TFO Phoenix Earns Spot in CNBC's Top 100 Fee-Only Wealth Management Firms

TFO Phoenix was recently recognized in a listing of CNBC’s inaugural top 100 fee-only wealth management firms. TFO Phoenix was the only Arizona-based firm listed and was one of the youngest wealth advisory practices on the list.

This list was developed by the CNBC Digital editorial team and Meridian-IQ using a weighted formula that included the following measures:

  • Assets under management
  • Having staff with professional designations such as a CFP or CFA
  • Working with third-party professionals such as attorneys or CPAs
  • Average account size
  • Growth of assets
  • Years in business
  • Number of advisory clients
  • Finally, in order to be considered for the list, each firm cannot have any complaints, actions or disclosures from the SEC, FINRA, state regulators or state insurance commissioners.

For a look at the complete list on the CNBC website, click the link below.

CNBC Top 100 Fee-Only Wealth Management Firms