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Reach One Teach One Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,297,495
Total clients
72
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
72
Average account size
$115,243
About
Reach One Teach One Financial serves individuals, families, business owners and employer plan sponsors by providing investment management, comprehensive ongoing and project-based financial planning, and retirement-plan consulting for employer-sponsored plans. As a fee-only, single-advisor registered investment adviser, the firm manages client portfolios and provides tailored planning and education aligned with each client’s objectives and risk tolerance.
The firm follows a largely passive, asset-allocation driven approach that uses low-cost ETFs and model portfolios (including BlackRock ETF model solutions) and may engage outside managers when appropriate, while incorporating fundamental, technical, and cyclical analysis as needed. It also accommodates values-based preferences, offering Biblically Responsible Investing and other faith- or values-driven screening options as part of customized portfolio construction.
Notable among peer independent advisers, Reach One Teach One Financial offers regular educational seminars and speaking engagements as well as small-business retirement plan consulting and participant education—services that are relatively uncommon for solo practices. The combination of group education, ERISA-plan advisory work (including acting in a fiduciary capacity for plan sponsors), and explicit values-based investing choices forms a distinctive service mix for a firm of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Tax strategies for small businesses
Charitable giving & philanthropy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Self-Employed
Demographic focus
Religious/faith focused
Fee options
Project-Based Financial Consulting: Fixed fees range between $1,500 to $15,000; Initial plan development fee up to $15,000
$0 - $999,999: up to 1.50% $1,000,000 - $2,999,999: up to 1.25% $3,000,000+: up to 1.00%
Starting at $365 per hour for project-based financial consulting
Ongoing Financial Planning: $300 - $800 per month, paid quarterly in advance; Small Business Retirement Plan Consulting: $30 per employee per month
Account minimum: $250,000 Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office location
Reach One Teach One Financial
4435 E Chandler Blvd, Suite 200
Phoenix AZ 85048, United States
Number of offices
1
Most active in
Reach One Teach One Financial has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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