WealthBound Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,350,000
Total clients
33
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$101,515
About
The firm provides investment management and financial planning to individuals, high‑net‑worth clients, and business owners, offering both ongoing and project‑based engagements that address retirement, estate, tax, cash‑flow, and business planning needs. Services include discretionary portfolio management across stocks, bonds, mutual funds, ETFs, and tailored plans covering employee benefits optimization, college savings, and risk management.
WBA operates as a fee‑only adviser and typically manages accounts on a discretionary basis using asset‑allocation frameworks that combine passive and active funds alongside fundamental and cyclical analysis and modern portfolio theory. The firm participates in the Altruist Model Marketplace and leverages its recommended custodian’s institutional platform to assign model portfolios in addition to constructing customized allocations.
Noteworthy for its boutique scale, the firm is a recently founded solo practice managing roughly 33 client relationships and about $3.35 million in assets, which shapes an individualized service model. Operational distinctions include the institutional, digital custodian relationship (and no added charge for model portfolios), a practice of executing client trades on an individual rather than aggregated block basis, and the principal’s prior securities and insurance industry experience while no longer selling insurance products.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fees range from $1,500 to $3,500; initial fee for ongoing planning up to $1,000.
$0 - $1,000,000: 0.65% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.35%
Ongoing Financial Planning fees range from $200 to $750 monthly, paid in arrears.
Fee-only: Investment management and financial planning fees only; no commissions received.
Main office location
WealthBound Advisors
Scottsdale AZ, United States
Number of offices
1
Most active in
WealthBound Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Texas
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
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