Ebis
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,197,895
Clients
3
67% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$3,065,965
About
eBIS serves individual investors, trusts, foundations, and corporate retirement plan sponsors, offering both risk management consulting and ongoing investment management, including ERISA 3(21) and 3(38) fiduciary services. The firm operates on a fee-only, fiduciary basis and accepts a small number of clients, providing bespoke portfolio management and financial planning tailored to retirement outcomes.
The firm’s investment process combines academic techniques such as mean-variance optimization and a proprietary risk model with practical considerations for taxes and costs, tilting portfolios by factors (an extended Fama–French approach that includes gross profitability and momentum) and minimum-volatility strategies to manage downside risk. eBIS documents client objectives in customized Investment Policy Statements, rebalances as needed, and incorporates a seven-part retirement-centric planning review, collaborating with clients’ other advisors when appropriate.
Compared with many peers, eBIS routinely produces written research (white papers, newsletters, and blog content) and delivers client education through seminars, webinars, and training, and it maintains a cloud-based collaborative data store to support fiduciary documentation and ERISA audit readiness. The firm also brings institutional risk-management experience into its investment work and uses multiple custodial arrangements (including a custodian for marketplace and peer-to-peer lending), features that are uncommon for a firm of its size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Tax-loss harvesting
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Negotiated fixed fee for one-time or limited scope consulting projects
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% Above $3,000,000+: 0.50%
Risk management consulting: $150 - $300/hr.; Stand-alone financial planning: $200/hr.; Financial planning for investment clients below AUA threshold: $150/hr.
Account minimum: $100,000 Minimum fee: $4,000 minimum annual fee for retirement plan fiduciary clients with plan assets below billing floor Fee-only: Fee-only basis; no commissions or markup on securities
Main office location
Ebis
2550 W. Union Hills Dr., Suite 350
Phoenix AZ 85027, United States
Number of offices
1
Most active in
Ebis has reported serving >5 clients in these states in the last 12 months.
Arizona
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
Quick links
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