Advisor at Five Peaks Financial Consulting, Inc.
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
Five Peaks Financial Consulting, Inc.
Location
Phoenix, AZ
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
Joyce Rolfes is a CFP® professional with 31 years of industry experience, serving as president of Five Peaks Financial Consulting, Inc. in Phoenix, AZ since 1999. She has held trustee roles with the An Rolfes and Cm Rolfes trusts since 2012 and has been involved with the Desert Botanical Garden as a committee member since 2010. Five Peaks Financial Consulting serves a small client base of high-net-worth households and institutional clients, providing financial planning, portfolio management, and pension consulting. The firm typically operates in a non-discretionary capacity, assisting clients with manager selection and monitoring, and focuses on pension plan consulting and ERISA plan advisory services.
Based on Five Peaks Financial Consulting, Inc.
Based on Five Peaks Financial Consulting, Inc.
Fixed or quarterly retainer fees negotiable based on scope
$0 - $50,000: 0.45% $50,001 - $500,000: 0.15% $500,001+: 0.08%
$400-$500 per hour for financial planning and consulting
Fee-only: Hourly rate $400-$500 per hour; fixed quarterly/annual retainer fees negotiable
Phoenix, AZ
Arizona
Cm Rolfes Trust
2012 - Present (14 years)
An Rolfes Trust
2012 - Present (14 years)
Desert Botanical Garden
2010 - Present (16 years)
United Planners Financial Services
1999 - Present (27 years)
Five Peaks Financial Consulting, Inc.
1999 - Present (27 years)
Joyce Rolfes
1999 - Present (27 years)
Five Peaks Financial Consulting, Inc.
1999 - Present (27 years)
Five Peaks Financial Consulting, Inc.
1999 - Present (27 years)
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Is active or affiliated with:
Insurance agent
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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.
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