DE
CFP
DE
CFP

Deborah Edwards

21 Years of Experience
Denver, CO
1 DisclosureSells Insurance

Deborah Edwards is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 21 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 7,305 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
7,305 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)

Arax Advisory Partners provides investment management services for an annual fee based on the value of your portfolio. The fee varies depending on the size and complexity of your account and generally ranges from 0.50% to 2% per year. The fee is billed quarterly, either in advance or arrears. Clients may also incur additional fees charged by third parties, such as broker-dealers and custodians.

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Location

730 17th Street, Suite 107, Denver, CO, 80202

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History

Regulatory History (1)
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Customer Dispute
November 2008
Denied
Other Business ActivitiesSells Insurance

Deborah is an insurance agent with Ash Brokerage since August 2016, selling life insurance. This activity is not investment-related and takes about 10-20% of her time.

Employment History
Current Registrations
Arax Advisory Partners
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Summit Wealth Strategies
June 2016 - December 2025 · 9 yrs 6 mos
AXA Advisors, LLC
June 2004 - June 2016 · 12 yrs
AXA Advisors, LLCBroker
March 2004 - June 2016 · 12 yrs 3 mos
State Registrations1 state
MO
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.