Advisor at Uptick Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Uptick Partners, LLC
Location
Sedona, AZ 86336
Credentials
CFP®, Series 66
Industry experience
9 years
Based on Uptick Partners, LLC
Based on Uptick Partners, LLC
$1,000 to $50,000 for financial planning and consulting services; $1,000 to $50,000 for investment and business exit consulting
Blended tier schedule up to 1.50%
$300 to $500 per hour for financial planning and consulting services
0.12% per year for Altruist One subscription program (optional)
1785 W State Route 89 A, Suite 2 F
Sedona, AZ 86336
Arizona
Uptick Partners, LLC
2025 - Present (1 year)
Edward Jones
2016 - 2025 (9 years)
The Living Room Wine Lounge and Cafe
2014 - 2016 (2 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
Cornville, AZ
Guardian Capital Group LLC
Series 63, Series 65
Sedona, AZ
Trust Advisory Group Ltd
Series 63, Series 66
Cottonwood, AZ
RFG Advisory, LLC
Series 66
Sedona, AZ
Independent Financial Group, LLC
Series 63, Series 65
Sedona, AZ
Farther
Series 63, Series 65
Munds Park, AZ
AE Wealth Management, LLC
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