TCI Wealth Advisors

Retirement Planning Firm in Flagstaff, AZ

Firm Info
Address: 150 W Dale Ave #1, Flagstaff, AZ 86001, USA
Phone: (928) 226-0868

Firm Size
Assets Under Management: $3.8 billion
# of Advisors: 25
# of Clients: 8,741
Client to Advisor Ratio: 350:1
Average Account Size: $430,668
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Tci Wealth Advisors, Inc. Overview

TCI Wealth Advisors, Inc. is a fee-only Registered Investment Advisory firm based in Tucson, Arizona. The company was established in 1990 and has since been offering investment advice to individuals and small businesses. As a fee-only firm, TCI Wealth Advisors, Inc. does not receive any commissions for the investments they may recommend, thereby avoiding any conflict of interest. The primary services offered by TCI Wealth Advisors, Inc. include financial planning, portfolio management, and pension consulting services. They focus on helping their clients achieve their long-term financial goals through a customized investment strategy that considers their specific needs and risk tolerance. The firm also provides pension consulting services to small businesses, offering guidance on creating and managing retirement plans for their employees. Going beyond their own services, TCI Wealth Advisors, Inc. remains committed to selecting other investment advisors who can provide complementary solutions aligned with their clients’ needs. In doing so, they ensure their clients have the most comprehensive investment options to choose from. Overall, TCI Wealth Advisors, Inc. has built its reputation as a reliable and trustworthy investment partner serving their clients' vested interests.

TCI Wealth Advisors, Inc. specializes in providing financial planning services to a wide variety of clients. Their expertise caters to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporate entities. TCI Wealth Advisors, Inc. tailor-makes financial strategies to suit the unique circumstances of each client. They understand that no two individuals or entities are the same and therefore strive to create personalized solutions for everyone who approaches them for assistance. In terms of fee structures, TCI Wealth Advisors, Inc. offers three options as follows. First, a percentage of assets under management (AUM) which is ideal for clients with sizable portfolios. This structure fees a percentage based on the amount of money that the firm is managing for the client. Second, for clients seeking specific financial advice, an hourly fee may be applicable. Finally, for clients who are looking for one-off services, a fixed fee can be offered for the specific services rendered. This approach ensures that the client knows exactly what they are paying for and what they will get in return. All fees are transparent and agreeable to both parties before any work commences.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for TCI Wealth Advisors, Inc. mentions an investment minimum, although it is not stated directly. Clients who maintain less than $80,000 in assets under the firm's management are subject to a higher percentage annual fee than the 1.00% referenced in Item 5.A. This suggests that the investment minimum for TCI Wealth Advisors, Inc. is $80,000.

How This Office Can Help Flagstaff, AZ Residents

TCI Wealth Advisors has been serving the Flagstaff, AZ area since 1990 by providing comprehensive financial planning and wealth management services. As a fee-only advisory firm, TCI Wealth Advisors focuses on aligning clients' financial goals with their values, lifestyle, and future aspirations. They provide customized advice on investments, retirement planning, tax strategies, estate planning, and risk management. Living in Flagstaff, AZ can present specific financial situations, including the high cost of living and the challenges of planning for retirement. Flagstaff is a growing college town, and many residents face student loan debt or the high costs of sending their children to college. Additionally, the region's scenic beauty and outdoor activities can lead to unique expenses, such as purchasing a second home or investing in outdoor recreation equipment. TCI Wealth Advisors understands these challenges and has a team of experienced advisors who can help clients navigate their financial goals and aspirations. They offer personalized advice and create strategies that consider each client's unique situation to help them achieve long-term financial success.

To view the Minimum Investment and Fee Schedule for Tci Wealth Advisors, Inc., visit their Part 2 Brochure.

Services Offered by Tci Wealth Advisors, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Tci Wealth Advisors, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 150 W Dale Ave #1, Flagstaff, AZ 86001, USA
Phone (928) 226-0868
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 4011 EAST SUNRISE DRIVE, TUCSON, AZ 85718, United States

This firm has no other locations.

State Registrations

Tci Wealth Advisors, Inc. is registered to service clients in the following states:

  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Kansas
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington

Disciplinary History

Tci Wealth Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs