The Firm

Norris Wealth Management, LLC is a small, independent, Fee-0nly investment advisory firm located in Phoenix, Arizona. Our firm specializes in profit sharing 401(k) Plans, also known as ERISA-governed retirement plans, for small to medium sized businesses. For individuals and families, NWM offers financial planning services.

Norris Wealth Management, LLC was founded in 2010 to better align with ongoing and proposed regulatory changes affecting the covered service providers of ERISA- governed retirement.  In 2011, NWM began managing retirement plans on a level-fee basis, as a section 3(21) non-discretionary fiduciary. The fiduciary standard of care services provided then, is consistent with services provided today. 

Our value to you is being an optimally sized firm that allows us to serve clients with highly personalized and responsive services.

You can find out more about us in our disclosure document (ADV Part 2)