Northsight Wealth Management

Investment Advisor Firm

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Northsight Wealth Management is an advisory company that has its headquarters in Scottsdale, Arizona. The firm handles $5.1 million in assets throughout 45 client accounts. It has a small team of one employee who is a financial advisor. Northsight Wealth Management does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, bonds and equities.

Northsight Wealth Management administers more than half of the company's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without requiring the client's authorization. It also administers four non-discretionary accounts with a total of $1.1 million in assets under management. The firm administers about $112,246 in assets for each customer account. $100,001 to $500,000 of its financial planning investments were in securities, with $100,001 to $500,000 placed in non-securities. An average advisor at Northsight Wealth Management oversees about 45 client accounts, placing it towards the middle in terms of personalization.

Northsight Wealth Management's central office is located at 15333 N Pima Rd Suite 305, Scottsdale, Arizona 85260. Northsight Wealth Management is allowed to serve customers in the state of Arizona.

Assets Under Management

$5.1 million

Number of Advisors




Office Location

15333 N Pima Rd Suite 305
Scottsdale, AZ 85260

Northsight Wealth Management by the Numbers

Total Assets Under Management

$5.1 million

National Average: $3.3 billion
Total Number of Employees


National Average: 31
Total Number of Accounts


National Average: 1,935
Average Account Size

$112.2 thousand

National Average: $1.7 million

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Products and Services

Northsight Wealth Management offers multiple services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the past financial year, the firm provided financial planning services to 11-25 of its accounts. The firm does not sell products or offer services other than investment advisory services to its investment advisory clients.

Core Advisor Services

  • Offered by 44% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 61% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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Fee Structure

Financial management fees typically vary depending on the type of financial services offered. Fees charged by the company can consist of any blend of the following fee structures: asset-based, hourly or other. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee. The company has the ability to withdraw its expenses directly from customer funds.


  • Offered by 72% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 35% of firms


    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 12% of firms


    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.


  • Find one of the 2% of firms that offer this fee type


    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type


    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type


    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 39% of firms that offer this fee type


    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

It provides services to retail investors, high net worth investors and pension plans. Out of its 45 customers, Northsight Wealth Management's largest client type by number of accounts is pension plans, though it also manages money for four high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are from outside of the U.S.

  • High-Net-Worth Individuals* - 9.76%
  • Other Individuals - 43.9%
  • Corporations - 46.34%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Northsight Wealth Management does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Northsight Wealth Management

Matthew Vian
Scottsdale, AZ

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This content was compiled from the SEC and FINRA