Tatum Steele is a CFA-designated registered investment advisor at Bedrock Investment Advisors, based in Scottsdale, AZ. Tatum operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 224 clients with $50M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$49.8M
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Location
7621 E. Gray Rd. Suite C., Scottsdale, AZ, 85260
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Regulatory History
Clean regulatory record
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
Bedrock Investment Advisors
February 2026 - Present · 2 mos
State Registrations1 state
WA
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.