Advisor at Consolidated Portfolio Review Corp
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
Consolidated Portfolio Review Corp
Location
Prescott Valley, AZ 86314
Credentials
CFP®, Series 66
Industry experience
21 years
Stephen Vallender is a CFP® with 21 years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. His prior roles include positions at Vanderbilt Securities LLC, Western International Securities, Inc., and Financial West Group. Outside of his advisory work, he is a part owner of National One Tax Advisors and National One Insurance Advisors, which provide tax preparation and life insurance services. Consolidated Portfolio Review Corp offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios that may include proprietary model portfolios and third-party sub-advisors.
Based on Consolidated Portfolio Review Corp
Flat fees for Annual Planning Services, charged as agreed upon in the Financial Planning Agreement.
$0 - $100,000: 2.50% $100,001 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Hourly financial planning/consulting fees charged as flat rate per hour, varying by advisor experience and location.
Minimum fee: Minimum annual management fee of $90.00 Fee-only: Advisory fees based on assets under management; no commissions charged within advisory accounts.
8030 E. Spouse Dr, Ste A
Prescott Valley, AZ 86314
Arizona · Nevada · Texas
Consolidated Portfolio Review
2022 - Present (4 years)
Vanderbilt Securities LLC
2022 - Present (4 years)
Western International Securities, Inc.
2017 - 2022 (5 years)
Financial West Group
2008 - 2017 (9 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 65
Prescott, AZ
Yavapai Financial Planning, L.L.C.
Series 63, Series 65
Prescott, AZ
Prescott Investor Services, Inc.
CFP®, Series 63, Series 65, Series 66
Prescott, AZ
Fiwheels
Series 63, Series 65
Prescott, AZ
Tandem Investment Partners, LLC
Series 63, Series 66
Prescott Valley, AZ
New Life Financial LLC
Series 63, Series 65
Prescott Valley, AZ
New Life Financial LLC
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