Advisor at Fleming Wealth Strategies, 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
Fleming Wealth Strategies, LLC
Location
Glendale, AZ 85308
Credentials
CFP®, Series 66
Industry experience
28 years
Timothy Fleming is a CFP® with 28 years of industry experience, currently operating as the sole advisor at Fleming Wealth Strategies, LLC since 2013. He also maintains a long-term affiliation with LPL Financial dating back to 2010. Outside of his advisory work, Fleming is involved in a family business that manages a cycling team and organizes group rides, and he owns a soccer coaching and tournament business; he additionally coaches soccer for the Deer Valley School District. Fleming Wealth Strategies is an independent registered investment adviser managing approximately $41.3 million for about 70 clients, including individuals, pension plans, trusts, estates, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing a combination of investment strategies tailored to client objectives and risk tolerance.
Based on Fleming Wealth Strategies, LLC
Based on Fleming Wealth Strategies, LLC
$0 - $250,000: 1.50% $250,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.90% $5,000,001+: 0.60%
Commission-based compensation earned by Timothy F. Fleming for selling insurance products such as term insurance, disability insurance, annuities, or long-term care insurance; separate and in addition to advisory fees.
Starting at $250.00 per hour for financial planning or consulting services; negotiable depending on scope and complexity.
Account minimum: $250,000 minimum
19420 N. 59 Th Avenue, Suite B247
Glendale, AZ 85308
Arizona
Fleming Wealth Strategies, LLC
2013 - Present (13 years)
LPL Financial, llc
2010 - Present (16 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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