Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFG Advisors charges an advisory fee for asset management services, with fees ranging up to a maximum of 1.95% of assets under management. Fees can be fixed, variable (linear), or variable (tiered), and are negotiable. Financial planning services are offered on an hourly basis ($100-$1000), flat fee basis ($100-$5,000), or subscription-based basis. The firm does not require prepayment of more than $1,200 in fees more than six months in advance.
Areas of Practice
Advisor Information
Office location
3200 N. Central Ave, Suite #200, Phoenix, AZ, 85012
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam provides advisory services through A.M. Guidance & Financial Services Consulting, LLC and is a board member of the Financial Planning Association of Greater Phoenix. He is also the CEO and founder of A.M. Guidance & Financial Services Consulting, L.L.C., focused on recruiting, coaching, and training financial advisors, and owns a small fixed insurance agency, dedicating about 10-20% of his time to each of these activities.