Phoenix, AZ Office

ELE Advisory Services, Inc. provides ongoing portfolio management, financial planning, and retirement‑planning seminars to individuals (including high‑net‑worth clients), business owners, and charitable organizations. The firm offers Investment Policy Statements, selection of third‑party advisers, and manages portfolios across mutual funds, equities, fixed income, ETFs, REITs, annuities and private placements.

The firm’s investment process emphasizes fundamental analysis, documented risk‑tolerance and customized Investment Policy Statements to guide asset allocation, monitoring, and trading (both long‑ and short‑term). Although its advisory agreement may request discretionary authority, the firm reports virtually all assets as non‑discretionary, so most client accounts retain primary decision authority or are managed through directed third‑party arrangements.

Compared with many multi‑team advisors, ELE has multiple affiliated business lines beyond investment advice, including a broker‑dealer relationship and affiliated real estate and mortgage activities, and some supervised persons hold insurance and real‑estate licenses; those affiliations are disclosed as potential referral and compensation sources. The firm also regularly refers clients to approved third‑party money managers and participates in institutional custodian programs that can produce fee‑sharing or other economic benefits, which may influence how certain services are arranged.