Joseph
Mccabe

Vestpointe Wealth Management, LLC

CRD#4555127
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Joseph Mccabe is a certified financial planner who works in Scottsdale, Arizona with 19 years of relevant experience. Mccabe is currently employed by Vestpointe Wealth Management, LLC. Their career trajectory has included roles at Vestpointe Wealth Management, LLC, Joseph I. Mccabe Iii Cpa, P.C and Joseph I Mccabe, Iii - No Firm Name. Mccabe is approved to advise clients in Arizona. Vestpointe Wealth Management, LLC is a financial advisory company based out of Scottsdale, AZ. It controls $106 million in total assets across its 415 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 415 client accounts, 30% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Vestpointe Wealth Management, LLC provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees depend on which service is provided. However, fees billed by Vestpointe Wealth Management, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7373 E. Doubletree Ranch Rd. Suite 175
Scottsdale, AZ 85258

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Vestpointe Wealth Management, LLC Brokerage Details

Total Assets Under Management

$105,839,212

AZ Average: $1,555,372,352
Total Number of Employees

3

AZ Average: 37
Total Number of Accounts

415

AZ Average: 1,370
Average Account Size

$255,034

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Joseph Mccabe Work History

Joseph has been registered as a financial advisor for 19 years.*

2010 - Present (14 years)

Joseph I Mccabe, Iii - No Firm Name

2006 - Present (18 years)

Joseph I. Mccabe Iii Cpa, P.C

2004 - Present (20 years)

Vestpointe Wealth Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Mccabe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vestpointe Wealth Management, LLC

Michele Mccabe
Scottsdale, AZ
Joseph Mccabe
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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