F
Finest Edge Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$706,860
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$100,980
About
The firm provides ongoing portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small business entities. Services include both discretionary and non-discretionary asset management, written financial plans, and ERISA-plan advisory arrangements.
Investment strategies are tailored to client objectives and typically use fundamental analysis to construct asset allocations and individual-security selections, documented in an investment policy statement and reviewed at least quarterly. The firm relies on custodian relationships for trade execution and reporting and conducts periodic account reviews to address suitability, rebalancing, and tax-loss harvesting opportunities.
What is distinctive is the firm’s offering of limited-scope ERISA 3(21) plan services — including IPS development, ongoing monitoring of plan investment options, and participant education — a service set relatively uncommon among similar independent advisors. The firm also operates with a small client base and modest assets under management and discloses that the principal conducts licensed insurance sales and provides tax/business services outside the advisory practice, with conflicts disclosed and mitigations described in the brochure.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
General retirement planning
Tax strategies for small businesses
Fee options
Financial planning services flat fee between $100 and $500
1.5% annually
Main office location
Finest Edge Financial LLC
Scottsdale AZ, United States
Number of offices
1
Most active in
Finest Edge Financial LLC 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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