Advisor at Financial Consulting Professionals, 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
Financial Consulting Professionals, LLC
Location
Scottsdale, AZ 85254
Credentials
Series 63, Series 66
Industry experience
24 years
George Grombacher is a financial advisor at Financial Consulting Professionals, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including MassMutual Life Insurance Company and United Planners Financial Services. He is also associated with Arcwood Financial, where he provides fee-based planning and insurance services. Financial Consulting Professionals primarily serves employer-sponsored retirement plans and individual clients, offering discretionary and non-discretionary investment management, retirement plan consulting, and participant education. The firm’s approach incorporates cyclical analysis and modern portfolio theory, emphasizing long-term trading and investment policy statement-driven reviews.
Based on Financial Consulting Professionals, LLC
Based on Financial Consulting Professionals, LLC
Flat fees for pension consulting range from $1,000 to $250,000; project-based fees range from $500 to $100,000; fixed financial planning fee is $1,000.
$0 - $499,000: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $4,999,999: 0.50% $5,000,000 - $9,999,999: 0.40% $10,000,000 - $19,999,999: 0.30% $20,000,000+: 0.25%
Investment advisor representatives may also accept commissions for the sale of securities and other products to clients.
7028 E. Friess Drive
Scottsdale, AZ 85254
Arizona
Financial Consulting Professionals
2018 - Present (8 years)
Arcwood Fninancial LLC
2016 - Present (10 years)
United Planners Financial Services
2016 - Present (10 years)
Moving Forward Advocates, LLC
2016 - Present (10 years)
Moving Forward Advocates, LLC
2016 - Present (10 years)
MassMutual life Insurance Company
2013 - 2016 (3 years)
Mml Investors Services Llc
2013 - 2016 (3 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
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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