Finest Edge Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small business entities. Services include both discretionary and non-discretionary asset management, written financial plans, and ERISA-plan advisory arrangements.
Investment strategies are tailored to client objectives and typically use fundamental analysis to construct asset allocations and individual-security selections, documented in an investment policy statement and reviewed at least quarterly. The firm relies on custodian relationships for trade execution and reporting and conducts periodic account reviews to address suitability, rebalancing, and tax-loss harvesting opportunities.
What is distinctive is the firm’s offering of limited-scope ERISA 3(21) plan services — including IPS development, ongoing monitoring of plan investment options, and participant education — a service set relatively uncommon among similar independent advisors. The firm also operates with a small client base and modest assets under management and discloses that the principal conducts licensed insurance sales and provides tax/business services outside the advisory practice, with conflicts disclosed and mitigations described in the brochure.
Client services
Expertise
Fee options
Financial planning services flat fee between $100 and $500
1.5% annually
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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