Big Cedar Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$75,783,644
Total clients
6
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$12,630,607
About
Big Cedar Investment Advisors provides portfolio management and financial planning to individuals, accredited investors, family offices, and non-profit organizations. The firm offers services that include asset allocation, investment selection, retirement and college planning, and qualified plan subaccount analysis, and as of January 2025 manages about $75.8 million on a discretionary basis for a small number of client relationships.
The firm’s investment process combines fundamental and technical analysis within a modern portfolio theory framework, emphasizing institutional-cost structures, diversification, and tax awareness. Big Cedar primarily manages discretionary accounts and implements strategies using exchange-listed equities, mutual funds, ETFs, bonds, stock options, and, when appropriate, private placement offerings while avoiding margin and leveraged products.
Compared with many independent peers, Big Cedar explicitly works with institutional-type clients — including family offices, endowments/non-profits, and accredited investors — and tailors services for private placement involvement that such clients may seek. The advisor maintains a compact client roster relative to assets under management, relies on custodians to deliver account statements and proxy materials, and arranges for advisory fees to be deducted through client custodian accounts.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Options & derivatives strategies
Private / alternative investments
College savings (529s, UTMA, etc.)
General retirement planning
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Fee options
$2,500 fixed fee for Comprehensive Financial Plan; $1,000 fixed fee for Annual Financial Plan Review
$0 - $1,000,000: 1.10% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $25,000,000: 0.70% annually $25,000,001+: 0.60% annually
$200 hourly fee for Separate Financial Planning Consultations
Account minimum: $200,000 Fee-only: Comprehensive Financial Plan: $2,500 fixed fee; Annual Financial Plan Review: $1,000 fixed fee; Separate Financial Planning Consultations: $200 hourly fee
Main office location
Big Cedar Investment Advisors
37850 N 93 Rd Pl
Scottsdale AZ 85262, United States
Number of offices
1
Most active in
Big Cedar Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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