Krueger Financial logo

Krueger Financial

Updated today

Client assets under management

$0

Clients

350

14% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

117

Very High

Average account size

$0

About

Krueger Financial provides personalized financial and retirement planning to individuals, families, businesses, trusts, estates and other organizations, serving both high‑net‑worth and non‑HNW clients. The firm offers written financial plans, ongoing review services and estate settlement assistance, and currently does not report assets under discretionary management.

The firm’s process relies on interviews and questionnaires to assess goals, risk tolerance and time horizon and emphasizes broad asset‑class exposure and asset allocation through funds rather than individual stock or bond selection. Krueger states a long‑term, tax‑aware focus and spends a majority of its time delivering planning without providing continuous portfolio management or discretionary trading.

Krueger’s advisory representatives are dually registered as broker‑dealer registered representatives and are licensed insurance agents, and the firm discloses that a large share of advisor activity is tied to broker‑dealer and insurance compensation—creating potential incentives to recommend insurance products or custody at its affiliated broker‑dealer. With roughly 600 clients supported by three advisors (about 200 clients per advisor), the firm’s high client‑to‑advisor ratio and its lack of percentage‑of‑AUM advisory fees and routine portfolio management for individuals are uncommon features relative to many peers.

Client services

Financial planning

Expertise

Life insurance needs analysis Disability insurance Long-term care insurance

Fee options

Commissions

Certain representatives earn commissions for sales of securities or investment products through Commonwealth Financial Network

Other

Fee-only: Financial planning fees range from $0 to $2,000; annual renewal fees range from $0 to $2,000; estate settlement fees range from $0 to $5,000

Main office location

Krueger Financial

15215 S 48 Th Street, #170

Phoenix AZ 85044, 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

Advisors at this firm

user avatar

Timothy H

CFP®, Series 63, Series 65, Series 66

Phoenix, AZ

Krueger Financial

Timothy Hill is a CFP® with 37 years of experience in the financial services industry. He is affiliated with Krueger Financial and has held positions at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Hill is also involved in fixed insurance sales as part of his business activities. Krueger Financial provides personalized financial and retirement planning to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.

Life insurance needs analysis Disability insurance Long-term care insurance
user avatar

Kimberly K

CFP®, Series 63, Series 66

Phoenix, AZ

Krueger Financial

Kimberly Krueger is a CFP® professional with 19 years of industry experience, currently serving at Krueger Financial. Her work history includes roles at Commonwealth Financial Network, Sagepoint Financial, LPL Financial, and National Planning Corporation. She is a co-owner of Ascent Financial, LLC, which facilitates securities, advisory, and insurance business. Krueger Financial provides personalized financial and retirement planning services to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure and asset allocation through funds, with a primary focus on planning rather than continuous portfolio management or discretionary trading.

Life insurance needs analysis Disability insurance Long-term care insurance
user avatar

Eric K

CFP®, Series 63

Phoenix, AZ

Krueger Financial

Eric Krueger is a CFP® with 13 years of experience in the financial industry. He is affiliated with Krueger Financial, where he has worked since 2010, and has prior experience at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Krueger is a co-owner of Ascent Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Krueger Financial provides personalized financial and retirement planning services to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure and asset allocation through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.

Life insurance needs analysis Disability insurance Long-term care insurance
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