M
Molinar & Co Financial Advocates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Retirement income strategy
Business ownership considerations
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
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 location
Molinar & Co Financial Advocates
2801 E Camelback Rd Ste 200
Phoenix AZ 85016, United States
Number of offices
1
Most active in
Molinar & Co Financial Advocates has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")