Advisor at Premier Southwest Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Premier Southwest Planning Group, LLC
Location
Scottsdale, AZ
Credentials
Series 63, Series 65
Industry experience
36 years
Bruce Weinstein is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Mass Mutual and TIM TRAVIS CAPITAL MANAGEMENT, LLC, and he is involved in managing a ranch property and co-owning The Cortez Inn LLC. Premier Southwest Planning Group, LLC provides fee-based financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm’s services include comprehensive financial planning, discretionary asset management, ERISA 3(21) plan advisory, and coordination with third-party money managers, with portfolios tailored to clients’ objectives, time horizons, and risk tolerance.
Based on Premier Southwest Planning Group, LLC
Based on Premier Southwest Planning Group, LLC
Based on Premier Southwest Planning Group, LLC
Between $75 and $4,000
$0 - $10,000,000: 0.75% annually $10,000,000 - $20,000,000: 0.25% annually $20,000,000+: Negotiable
Up to $350 per hour
Scottsdale, AZ
Arizona · California · Illinois · Texas
The Cortez Inn Llc
2019 - Present (7 years)
TIM TRAVIS CAPITAL MANAGEMENT, LLC dba T&T CAPITAL MANAGEMENT
2017 - 2023 (6 years)
Mass Mutual
2017 - Present (9 years)
Bull Canyon Ranch, LLC
2005 - Present (21 years)
Premier Southwest Planning Group, LLC
2004 - Present (22 years)
The O.N. Equity Sales Company
2004 - 2017 (13 years)
Premier Southwest Benefits Group
2001 - Present (25 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
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CFP®, Series 63, Series 66
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Series 65
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Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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