Reach One Teach One Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reach One Teach One Financial serves individuals, families, business owners and employer plan sponsors by providing investment management, comprehensive ongoing and project-based financial planning, and retirement-plan consulting for employer-sponsored plans. As a fee-only, single-advisor registered investment adviser, the firm manages client portfolios and provides tailored planning and education aligned with each client’s objectives and risk tolerance.
The firm follows a largely passive, asset-allocation driven approach that uses low-cost ETFs and model portfolios (including BlackRock ETF model solutions) and may engage outside managers when appropriate, while incorporating fundamental, technical, and cyclical analysis as needed. It also accommodates values-based preferences, offering Biblically Responsible Investing and other faith- or values-driven screening options as part of customized portfolio construction.
Notable among peer independent advisers, Reach One Teach One Financial offers regular educational seminars and speaking engagements as well as small-business retirement plan consulting and participant education—services that are relatively uncommon for solo practices. The combination of group education, ERISA-plan advisory work (including acting in a fiduciary capacity for plan sponsors), and explicit values-based investing choices forms a distinctive service mix for a firm of this size.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Consulting: Fixed fees range between $1,500 to $15,000; Initial plan development fee up to $15,000
$0 - $999,999: up to 1.50% $1,000,000 - $2,999,999: up to 1.25% $3,000,000+: up to 1.00%
Starting at $365 per hour for project-based financial consulting
Ongoing Financial Planning: $300 - $800 per month, paid quarterly in advance; Small Business Retirement Plan Consulting: $30 per employee per month
Account minimum: $250,000 Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
4435 E Chandler Blvd, Suite 200
Phoenix AZ 85048
Advisors at this office
1
Most active in
Arizona
Also doing business as
R1 T1 Financial LLC · Reach One Teach One Financial
Disclosures
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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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