Advisor at Covenant Financial Advisors, 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
Covenant Financial Advisors, LLC
Location
Phoenix, AZ 85028
Credentials
PFS™, Series 66
Industry experience
25 years
Charles Hirlinger is a financial advisor with Covenant Financial Advisors, LLC in Phoenix, AZ, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked with multiple firms including Cambridge Investment Research and operates his own CPA practice, Charles Hirlinger Company, PC, which provides tax consultation and accounting services. Covenant Financial Advisors offers investment management, financial planning, and retirement plan services to individuals, trusts, and business entities. The firm integrates investment advice with affiliated accounting and tax-preparation services, utilizing a balanced ETF-based approach and providing specialized ERISA retirement-plan advisory and consulting services.
Based on Covenant Financial Advisors, LLC
Based on Covenant Financial Advisors, LLC
1.25% annually (maximum, negotiable)
$250 per hour for financial planning and consulting services, not to exceed $5,000 total (fees negotiable)
11201 N. Tatum Blvd., Ste 300
Phoenix, AZ 85028
Arizona
Covenant Financial Advisors, LLC
2023 - Present (3 years)
Premier Accounting Group PLC
2018 - Present (8 years)
Capital Asset Advisors LLC
2018 - Present (8 years)
Cambridge Investment Research, Inc.
2011 - 2018 (7 years)
Cambridge Investment Research Advisors
2011 - 2018 (7 years)
Hirlinger, PLC
2008 - Present (18 years)
Charles Hirlinger Company, Pc
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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
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CFP®, Series 63, Series 66
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Echelon Private Wealth LLC
Series 65
Phoenix, AZ
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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