Updated November 20, 2023
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Azzendo Wealth Advisors

Investment Advisor Firm
Total assets under management$197M
Years in business17+

About Azzendo Wealth Advisors

As an SEC-registered independent investment advisor, Azzendo Wealth Advisors is committed to providing its clients with comprehensive financial planning and investment management services. The firm operates on a fee-only basis, meaning they do not accept commissions or any outside monetary compensation when providing clients with solutions.

At Azzendo Wealth Advisors, clients are more than just numbers or accounts. They value the trust their clientele place in them as their financial partner, and Azzendo Wealth Advisors' accessible team is dedicated to guiding clients toward their financial goals. Their fiduciary duty ensures that the company's advice is always in the client's best interest. They prioritize personalized service and focus on building long-term relationships with their clients. 

Azzendo Wealth Advisors' goal is simple: to take care of the clients' needs and help them achieve financial security and peace of mind.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management

More about Azzendo Wealth Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1459194

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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