KT
KT
Kirk Tushaus
43 Years of Experience
Scottsdale, AZ
1 Disclosure
Kirk Tushaus is a registered investment advisor at Tushaus Wealth Management, based in Scottsdale, AZ, with 43 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 123 clients with $75M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
123 clients
Average Client Portfolio
$612K average
Assets Under Management
$75.3M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M+ | 0.75% |
Fees are negotiable. Cash management services have a separate fee of 0.15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9141 E Hidden Spur Trail, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 1994Settled
Employment History
Current Registrations
Tushaus Wealth Management
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Tushaus Financial Management Group, L.L.C.
December 2020 - December 2021 · 1 yr
Optimist Retirement, LLC
September 2017 - August 2021 · 3 yrs 11 mos
Williams Palmer
August 2017 - August 2017 · 0 mos
Lasalle St. Investment Advisors, L.L.C.
March 2014 - September 2017 · 3 yrs 6 mos
Lasalle St Securities, L.L.C.Broker
March 2014 - September 2017 · 3 yrs 6 mos
Arma Financial Services, INC.
May 2012 - June 2014 · 2 yrs 1 mo
Arma Financial Services, INC.
November 2004 - April 2012 · 7 yrs 5 mos
Arma Financial Services, INC.
October 1995 - November 2004 · 9 yrs 1 mo
Arma Financial Services, INC.Broker
September 1995 - August 2014 · 18 yrs 11 mos
J. W. Garrett and CompanyBroker
May 1995 - September 1995 · 4 mos
John G. Kinnard and Company, IncorporatedBroker
July 1993 - April 1995 · 1 yr 9 mos
Everen Securities, INC.Broker
September 1990 - July 1993 · 2 yrs 10 mos
Boettcher & Company, INC.Broker
December 1989 - September 1990 · 9 mos
Dean Witter Reynolds INC.Broker
November 1988 - December 1989 · 1 yr 1 mo
Arma Financial Services, INC.Broker
August 1988 - October 1988 · 2 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1985 - May 1988 · 3 yrs 4 mos
Dean Witter Reynolds INC.Broker
December 1981 - December 1984 · 3 yrs
State Registrations6 states
AZCACOKSSDTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.