Tanya Escobedo
Tanya Escobedo is a registered investment advisor at Williams & Novak Wealth Management, LLC, based in San Tan Valley, AZ, with 24 years of industry experience. Tanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 285 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Williams & Novak Wealth Management charges an annual investment advisory fee of 2.25%. This fee is negotiable and may vary depending on the complexity of the investment strategy and the size of the account. Some financial advisors may establish minimum fees. The fee is based on the average daily balance of the assets and is paid monthly in arrears.
Location
San Tan Valley, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Williams & Novak Wealth Management, LLC
Previous Registrations
Dynamic Wealth Advisors
Krueger & Catalano Capital Partners, LLC
UBS Financial Services INC.
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations1 state
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