Molinar & Co Financial Advocates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to a mix of institutional and organizational clients, including employer-sponsored retirement plans, pension and profit-sharing plans, as well as individuals, corporations, and charitable organizations. It operates as a fee-only registered investment adviser and may refer clients to third‑party professionals for specialized services.
The firm integrates financial planning with portfolio construction, using asset-allocation frameworks and a mix of passive and active strategies informed by fundamental, technical, and modern-portfolio-theory analysis. For retirement-plan clients it offers consulting and ongoing plan oversight, including discretionary plan management and ERISA-related investment fiduciary services when engaged.
What differentiates the firm from many peers is its explicit focus on retirement-plan consulting and the capacity to serve as an ERISA investment manager, a service relatively uncommon among investment-manager firms, and its willingness to offer project-based and hourly planning engagements in addition to AUM-based fees. The firm is newly formed and led by a CFP®-certified principal who retains an insurance license for risk-analysis purposes and has developed military-focused financial literacy programming through an affiliated nonprofit.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for project-based financial planning range from $1,500 to $5,000; initial ongoing planning fee up to $2,500.
$0 - $300,000: 1.25% $300,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
$300 per hour for project-based financial planning.
Fee-only: Fee-only firm; only compensation is from client fees; no commissions or asset-based sales charges from product sales.
Main office
2801 E Camelback Rd Ste 200
Phoenix AZ 85016
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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