Financial Advisor Guide
Companies

A. TO Z. FINANCIAL CONSULTING AND WEALTH MANAGEMENT

Phone 858-923-8200
Organization CRD 172485

About

A. TO Z. Financial Consulting and Wealth Management is a reputable financial advisory firm dedicated to helping clients achieve their financial goals. With over 15 years of experience, the firm has a team of 10 skilled advisors who provide personalized financial solutions tailored to each client's unique needs and objectives. A. TO Z. assists clients in assessing their current financial situation, developing a personalized financial plan, managing investments, and implementing strategies for estate planning, wealth transfer, and retirement income. The firm manages over $500 million in assets and serves a diverse client base that includes individuals, families, small businesses, and high net worth individuals. A. TO Z. charges a fee based on a percentage of assets under management, ensuring their interests are aligned with their clients'. The team at A. TO Z. is highly qualified, with diverse backgrounds in finance, accounting, and investment management. They pride themselves on providing unbiased, objective advice and building long-term relationships with their clients. A. TO Z. is registered with the SEC and adheres to the fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm also conducts annual compliance audits to ensure full compliance with all laws and regulations. With a strong focus on ethics and transparency, A. TO Z. is a trusted partner for individuals and businesses seeking expert financial guidance.

Key Takeaways

  • Assessment of current financial situation
  • Development of personalized financial plan
  • Investment management and portfolio strategy
  • Estate planning and wealth transfer
  • Retirement planning and income strategies

Facts & Insights

A. TO Z. Financial Consulting and Wealth Management has been in business for over 15 years, providing financial planning and wealth management services to clients across the country. As of 2021, the firm manages over $500 million in assets and has a team of 10 skilled advisors dedicated to helping clients achieve financial success.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
10

Financial Services Offered

  • Financial planning
  • Investment management
  • Estate planning
  • Retirement planning
  • Tax planning
  • Insurance planning
  • Education planning

Client Types

  • Individuals
  • Families
  • Small businesses
  • High net worth individuals

Fees & Compensation

A. TO Z. Financial Consulting and Wealth Management charges a fee based on a percentage of the assets under management. This fee structure ensures that the firm's interests are aligned with its clients' and incentivizes the firm to prioritize their financial success. The firm may also receive compensation from third-party service providers, such as mutual fund companies.

Background

The team at A. TO Z. Financial Consulting and Wealth Management is comprised of highly qualified and experienced advisors with diverse backgrounds in finance, accounting, and investment management. The firm takes pride in providing unbiased, objective advice and building long-term relationships with its clients based on trust and transparency.

Disclosures

  • A. TO Z. Financial Consulting and Wealth Management is registered with the Securities and Exchange Commission (SEC) and adheres to the fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm also has a strict code of ethics and conducts annual compliance audits to ensure full compliance with all laws and regulations.

Firm Facts

Organization CRD
172485
Legal Name
A. TO Z. FINANCIAL CONSULTING AND WEALTH MANAGEMENT