CH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
96 advisors
Number of Clients
4,317 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$9.0B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Our standard advisory fee is based on a percentage of your assets under management. For example, the annual fee is 1.50% on the first $100,000, scaling down to 0.50% for assets between $7 million and $10 million. Fees are negotiable for accounts over $10 million. MAPP accounts have a different fee schedule. Financial planning fees are negotiable and can be hourly, flat, or AUM-based.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
8777 N. Gainey Center Drive, Suite 201, Scottsdale, AZ, 85258
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
HUB Investment Partners, LLC
August 2025 - Present · 5 mos
Global Retirement Partners LLC
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wealthplan Advisors, LLC
September 2013 - February 2023 · 9 yrs 5 mos
State Registrations3 states
AZTXUT
Advisor
Exams
No exam information available for this advisor.