Advanced Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Advanced Financial Services provides portfolio management, financial planning, and third‑party manager selection and oversight for a mix of clients that include pension and profit‑sharing plans, trusts, charitable organizations, and individuals. The firm prepares comprehensive financial plans addressing assets, liabilities, insurance, tax and estate considerations and develops portfolios intended to align with each client’s risk tolerance and time horizon.
The firm implements client strategies primarily by recommending and onboarding third‑party money managers, conducting initial due diligence and performing at least annual reviews of those managers, and it discloses relationships with managers such as Morningstar Managed Portfolios and Freedom Advisors. Investment analysis relies on fundamental and technical methods as appropriate, and the firm does not engage in option trading, commodities, foreign currency trading, or performance‑based fee arrangements.
What distinguishes the firm from many peers is its combination of pension‑plan consulting and manager‑selection services together with affiliations with several insurance companies and a licensed insurance professional, roles that are relatively uncommon among firms in this category. The firm also reported $0 in discretionary and non‑discretionary assets under management as of December 31, 2024 and operates with a single advisory professional, relying on third‑party managers for implementation.
Client services
Expertise
Fee options
<$250,000 - $250,000: 2.18% $250,000 - $500,000: 2.09% $500,000 - $2,000,000: 2.05% $2,000,000 - $5,000,000: 2.00% $5,000,000+: Negotiated
Main office location
Advanced Financial Services
8777 N. Gainey Center Dr., #191
Scottsdale AZ 85258, United States
Number of offices
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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:
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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.
Forms ADV
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