A complete list of active advisors currently associated with Fleming Wealth Strategies, LLC
Warmer can help you find a great advisor at Fleming Wealth Strategies, LLC or one who fits your needs even better.
Fleming Wealth Strategies provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm reports managing approximately $46.9 million for roughly 70 clients and offers portfolio management, financial planning/consulting, and pension consulting services tailored to client needs. The firm typically manages accounts on a discretionary basis, developing customized portfolios, monitoring performance, and rebalancing as market conditions or client circumstances change; it may employ fundamental and cyclical analysis and occasionally use short-term trading or options when suitable. Fleming Wealth Strategies also offers access to LPL-sponsored model and allocation programs (Optimum Market Portfolios and Model Wealth Portfolios) and conducts at least annual reviews with clients. Notable distinctions include the adviser’s dual registration as a registered representative of a broker-dealer (LPL Financial) and licensure to sell insurance products, which can generate commission-based compensation in addition to advisory fees. The firm also provides pension plan consulting with participant education and seminars (not offered to the public) and distributes periodicals/newsletters—services that are relatively uncommon among similar independent advisory firms.
To learn more about the advisors currently working at Fleming Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Glendale, AZ
| 28
|
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