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Financial planning in Surprise, AZ

3 advisers in Surprise offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 3

Burris Wealth Management, INC.15286 N 144th Ave · Surprise, AZ 85379 · (623) 776-5567 · Financial planningCRD 171049 · % of assets, Hourly charges · $11.6 million AUMState registeredNo commissions reportedDynamic Wealth Advisors14749 W. Mountain View Blvd., Suite 144 · Surprise, AZ 85374 · (623) 466-6060 · Financial planningCRD 169792 · % of assets, Hourly charges, Fixed fees · $193.3 million AUMSEC registeredNo commissions reportedHillspring Financial, INC.12213 W. Bell Road, Suite 209 · Surprise, AZ 85378 · (623) 583-6141 · Financial planningCRD 113938 · % of assets, Hourly charges, Fixed fees · $186.0 million AUMSEC registeredNo commissions reported