Thomas Udall is a registered investment advisor at West Ridge Advisors, based in Gilbert, AZ, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 744 clients with $400M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable. For Utah-domiciled clients, hourly rates will not exceed $150 per hour.
Fee Estimator
Location
1425 S Higley Rd # 106, Gilbert, AZ, 85296
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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 →Other Business Activities
Thomas is a CPA at Udall CPA Group PLLC, dedicating full-time hours to accounting services. He also manages several real estate holding companies and is involved with Mint Payroll, LLC, and UCG Scottsdale, LLC, dedicating varying amounts of time to these ventures.
Employment History
Current Registrations
West Ridge Advisors
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
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