STUDIOi, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,031,914
Clients
15
0% high-net worth
Advisors
1
of 1 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
15
LowAverage account size
$335,461
About
STUDIOi provides portfolio management, financial planning, pension consulting, and business financial consulting to individuals, high-net-worth clients, small businesses, charitable organizations, and retirement plans. The firm also offers estate‑planning document coordination via a third‑party software platform and delivers periodic educational seminars and workshops to clients and prospects.
The firm documents client objectives in an Investment Policy Statement and uses modern portfolio theory and quantitative analysis to recommend diversified, primarily mutual‑fund‑based allocations. Investment implementation is often handled through third‑party platforms or co‑advisory arrangements, and a substantial portion of client assets are managed on a non‑discretionary basis with trade execution and rebalancing performed by platform providers.
What is distinctive about STUDIOi compared with many peers is the combination of pension consulting services, regular educational workshops, and an offered workflow for client-directed estate‑planning documents via the Snug platform. The firm also operates frequently in platform or co‑advisor roles (for example, relationships with Matson Money and the Betterment for Advisors wrap program) rather than executing most trades directly.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Estate planning document coordination services
Estate planning document coordination services
Expertise
Wealth management
Fee options
Fixed project fees quoted in advance based on scope and time commitment
1.00% annually
Up to $500 per hour depending on scope and complexity
Main office location
STUDIOi, LLC
Phoenix AZ, United States
Number of offices
1
Most active in
STUDIOi, LLC 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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