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Allworth Financial

6450 N Swan Road, Suite 100

Tucson, AZ 85718


Refreshingly clear advice when you need it the most.

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

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General Information

Firm Start Year


No. of Employees


Firm CRD#


Name of Broker/Dealer

AW Securities

Name of Custodial Firm

TD Ameritrade

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Tax Advice and Services, Retirement Planning, Estate Planning & Trusts


Can meet clients in the following ways

Phone, Our Office, Video Conference


Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Firm Information

Firm's Number of Clients


Assets Managed by Firm


Compensation and Fees

Fee Structure


Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures