HF
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
182 clients
Average Client Portfolio
$367K average
Assets Under Management
$66.8M
Areas of Practice
Insurance Planning
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Advisor Information
Office location
2162 E. Williams Field Rd Suite 111, Gilbert, AZ, 85295
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
Redeem Wealth Management
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
Personal Capital Advisors Corporation
September 2020 - July 2021 · 10 mos
Financial Engines Advisors L.L.C.
September 2018 - September 2020 · 2 yrs
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
April 2018 - July 2018 · 3 mos
Fidelity Brokerage Services LLCBroker
March 2016 - September 2018 · 2 yrs 6 mos
AXA Advisors, LLC Broker
October 2015 - March 2016 · 5 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.