Advisor at Tushaus Wealth Management
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Firm
Tushaus Wealth Management
Location
Scottsdale, AZ 85255
Credentials
Series 63, Series 65
Industry experience
43 years
Kirk Tushaus is a financial advisor at Tushaus Wealth Management in Scottsdale, AZ, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Williams Palmer/Optimist Retirement Group and LaSalle Street Investment Advisors. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading approach, primarily recommending ETFs alongside other investment vehicles, and offers periodic public educational seminars and a client cash management program.
Based on Tushaus Wealth Management
Based on Tushaus Wealth Management
Up to $10,000 fixed annual fees for standalone financial planning services.
$0 - $1,500,000: 1.50% annually $1,500,001+: 0.75% annually
Account minimum: $250,000 (waivable at discretion)
9141 E Hidden Spur Trail
Scottsdale, AZ 85255
Arizona · California · Colorado · Kansas · South Dakota · Texas
Tushaus Group LLC
2022 - Present (4 years)
Tushaus Wealth Management LLC
2020 - 2022 (2 years)
Williams Palmer/Optimist Retirement Group
2017 - 2021 (4 years)
LaSalle Street Investment Advisors/Securities
2014 - 2017 (3 years)
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Other specialized services
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