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).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $217,857
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Foothills Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Janet L. Gerlings
CRD#: 6721739
Phoenix, AZ 85044

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.

2
Kevin P. O'Reilly
CRD#: 2236276
Phoenix, AZ 85044
Kevin Oreilly (CRD# 2236276) is an Investment Advisor Representative working at Foothills Financial Planning, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.