Menu burger Close thin Facebook Twitter Google plus Linked in Reddit Email arrow-right-sm arrow-right
Tap on the profile icon to edit
your financial details.

Acute Wealth Advisors

Your Details Done
by Updated

This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Acute Wealth Advisors is a wealth management firm headquartered in Mesa, Arizona. It also appears on our list of the top financial advisors in Mesa. The registered investment advisor (RIA) firm offers portfolio management services, and also specializes in financial planning, investing, retirement consulting and estate planning.

Acute Wealth Advisors Background

Acute Wealth Advisors was founded in 2001 by Damon Roberts. Matt Deaton serves as the firm’s partner. Roberts and Deaton also own the firm entirely. Acute Wealth's team of advisors does not list any advisory certifications on its website.

While based in Mesa, Acute Wealth Advisors also has numerous other Arizona offices located in Peoria, Scottsdale and Phoenix.

Acute Wealth Advisors Client Types and Minimum Account Sizes 

The firm says it serves individuals, trusts, pension plans and retirement plan trustees. However, its current client base consists solely of high-net-worth and non-high-net-worth individuals. Acute Wealth Advisors doesn’t have a minimum account size requirement. 

Services Offered by Acute Wealth Advisors

Acute Wealth Advisors offers the following services:

  • Investment management
  • Estate planning
  • Wealth transfer planning
  • Tax planning
  • Insurance planning and management
  • Retirement consulting
  • Pension analysis
  • Social Security maximization
  • Risk management 

Acute Wealth Advisors Investment Philosophy 

Acute Wealth Advisors says on its website that it aims to help families protect, grow and reduce taxes on their wealth. The firm’s retirement consulting and insurance services utilize pension analysis, income planning and asset-based long-term care strategies. 

When formulating and applying investment advice, advisors may use fundamental and/or technical analysis. Strategies include long- and short-term purchases, trading, short sales, margin transactions and covered options. 

Fees Under Acute Wealth Advisors

The firm charges a portfolio management fee based on client assets under management. The current fee schedule is as follows:

Acute Wealth Advisors Fee Schedule
Assets Under Management Fee Rate
First $500,000 1.30%
Next $500,000 1.25%
Over $1,000,000 1.20%

The chart below shows estimated fees based on the above schedule:

Estimated Investment Management Fees at Acute Wealth Advisors*
Your Assets Acute Wealth Advisors Maximum Fee Amount
$500K $6,500
$1MM $12,750
$5MM $60,750
*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount. 

Learn more about advisors' typical costs here.

What to Watch Out For

According to its latest Form ADV filed with the SEC, this firm doesn’t have any disclosures.

Some members of the firm are also licensed insurance agents and earn commissions from related activities, which could pose a potential conflict of interest. The firm has a fiduciary duty to act in clients' best interests, though.

Opening an Account With Acute Wealth Management 

The easiest way to contact the firm is to call (480) 620-6907 or visit its website contact page.

All information is accurate as of the writing of this article.  

Tips for Finding a Financial Advisor

  • Finding a financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research