Vail Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vail Financial Advisors (Singer Ventures LLC dba Vail Financial Advisors) describes advisory services for individuals, high‑net‑worth individuals, trusts and estates, providing discretionary investment management and financial planning. The firm is fee‑based and constructs customized portfolios using mutual funds, ETFs and, when appropriate, individual stocks and bonds.
The firm combines fundamental and technical analysis and describes its strategies as primarily long‑term focused while permitting shorter‑term trades for rebalancing or specific client needs, typically implementing client strategies on a discretionary basis. Accounts are monitored regularly, clients receive periodic reports, and transactions are executed through custodians such as Charles Schwab with advisory fees debited from client accounts.
Noteworthy items in the ADV include an initial filing that reported no assets under management and no clients, operation by a sole advisory professional who holds the CFA charter, and recent SEC registration despite an earlier founding date. The brochure also discloses an institutional relationship with Schwab that provides software and other economic benefits, availability of standalone financial planning engagements, and a historical Chapter 7 bankruptcy discharge disclosed in the principal’s background.
Client services
Expertise
Fee options
Financial planning fees range from $750 to $3,000 depending on scope and complexity
$0 - $1,000,000: 1.25% Over $1,000,000+: 1.00%
Main office
Vail AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Singer Ventures LLC · Vail Financial Advisors
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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