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1. trajanwealth.comYour Fiduciary and Partner for Wealth Management - Trajan Wealth

   trajanwealth.com

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   Trajan Wealth offers wealth management, retirement planning, income planning, tax planning, and estate planning services under one roof. Meet the experienced team of advisors and attorneys who are committed to your financial well-being and get a free consultation.

   • Client Logins

     Trajan Wealth provides you with investment advice, while...

     Free Financial Plan

     · Estate Attorneys

     · Private Wealth Management

     · Estate Planning

   • Leadership

     Brenda comes to Trajan Wealth with a background in the...

   • TW-DSD-401k

     You have a few options with a direct rollover: 401(k) into...

   • Locations

     Locations - Your Fiduciary and Partner for Wealth Management...

   • Contact Us

     New HQ Address as of 4/29/24 18700 North Hayden Rd, Suite...

   • About

     Trajan Wealth shares those values: cost reduction and lower...

   • Education

     Education - Your Fiduciary and Partner for Wealth Management...

   • Why Trajan

     Why Trajan - Your Fiduciary and Partner for Wealth...

     Client Benefits

     · Jeff Junior

   • Retirement Planning

     Retirement Planning - Your Fiduciary and Partner for Wealth...

   • Annuities

     Annuities - Your Fiduciary and Partner for Wealth Management...

2. trajanwealth.com › client-loginsTrajan Wealth client logins links- Trajan Wealth

   trajanwealth.com › client-logins

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   Access your Trajan Wealth account and portfolio management team through the client logins links. For general requests, use the online form or call 1 (800) 799-3320.

3. Videos

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     3:03

     youtube.com

     Meet Trajan Wealth

     Jul 10, 2022

     873 Views

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     18:00

     youtube.com

     Who is Jeff Junior? - Build Your Wealth with Trajan Wealth Podcast

     Sep 16, 2020

     482 Views

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     3:43

     youtube.com

     Common Misunderstandings

     Feb 2, 2024

     37 Views

   View all

4. investor.com › rias › trajan-wealth-158847Trajan Wealth Review 2024 - investor.com

   investor.com › rias › trajan-wealth-158847

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   3 days ago · Trajan Wealth is a financial advisory firm registered in 2015 with $1.4 billion in assets under management. It serves 32 states with a 1:217 advisor/client ratio and has no disciplinary alerts but three conflict alerts.

   • 4.5/5
   • Assets Under Management: $1.4 billion

   • Advisor/Client Ratio: 1:217
   • Average Client Balance: $185,238

5. trajanwealth.com › about-trajan-wealthAbout Trajan Wealth - Your Local Fiduciary Advisors

   trajanwealth.com › about-trajan-wealth

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   Trajan Wealth is an independent financial services company that offers asset management, estate planning, and tax reduction for retirees. Founded in 2012, it has offices in Scottsdale, Arizona and partners with local vendors and attorneys.

6. smartasset.com › financial-advisor › trajan-wealthTrajan Wealth Review | SmartAsset.com

   smartasset.com › financial-advisor › trajan-wealth

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   Trajan Wealth, LLC is a registered investment advisor (RIA) that provides investment advice and financial planning services. While Trajan does employ its own financial advisors, some of its advisors are independent contractors.

   • Author: Javier Simon

7. www.bbb.org › trajan-wealth-llc-1126-1000021514Trajan Wealth LLC | Better Business Bureau® Profile

   www.bbb.org › trajan-wealth-llc-1126-1000021514

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   Trajan Wealth LLC is a financial planning consultants business in Scottsdale, AZ, offering retirement preparation and custom wealth management solutions. See its BBB rating, customer reviews, complaints, products and services, and contact information.

8. People also ask

   How many clients does Trajan wealth have?

   • Trajan Wealth manages $1.4 billion and provides investment advisory services for 7,371 clients (1:217 advisor/client ratio). Is this your firm? Become a Mission Supporter 18700 North Hayden Road, Suite 470. Scottsdale, AZ 85255 Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country.

   Trajan Wealth Review 2024 - investor.com

   investor.com/rias/trajan-wealth-158847

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   How much is Trajan wealth worth?

   • While Trajan Wealth advises clients across a variety of portfolio sizes, the average client balance is currently $185,238. In total, Trajan Wealth manages $1.4 billion in assets. What is the historical performance of Trajan Wealth?

   Trajan Wealth Review 2024 - investor.com

   investor.com/rias/trajan-wealth-158847

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   What services does Trajan wealth offer?

   • As a financial advisory firm, Trajan Wealth can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).

   Trajan Wealth Review 2024 - investor.com

   investor.com/rias/trajan-wealth-158847

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   Is Trajan wealth a disciplinary firm?

   • Trajan Wealth has no legal or disciplinary matters to disclose on its SEC-filed Form ADV. As a fee-based firm, certain advisors at Trajan Wealth can receive commissions from the sale of insurance products. Despite the potential conflict of interest this creates, the firm is bound by fiduciary duty to act in your best interest at all times.

   Trajan Wealth Review | SmartAsset.com

   smartasset.com/financial-advisor/trajan-wealth-review

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9. www.linkedin.com › company › trajan-wealth-llcTrajan Wealth LLC | LinkedIn

   www.linkedin.com › company › trajan-wealth-llc

   Trajan Wealth is a financial services company that offers custom wealth management solutions and fiduciary advice. It has locations in Arizona, Utah, Texas and Utah, and posts updates on topics such as estate planning, stock market and annuities.