wealth Advisors with six years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at HTLF/Arizona Bank & Trust, COBIZ Wealth/BOK Financial, and First Western Trust. Zenith Wealth Advisors serves individuals, high net worth clients, trusts, estates, retirement plans, and business entities, offering portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using a range of investment vehicles and employs both traditional and technical analysis, with an affiliation to a bank and trust company that supports trustee roles and bill-pay capabilities within its Family Office offerings.
Based on Ensign Advisory Partners LLC
Financial planning fees range from $2,500 to $7,500, negotiable based on complexity.
$0 - $500,000: 1.30% $500,000 - $1,000,000: 1.20% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Insurance commissions received by representatives for sale of insurance products; commissions vary by product and carrier.
111 E. Rivulon Blvd., Suite 103 B
Gilbert, AZ 85297
Arizona
Ensign Advisory Partners, LLC
2026 - Present (1 year)
VB&T Wealth Management LLC dba Zenith Wealth Advisors
2022 - 2026 (4 years)
HTLF/Arizona Bank & Trust
2019 - 2022 (3 years)
The Milestone Group, Inc
2019 - 2019 (1 year)
COBIZ WEALTH / BOK Financial
2018 - 2019 (1 year)
First Western Trust
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
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Estate & Retirement Strategies LLC
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