Fee-OnlyFinder

Advisers in Phoenix, MD

2 advisers in Phoenix — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Raskin Global INC.3312 Papermill Road, Suite 202 · Phoenix, MD 21131 · (443) 212-1122 · Financial planningCRD 313300 · % of assets, Hourly charges, Fixed fees · $30.8 million AUMState registeredNo commissions reportedSovereign Financial Services, LLC12 Brocster CT · Phoenix, MD 21131 · (410) 575-3120 · Financial planningCRD 153059 · % of assets, Hourly charges, Fixed fees · $92.1 million AUMState registeredNo commissions reported
Talking to advisers in Phoenix? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.