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Radix Wealth

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Client assets under management

$72,432,183

Clients

86

45% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

43

Typical

Average account size

$842,235

About

Radix Wealth is a supported, owner-managed registered investment adviser with two advisors overseeing roughly $73.4 million in client assets across about 86 relationships. The firm provides discretionary portfolio management and integrated financial planning to individuals (including high-net-worth clients) and a range of institutional and tax-advantaged clients such as trusts, estates, pension plans, nonprofits, and corporations.

The firm constructs customized portfolios using a mix of fundamental, technical, and cyclical analysis and provides ongoing discretionary supervision, rebalancing, and the ability to accommodate reasonable client-imposed restrictions. It also offers direct indexing through an unaffiliated sub-adviser for clients with legacy equity positions and tax-loss harvesting opportunities, and—uncommonly among peers—may utilize borrowing (leverage) and derivatives within separately managed accounts.

Radix Wealth discloses affiliations with licensed insurance agencies and that its insurance-licensed representatives may receive customary commissions on insurance sales, a potential conflict the firm documents and addresses in its brochure. Operationally, the firm relies on a third-party back-office agreement to access institutional custody and execution platforms (including Fidelity and Schwab), an arrangement that supports institutional-level services despite the practice’s small advisor count.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Tax-loss harvesting Passive / index investing Options & derivatives strategies

Occupation focus

Retired

Fee options

Percentage

$0 - $500,000: 0.95% $500,001+: 0.85%

Commissions

Insurance commissions earned if clients purchase insurance through Radix Wealth insurance-licensed advisors.

Other

Account minimum: $100,000 Minimum fee: Direct Indexing annual minimum fee of $1,500 assessed by First Trust Fee-only: Investment management fees billed quarterly in advance, deducted from custodial accounts; fees are negotiable.

Main office location

Radix Wealth

16220 N Scottsdale Rd, Suite 300

Scottsdale AZ 85254, United States

Number of offices

1

Most active in

More info

Alaska · Arizona · Washington

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

Website 602-837-4014

Advisors at this firm

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Timothy B

Series 63, Series 66

Scottsdale, AZ

Radix Wealth

Timothy Boyle is a financial advisor at Radix Wealth with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Advisors and The Boyle Group Wealth Management. Outside of his advisory role, he is the managing member and sole owner of Boyle Group Insurance Services, a licensed insurance agency. Radix Wealth primarily serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, nonprofits, and corporations. The firm offers discretionary portfolio management and integrated financial planning, with portfolios tailored to client objectives and actively managed using a combination of fundamental, technical, and cyclical analysis.

Tax-loss harvesting Passive / index investing Options & derivatives strategies Retired
user avatar

Jennifer B

Series 65

Scottsdale, AZ

Radix Wealth

Jennifer Burke is a financial advisor at Radix Wealth with a Series 65 designation and four years of industry experience. She previously worked at TBG Financial, LLC dba The Boyle Group Wealth Management from 2016 to 2023 and has experience in community health services. In addition to her advisory role, she owns Kierland Insurance Services, LLC, a licensed insurance agency in Scottsdale, AZ, where she serves as an insurance producer. Radix Wealth primarily serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, nonprofits, and corporations. The firm offers discretionary portfolio management and integrated financial planning, using a range of analytical strategies and third-party services to provide institutional-level infrastructure for a smaller practice.

Tax-loss harvesting Passive / index investing Options & derivatives strategies Retired
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