Advisor at Zenith Wealth Advisors
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Firm
Zenith Wealth Advisors
Location
Scottsdale, AZ 85251
Credentials
Series 65
Industry experience
4 years
Patricia Stark is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding a Series 65 license and four years of industry experience. She joined Zenith Wealth Advisors in 2022 after spending 14 years at First Western Trust. Zenith Wealth Advisors serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and Family Office services, utilizing a range of investment strategies and maintaining bank and trust company affiliations to support trustee roles and specialized client services.
Based on Zenith Wealth Advisors
Flat fees for financial planning range from $2,500 to $10,000; Family Office services have fixed annual fees ranging from $100,000 to $750,000.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $7,500,000: 0.50% $7,500,001 - $10,000,000: 0.45% $10,000,001 - $20,000,000: 0.40% $20,000,001 - $30,000,000: 0.35% $30,000,001+: 0.30%
Financial planning and consulting hourly fee up to $350; Family Office hourly fee up to $2,500.
Minimum fee: Minimum annual flat fee of $10,000, which will not exceed 3% of assets under management; waivable at firm's discretion. Fee-only: Financial planning and consulting fees charged hourly or flat; flat fees range from $2,500 to $10,000; hourly maximum fee $350.
4900 N. Scottsdale Road, Ste 1500
Scottsdale, AZ 85251
Arizona
VB&T Wealth Management LLC dba Zenith Wealth Advisors
2022 - Present (4 years)
First Western Trust
2008 - 2022 (14 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:
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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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