Advisor at Fenger Financial, PLLC
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Firm
Fenger Financial, PLLC
Location
Mesa, AZ 85206
Credentials
CFP®, Series 63
Industry experience
29 years
Richard Fenger is a CFP® and Series 63 licensed advisor with 28 years of industry experience. He is the owner and principal of Fenger Financial, PLLC in Mesa, AZ, where he has provided investment advisory, accounting, and tax preparation services since 2012. His prior experience includes roles at HD Vest Insurance Agency and Avantax Investment Services. In addition to his advisory work, Fenger operates as an independent insurance agent offering non-variable insurance products. Fenger Financial provides discretionary investment management, financial planning, and small-business retirement plan services to individuals, pension plans, trusts, estates, and business entities. The firm combines active management with strategic asset allocation using mutual funds, ETFs, equities, and bonds, supported by fundamental, technical, and cyclical analysis. It also offers integrated accounting and tax preparation services alongside investment advice, serving a mix of individual and corporate clients.
Based on Fenger Financial, PLLC
Maximum 2.00% annually, negotiable down
3740 E Southern Ave, Ste 110
Mesa, AZ 85206
Arizona
Independent Insurance Agent
2024 - Present (2 years)
HD Vest Insurance Agency, LLC
2014 - 2024 (10 years)
Fenger Financial
2012 - Present (14 years)
Integrity Financial Solutions, LLC
2004 - Present (22 years)
Avantax Insurance Agency, LLC
2000 - 2024 (24 years)
Avantax Investment Services, INC.
1997 - 2024 (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.
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