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Scottsdale Wealth Advisory LLC

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Client assets under management

$63,326,705

Clients

173

6% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

87

High

Average account size

$366,050

About

Scottsdale Wealth Advisory works with individual and high-net-worth clients, offering discretionary and non‑discretionary portfolio management, comprehensive financial planning, and ERISA retirement-plan services including the ability to serve as a 3(38) investment manager. The firm manages roughly $63 million across about 173 client accounts and implements model-based portfolio management for client accounts.

The firm’s investment approach is primarily passive and buy‑and‑hold, with a core‑and‑satellite overlay and model customization as appropriate, and it commonly operates with discretionary trading authority. Scottsdale Wealth Advisory uses sub‑advisors when appropriate and contracts with a third‑party service provider for model access and back‑office functions, while directing clients to a specified custodian for trade execution and reporting.

Noteworthy distinctions include that the firm’s managing member is also a licensed insurance agent who spends less than half of his time on those activities and may offer insurance products for which he receives commissions — a conflict the brochure discloses and says is mitigated by firm procedures. The firm also discloses the use of external sub‑advisors and back‑office support, does not vote client proxies (clients receive and vote their own proxies), and does not impose a formal account minimum.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Social Security optimization Roth conversion strategy General estate planning guidance Retirement income strategy Passive / index investing

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% Over $5,000,000+: Negotiated

Commissions

Insurance commissions received by managing member Brent Matthew from sale of insurance products

Other

Fee-only: Fixed fees for financial planning services, determined based on time and complexity, paid upon delivery of plan

Main office location

Scottsdale Wealth Advisory LLC

8501 N. Scottsdale Road, Suite 205

Paradise Valley AZ 85253, United States

Number of offices

1

Most active in

More info

Arizona · Colorado · Illinois · Ohio · Texas

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 480-247-9090

Advisors at this firm

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Brent M

Series 65, Series 66

Paradise Valley, AZ

Scottsdale Wealth Advisory LLC

Brent Matthew is a financial advisor at Scottsdale Wealth Advisory LLC with 21 years of industry experience. He holds Series 65 and Series 66 credentials and has worked with several firms, including JD Mellberg Financial and M.S. Howells & Co. Brent is also a licensed insurance agent, engaging in insurance-related business activities alongside his advisory work. Scottsdale Wealth Advisory primarily serves individual and high-net-worth clients, providing portfolio management, comprehensive financial planning, and advisory services to qualified retirement plans. The firm employs a primarily passive, long-term investment approach with customized model portfolios and acts as an ERISA 3(38) investment manager for retirement plans.

Social Security optimization Roth conversion strategy General estate planning guidance Retirement income strategy Passive / index investing
user avatar

Todd T

Series 63, Series 65

Paradise Valley, AZ

Scottsdale Wealth Advisory LLC

Todd Terese is a financial advisor with Scottsdale Wealth Advisory LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Stifel, Nicolaus & Company and Northwestern Mutual Investment Services. Outside of his advisory work, he assists with commercial cleaning through a family business, Terese Enterprises LLC. Scottsdale Wealth Advisory primarily serves individual and high-net-worth clients, providing portfolio management, comprehensive financial planning, and advisory services for qualified retirement plans. The firm employs a primarily passive, long-term investment approach with customized model portfolios and offers discretionary and non-discretionary management options.

Social Security optimization Roth conversion strategy General estate planning guidance Retirement income strategy Passive / index investing
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