Patrick Zumbusch is a CFP-designated registered investment advisor at Parkwoods Wealth Partners, LLC, based in Tucson, AZ, with 18 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,395 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Family accounts and business/owner accounts can be combined for fee calculation purposes. Not-for-profit clients have a separate schedule starting at 0.50%.
Fee Estimator
Location
4703 E. Camp Lowell Drive, Suite 135, Tucson, AZ, 85712
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Parkwoods Wealth Partners, LLC
Previous Registrations
Wellspring99
Wellspring Financial Partners
Pathways Financial Partners,inc.
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.
Exams
More Advisors
- Daniel Cossette, CFPCambridge Financial Group, LLC
- Anthony Warren, CFPWells Fargo Advisors
- Bruce Ward, CFPMeridian Wealth Management, LLC
- James Miller, ChFCState Farm Investment Management CORP.
- Kim Ohler, CFPRaymond James & Associates, INC.
- Peter Kosanke, CFPHolton & Kosanke Wealth Management, LLC