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Foothills Wealth Management, LLC

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Total assets under management

$0

Total clients

0

Total advisors

0

of 1 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Foothills Wealth Management is a state-registered investment advisory firm that provides tailored investment management and comprehensive financial planning to individual and high-net-worth clients. For investment management it generally charges asset-based advisory fees and also offers separate financial planning engagements.

The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and exchange-traded funds, while drawing on fundamental, technical, and cyclical analysis as part of its research process. Accounts are managed on a discretionary basis with periodic reviews to align portfolios with clients’ stated objectives and risk tolerances.

Noteworthy features include an affiliation with an accounting and tax practice owned by the firm’s principal, with reciprocal referrals between the two entities (no referral fees) and the accounting activity representing a substantial portion of the principal’s time. The firm also offers financial planning on either a fixed-fee or hourly basis—an hourly billing option that is uncommon among similar investment-manager firms—and it recommends a specific custodial platform while not participating in wrap programs or aggregate block trading.

Client services

Financial planning Portfolio management

Expertise

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies

Fee options

Fixed

Financial planning fixed fees range from $1,500 to $5,000, negotiable.

Percentage

$1 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,500,000: 0.75% $3,500,001+: Negotiable

Project-based

Financial planning hourly fees range from $250 to $350 per hour, negotiable.

Other

Account minimum: $100,000 Fee-only: Financial planning fees offered on fixed fee basis ($1,500 to $5,000, negotiable) or hourly basis ($250 to $350 per hour, negotiable).

Main office location

Foothills Wealth Management, LLC

6702 E Cave Creek Rd, Ste 4

Cave Creek AZ 85331, United States

Number of offices

1

Most active in

More info

Arizona

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

480-488-3825
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