AF
CFP

Anthony James Fischetti

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

Financial Plan Fee:$1,000 - $50,000
Hourly Rate:$150 - $500/hr

Investment advisory fees range up to 2.25% annually, depending on the investment strategy's complexity and account size. Larger or less complex accounts may have lower fees. Some advisors establish minimum fees, potentially exceeding 2.25% annually. Financial planning fees range from $150 to $500 per hour or $1,000 to $50,000 per project. Retainer agreements range from $1,000 to $20,000 per year.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

5134 N Centralavenue, Suite 101, Phoenix, AZ, 85012

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Regulatory 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.

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Employment History
Current Registrations
Dynamic
January 2023 - Present · 3 yrs
Previous Registrations
Vanguard Marketing CorporationBroker
July 2017 - May 2019 · 1 yr 10 mos
State Registrations2 states
AZCO
Advisor
Exams
No exam information available for this advisor.