Financial planning for the Phoenix metro — no commissions, no minimums
One advisor. Zero conflicts. Serving Phoenix, Scottsdale, Tempe, Chandler, Gilbert, and beyond.
Everything under one roof
Golden Acre is a fee-only, fiduciary wealth management firm based in Scottsdale and serving clients across the greater Phoenix metro. We combine investment management, financial planning, and tax preparation — so your strategy isn't split across three different firms that never talk to each other.
Aaron is an Enrolled Agent, which means tax planning isn't referred out. It's part of every conversation from day one.
No account minimums. No commissions. No conflicts. Just advice built entirely around your goals.
See if we're a fit →Fee-only — zero commissions, zero product sales, zero conflicts of interest
Account minimum — we work with clients at all stages, not just those who already have a lot
Direct access to Aaron — no junior advisors, no handoffs, no runaround
Transparent pricing. No surprises.
All fees are clearly disclosed before you sign anything — and they're negotiable. Here's the full picture.
Wealth & Investment Management
Ongoing discretionary portfolio management, quarterly reviews, tax-aware investing. Financial planning included at no extra fee.
0.75%–1.50% AUM
Ongoing Financial Planning
Comprehensive plan development and quarterly monitoring as your situation evolves.
$3,750–$20K/yr
Project-Based Planning
One-time engagement on a specific topic — retirement readiness, equity comp, business exit, or anything in between.
$3,750–$20K flat
Tax Preparation & Filing
Federal and state return preparation by an Enrolled Agent. Strategy and prep in the same conversation.
$300–$10K flat
Hourly Coaching
A single session to work through a specific question or get a second opinion. No commitment required.
$300/hour
From first conversation to ongoing partner
We keep the process simple. Here's what working with Golden Acre actually looks like.
Intro call
Free 30-minute conversation. No paperwork, no pitch. We learn about your situation and you get a feel for how we work.
Discovery
We collect your full picture — goals, ssets, tax situation, timeline — and assess where you are today.
Plan delivery
Clear recommendations, concrete next steps, and the reasoning behind every decision.
Ongoing partner
Quarterly reviews, proactive communication, and always-available access as life evolves.
Fresh perspectives. Higher standards.
I started Golden Acre because I believe everyone deserves an advisor who's genuinely in their corner. No commissions, no pressure, just honest advice and someone who picks up the phone.
I'm an Enrolled Agent and wealth advisor based in Scottsdale, serving clients across the greater Phoenix metro. I bring the same work ethic I learned growing up on a farm in Iowa — hard work, straight talk, long-term thinking.
Every client works directly with me. No handoffs, no junior team. You get one advisor who knows your situation inside and out.
Not sure if we're the right fit?
Four questions. Sixty seconds. See if Golden Acre was built for someone like you.