Ensign Advisory Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,016,323
Total clients
248
5% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$407,324
About
Ensign Advisory Partners LLC serves individual and high‑net‑worth clients, as well as business owners, providing ongoing portfolio management, financial planning, and third‑party manager selection; the firm recently added ERISA retirement plan (3(21)) services for plan sponsors. It offers both discretionary and non‑discretionary management and documents client objectives and constraints in an Investment Policy Statement for each account.
The firm’s investment process combines fundamental analysis and modern portfolio theory with a long‑term trading orientation, seeking to align asset allocation and security selection with each client’s risk tolerance and time horizon. Ensign commonly implements strategies through third‑party platforms and managers (including AssetMark, SEI, Orion/Brinker) and typically uses custodians such as AssetMark Trust and Charles Schwab, with periodic account reviews and reporting.
Noteworthy distinctions include the firm’s operating relationships with affiliated entities that provide tax/accounting and insurance services: the adviser is connected to a marketing entity that includes a CPA and an insurance team, and its supervised persons are licensed to sell insurance and may utilize a third‑party wholesaler (Halo Securities) for annuity services. These affiliations and the receipt of marketing support from certain platform providers are disclosed in the brochure and are identified as potential conflicts of interest that the firm monitors and discloses to clients.
Client services
Occupation focus
Fee options
Financial planning fees range from $2,500 to $7,500, negotiable based on complexity.
$0 - $500,000: 1.30% $500,000 - $1,000,000: 1.20% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Insurance commissions received by representatives for sale of insurance products; commissions vary by product and carrier.
Main office location
Ensign Advisory Partners LLC
111 E. Rivulon Blvd., Suite 103 B
Gilbert AZ 85297, United States
Number of offices
1
Most active in
Arizona · California · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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.
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