Advisor at Ardent Wealth Management
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Firm
Ardent Wealth Management
Location
Scottsdale, AZ 85254
Credentials
CFP®, Series 66
Industry experience
19 years
Patricia Lloyd is a CFP® professional with 19 years of experience in the financial services industry. She is the principal advisor at Ardent Wealth Management and has held roles at Lifeworks Advisors, LLC, LPL Financial, and National Planning Corporation. Outside of her advisory work, Patricia serves as president of External Executive Team, LLC, a non-investment related business. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and charitable organizations. The firm employs a planning-based and risk-based investment approach using multiple factor-based strategies, ETFs, mutual funds, and alternatives, and offers specialized retirement plan consulting and ERISA fiduciary oversight.
Based on Ardent Wealth Management
Based on Ardent Wealth Management
Financial planning one-time fee ranging from $1,000 to $5,000, negotiable
Up to 1.50% annually, negotiable
Fee-only: Financial planning fees: fixed monthly fee up to $500 or one-time fee $1,000 - $5,000, negotiable
14555 N Scottsdale Rd, Suite 320
Scottsdale, AZ 85254
Arizona
Ardent Wealth Management Inc.
2024 - Present (2 years)
Lifeworks Advisors, LLC
2023 - Present (3 years)
External Executive Team, LLC
2018 - Present (8 years)
Crosswise Insurance Agency, LLC
2018 - Present (8 years)
LPL Financial, llc
2016 - 2019 (3 years)
National Planning Corporation
2013 - 2016 (3 years)
Ardent Wealth Management, Inc.
2013 - 2023 (10 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Broker-dealer / trader
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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
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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.
CFP®, Series 63, Series 66
Scottsdale, AZ
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