T
The Getzen Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,100,000
Clients
125
10% high-net worth
Advisors
1
of 2 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
125
Very HighAverage account size
$520,800
About
The Getzen Group provides investment advisory, discretionary portfolio management, and wealth-management consulting (WMCS®) to individuals, retirement plans, trusts, estates, charitable organizations and business entities. Services include tailored written wealth plans, modular financial planning and ongoing portfolio supervision.
The firm typically implements client-specific written investment policies and manages accounts on a discretionary basis with continuous supervision and periodic re-optimization. Security analysis combines charting, fundamental, technical and cyclical methods, and strategies range from long-term buy-and-hold to trading, options and margin, with portfolios capable of holding both traditional and alternative or less-liquid instruments.
The firm also operates as a licensed insurance broker/agent and may effect insurance transactions for clients that generate commissions, and it maintains a wholly owned tax-preparation subsidiary that can provide tax services. The availability of a wide range of investment types — including futures, private equity, illiquid credit instruments and hedge funds — together with modular planning and hourly consulting options, distinguishes its service mix from many peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Fee options
$500 to $2,500 for wealth management and/or financial planning
$0 - $250,000: 2.20% $250,000 - $500,000: 1.80% $500,000 - $1,000,000: 1.50% $1,000,000+: 1.20%
$400 per hour
Account minimum: $250,000 (subject to negotiation)
Main office location
The Getzen Group, Inc.
14362 N Frank Lloyd Wright Blvd, Ste 1000
Scottsdale AZ 85260, United States
Number of offices
1
Most active in
The Getzen Group, Inc. 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")