TC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
224 clients
Average Client Portfolio
$222K average
Assets Under Management
$49.8M
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Advisor Information
Office location
7621 E. Gray Rd. Suite C., Scottsdale, AZ, 85260
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 →Other Business ActivitiesSells Insurance
Todd is an insurance agent under Bedrock Financial Services, selling life and annuity products on a commission basis. This is a 1099 business.
Employment History
Current Registrations
Bedrock Investment Advisors
November 2014 - Present · 11 yrs 2 mos
Previous Registrations
Bedrock Investment Advisors
November 2014 - December 2024 · 10 yrs 1 mo
Bfc Planning, INC.
August 2014 - November 2014 · 3 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.