Fenger Financial, PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,563,091
Total clients
138
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
138
Average account size
$177,993
About
Fenger Financial serves individual investors as well as pension and profit-sharing plans, trusts, estates, corporations and other business entities, providing discretionary investment management, financial planning and small-business retirement plan services. The firm manages approximately $24.6 million on a discretionary basis and offers financial planning and consulting alongside portfolio management.
Investment approach combines active management with a strategic asset-allocation framework, typically constructed using mutual funds and ETFs (with individual equities and bonds used when appropriate) and tailored to clients’ time horizons, risk tolerance and goals. Accounts are monitored on an ongoing basis with periodic reviews and are custodied through a single qualified custodian as part of the firm’s operating practices.
What distinguishes the firm from many peers is the owner’s CPA credential and the provision of tax and accounting services through the advisory practice, along with the ability to advise and service corporate/business clients and retirement plans — services that are relatively uncommon among independent, state-registered advisory firms. The principal is also a licensed insurance agent, and the firm discloses that insurance product sales and related compensation can present potential conflicts that are addressed in its disclosures and procedures.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
General tax planning
Annuities
Fee options
Maximum 2.00% annually, negotiable down
Main office location
Fenger Financial, PLLC
3740 E Southern Ave, Ste 110
Mesa AZ 85206, United States
Number of offices
1
Most active in
Fenger Financial, PLLC 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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