Foothills Financial Planning, Inc.
Foothills Financial Planning, Inc. (CRD# 147270) is a financial advisory firm headquartered in Phoenix, AZ. They manage $61,000,000 in 280 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management61MILLION
Total Number of Accounts280ACCOUNTS
Average Account Value$217,857
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Janet Gerlings (CRD# 6721739) is an Investment Advisor Representative working at Foothills Financial Planning, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry. Janet Gerlings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.