Intouch Wealth Advisors

What Intouch Wealth Advisors does

Intouch Wealth Advisors is a private financial advisory firm headquartered in Scottsdale, Arizona, founded in 1998. The firm provides personalized financial planning, investment management, retirement planning, estate planning, tax planning, and business advisory services to individuals, families, business owners, and corporate executives. It is licensed to operate in Arizona and 25 additional U.S. states, indicating a multi-state remote-service delivery model in addition to its local Arizona presence.

The firm's core offerings are built around fiduciary advisory relationships rather than proprietary technology. Client engagement is supported through the AdviceWorks client portal (provided via its broker-dealer/RIA affiliation with Cetera Advisors LLC), which handles secure document exchange, account aggregation, and digital access. The firm complements advisory delivery with standardized risk-tolerance instrumentation (Risk Number Assessment), specialized planning for special-needs households (ChSNC credentialing), and 401(k)/executive planning services targeting the business-owner segment. Content marketing through a resource center, financial calculators, and video content functions as the primary demand-generation channel.

Intouch Wealth Advisors operates a hybrid compensation model combining asset-under-management (AUM) fees, flat fees for financial plans, and product commissions, consistent with advisor-channel economics rather than subscription or AUM-only models. Revenue is not publicly disclosed. Strategic positioning is conservative and relationship-driven, with a small identified team of credentialed advisors (including CFP and ChSNC professionals); there is no evidence of venture funding, acquisitive growth, proprietary technology development, or AI/ML capability. The firm's competitive posture relies on longevity, fiduciary standards, multi-jurisdictional licensing, and credentialed talent rather than technology differentiation.

Name

Intouch Wealth Advisors

Legal name

Intouch Wealth Advisors

Website

https://intouchwealth.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Intouch Wealth Advisors is a Scottsdale, Arizona-based private financial advisory firm founded in 1998, serving individuals, families, business owners, and executives across 25+ states through credentialed advisors offering planning, investment management, retirement, and business services via its Cetera affiliation.

Ownership category

akta.pro rank

Product category

Financial Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Business Owner & Executive Financial Planning (FSAEAAAO), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Financial planning services
• Retirement income planning
• Wealth management advisory
• Investment management services
• Estate planning services

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Fee-based and commission-based compensation models. Services offered through Cetera Advisors LLC, member FINRA/SIPC, a registered broker-dealer and Registered Investment Advisor. Advisors may function as Registered Representatives (transaction-based compensation/commissions), Investment Adviser Representatives (fees based on assets), or both.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Intouch Wealth Advisors is an independent, fiduciary financial advisory firm that delivers comprehensive financial planning, investment management, retirement income planning, insurance, estate, and tax planning services to individuals, families, and business owners. The firm is staffed by CERTIFIED FINANCIAL PLANNER professionals who provide personalized roadmaps, ongoing advisory, and retirement transition guidance. Services are offered through an affiliation with Cetera Advisors LLC, which provides the broker-dealer and registered investment advisor infrastructure.

Product overview

InTouch Wealth Advisors offers a comprehensive suite of financial planning services organized into individual/family services and business services, all delivered through a team of CERTIFIED FINANCIAL PLANNER professionals. The core individual services include Financial Planning, Investment Management, Retirement Income Planning, Insurance & Protection, Education Planning, Estate/Legacy & Trusts, and Tax Planning. Business services include Retirement Plan Consulting, Executive Benefits, and Buy/Sell Agreements. The firm provides client access through the AdviceWorks portal platform for account aggregation, document storage, and financial planning tools. Additional tools include a suite of financial calculators and access to Cetera Market Perspectives for market research. The firm is affiliated with Cetera Advisors LLC for securities and advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Investment Management Personalized investment management services including developing a diversified portfolio tailored to specific needs, preferences, and risk tolerance, with regular reviews and ongoing communication.
• Retirement Income Planning Service designed to help generate sustainable income for retirement years through customized plans centered on strategies to maximize retirement income, including Social Security benefit optimization.
• Insurance & Protection Insurance planning services covering term, whole life, universal life, disability, long term care and more, helping clients assess risks and find appropriate coverage.
• Education Planning Education savings planning including projecting future costs of education, setting savings goals, and selecting appropriate investment and college savings vehicles such as 529 plans.
• Estate, Legacy & Trusts Comprehensive estate planning, legacy planning and trust services including asset protection, tax minimization, and ensuring wishes are carried out through trust setup and other strategies.
• Tax Planning Tax planning services including review of financial situations to identify tax-savings opportunities, planning for tax implications of major life events, and working with tax representatives.
• Retirement Plan Consulting Comprehensive retirement plan consultation for businesses including advisory services for 401(k), SEP IRA, Solo 401(k), SIMPLE and other qualified solutions, with the firm assuming fiduciary role.
• Executive Benefits Specialized solutions for top-level executives and business owners covering concentrated stock, deferred compensation plans, equity awards, life insurance, executive bonus IRC 162, and non-qualified key employee compensation.
• Buy/Sell Agreements Business planning services to navigate transferring business ownership including business valuation, determining purchase price, financing arrangements, and comprehensive agreement creation.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Cetera Advisors LLCcoreTechnology or IntegrationSecurities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC. Cetera is a registered broker-dealer and Registered Investment Advisor providing the regulatory and operational infrastructure for Intouch Wealth's advisory services. Advisors may operate as Registered Representatives (brokerage), Investment Adviser Representatives (advisory), or both.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Waddell & Reed (Macquarie Asset Management): Independent advisor network now part of Macquarie, focused on holistic financial planning and retirement strategies for individuals and families - highly comparable to a Cetera-affiliated planning practice.
• LPL Financial: Largest independent broker-dealer supporting thousands of advisor-led practices serving individuals, families, and business owners with holistic planning and retirement plan consulting - structurally analogous to the Cetera/Intouch relationship.
• Creative Planning: Large independent RIA offering holistic wealth management, retirement, estate, and business owner planning to individuals and families nationwide - same comprehensive planning ethos with multi-state reach.
• Raymond James Financial Services: Independent contractor advisor channel serving individuals, families, and business owners with comprehensive financial planning and retirement plan services - directly comparable delivery model.
• Mariner Wealth Advisors: Fast-growing independent RIA delivering comprehensive financial planning, retirement income, and estate strategies to households and business owners - comparable niche positioning and service depth, though at much larger scale.
• Cetera Advisors (parent affiliation): The registered broker-dealer and RIA through which Intouch Wealth operates - provides identical technology, compliance, and product shelf to a network of independent advisors with similar client segments and service models.

Broad incumbents

• Edward Jones: Large broker-dealer affiliated wealth advisory franchise with thousands of local offices serving individuals, families, and small-business retirement plans - directly comparable business model with substantially greater scale and brand.
• Ameriprise Financial: National wealth advisory franchise with a large advisor network providing comprehensive financial planning and retirement income strategies to mass-affluent and HNW households - matches Intouch's planning-led approach.
• Northwestern Mutual: Mutual company with a massive advisor force delivering comprehensive financial planning, retirement, and insurance solutions to mass-affluent individuals and business owners - same planning-first, relationship-driven model.
• Fidelity Wealth Services: Large retail wealth advisory franchise combining dedicated advisors with planning tools for mass-affluent and HNW households - represents the scaled incumbent against which Intouch competes for retirement-focused clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/intouch-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Intouch Wealth Advisors