Be advised. This firm is no longer registered.

Foothills Financial Planning & Wealth Management, LLC

Foothills Financial Planning & Wealth Management, LLC (CRD# 147270) is a financial advisory firm headquartered in Phoenix, AZ. They manage $128,387,393 in 424 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $302,800
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, NC, TX

Financial Advisors at Foothills Financial Planning & Wealth Management, LLC
No Advisor Found.
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