Your Investment Advisor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,639,366
Clients
14
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
14
LowAverage account size
$188,526
About
Your Investment Advisor provides discretionary portfolio management to individuals and trusts, managing $2,639,366 across 14 client accounts as of January 2, 2026. Services focus on constructing and maintaining asset-allocation-based portfolios using equities, fixed income, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents, with an account minimum of $25,000 (waivers available).
The firm’s investment process combines a strategic/passive framework and modern portfolio theory—favoring index funds and ETFs and periodic rebalancing—with complementary fundamental security analysis and top-down macroeconomic assessment to guide sector and security selection. It does not advise on options or margin, operates on a discretionary basis, and conducts reviews generally on a quarterly cadence.
Distinctive aspects include the firm’s small scale and recent formation, which result in individualized trade execution without aggregation across multiple client accounts. The principal maintains full-time external employment in the aerospace and defense industry (about 40 hours per week), the firm does not accept proxy-voting authority, does not receive soft-dollar benefits, and does not provide written performance reports to clients.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
0.5% annually
Account minimum: $25,000
Main office location
Your Investment Advisor
6991 E Camelback Rd, Suite D 300
Scottsdale AZ 85251, United States
Number of offices
1
Most active in
Your Investment Advisor 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
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