Life Moves Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,465,446
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
48
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
48
Average account size
$322,197
About
Life Moves Wealth Management is a fee‑only registered investment adviser that serves individuals, high‑net‑worth clients, and employer plan sponsors. The firm offers comprehensive wealth management, project‑based financial planning, discretionary investment management, retirement plan consulting for plan sponsors, and periodic educational seminars, and provides estate‑planning assistance through a third‑party technology service.
The firm’s investment process emphasizes strategic asset allocation that can include both passive and active funds, and it uses a mix of fundamental, technical, and tactical analysis to tailor portfolios to clients’ goals and risk tolerances. It implements discretionary management for most accounts while also managing held‑away retirement and HSA accounts on a non‑discretionary basis and conducts regular reviews and monitoring under a stated fiduciary code of ethics.
Notably, Life Moves offers services that are less common among independent advisers of its size: it accepts corporate or business clients and provides institutional retirement‑plan consulting (including ERISA‑related advisory work for plan sponsors), and it conducts educational seminars and speaking engagements. The firm also integrates a third‑party estate‑planning platform and an order‑management approach for tax‑efficient rebalancing of held‑away accounts, extending its service mix beyond typical retail‑focused offerings.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Estate planning services
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $500 to $5,000; Estate Planning Services fixed fees range from $250 to $1,800; Educational Seminars fees range from $0 to $5,000 per seminar or $0 to $250 per participant
$0 - $500,000: 0.50% $500,001 - $1,000,000: 0.40% $1,000,000+: 0.25%
Project-Based Financial Planning hourly rate of $300/hour
Minimum fee: Fixed fee for Comprehensive Wealth Management ranging from $3,600 to $12,000 annually; initial fee up to $1,500 for plan construction (may be waived or reduced) Fee-only: LMWM is a fee-only firm; does not accept commissions or other compensation from product sales.
Main office location
Life Moves Wealth Management
20715 N. Pima Road Suite 108
Scottsdale AZ 85255, United States
Number of offices
2
Most active in
Life Moves Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · Indiana
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:
-
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
LinkedIn
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Instagram
Website
602-223-1801
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