Elizabeth Arndt
Elizabeth Arndt is a registered investment advisor at Equitable Advisors, LLC, based in Scottsdale, AZ, with 36 years of industry experience. Elizabeth 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, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
14851 N. Scottsdale Road, Suite 103, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 1995Other Business Activities
Elizabeth is the President of the Paradise Valley Villas Homeowner's Association and serves as a trustee for immediate family. These activities are not investment-related.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Arque Capital, LTD.
Arque Capital, LTD.
Arque Capital, LTD.Broker
Scottsdale Capital Advisors Corporation
Scottsdale Capital Advisors CORPBroker
Gentry Asset Advisory LLC
The Planning Group
Meridian United Capital, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Compass Brokerage, INC.Broker
Essex National Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Morgan Stanley Dw INC.Broker
Wheat, First Securities, INC.Broker
Prudential Securities IncorporatedBroker
Nylife Securities INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Investacorp, INC.Broker
Southmark Financial Services, INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations1 state
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.