Top financial advisors in Fountain Hills, AZ
We've curated a list of the best financial advisors in Fountain Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $72,416,313 Number of advisors 19 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fountain Hills, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Acrylic Financial, Inc.
Acrylic Financial, Inc. is a financial advisory firm based in Arizona, established in February 2017. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Acrylic's investment strategy includes creating personalized Investment Policy Statements, asset allocation, asset selection, and regular portfolio monitoring. The firm may request discretionary authority from clients to make investment decisions in line with fiduciary duties. Acrylic may also direct clients to third-party advisers for asset management. Regarding fees, Acrylic charges annual portfolio management fees based on total assets under management, ranging from 1.65% for accounts over $1,000,000. Financial planning fees are fixed or hourly, with rates varying based on complexity and adviser experience. Clients have the option to terminate agreements within specific timeframes without penalty. The firm does not accept performance-based fees and does not engage in side-by-side management. Acrylic provides advisory services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles with no minimum account size requirement. The firm's investment strategies include fundamental and technical analysis, modern portfolio theory, and active models based on moving averages. Acrylic does not accept custody of client funds or securities but may have custody when deducting fees. The firm provides discretionary and non-discretionary investment advisory services and does not accept voting authority for client securities. Acrylic has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the last ten years. For more information, clients can contact Acrylic Financial, Inc. at (833) 422-7954 or visit www.Acrylicfinancial.com.
$72,416,313 under management
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fountain Hills, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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