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 65
Industry experience
3 years
Joshua Gifford is a financial advisor at Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior work includes roles at T&T Capital Management and MassMutual Financial Group. He serves as a board member for the nonprofit Prefund the Police. 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 approach incorporates fundamental, technical, and cyclical analysis, asset allocation, and regular account reviews, often utilizing third-party money managers and offering specialized financial analyses.
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
T&T Capital Management
2023 - 2023 (1 year)
Premier Southwest Planning Group, LLC
2022 - Present (4 years)
Prefund the Police- Non- Profit
2021 - Present (5 years)
Integrity Wealth Partners AZ, LLC
2021 - Present (5 years)
Premier Southwest Benefits Group, Inc.
2017 - Present (9 years)
MassMutual Financial Group
2017 - 2019 (2 years)
Family Tree Estate Planning
2014 - 2016 (2 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
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
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CFP®, Series 63, Series 66
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Series 65
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CFP®, Series 63
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Musser Financial Planning, LLC
Series 63, Series 65
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FMT Investment Advisory
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Karpinski Financial, LLC
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