Francisco Ayala
The Coleridge Group · Phoenix, Arizona
Francisco Ayala is a fee-only financial advisor at The Coleridge Group in Phoenix, Arizona, who holds the CFA, CFP and MBA credentials. Francisco charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,800 a year and no asset minimum) and focuses on tax planning, estate & legacy planning and student loans.
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Specialties
Who they serve
- High earners
Facts
| Firm | The Coleridge Group |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,800 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $56.0M across 106 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in AZ, CA · CRD 4645478 |
| Exams passed | Series 63 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | coleridgegroup.com |
| Profile |
How Francisco's firm compares
- Ongoing planning starts at $4,800 a year, in line with the Arizona median of $4,800 for fee-only firms that publish prices.
- The Coleridge Group's average account is about $528,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about Francisco
Is Francisco Ayala a fee-only financial advisor?
Yes. Francisco Ayala is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Francisco's firm.
How does Francisco charge for financial advice?
Francisco charges a flat fee or retainer and an ongoing planning fee.
How much does Francisco charge?
According to The Coleridge Group's website, checked October 28, 2026: ongoing planning from $4,800 a year; no asset minimum.
Where is Francisco Ayala based?
Francisco Ayala is based in Phoenix, Arizona.
What does Francisco specialize in?
Francisco's specialties include tax planning, estate & legacy planning, student loans, small business owners and equity compensation. Francisco works with high earners.
What credentials does Francisco Ayala hold?
Francisco Ayala holds the CFA, CFP and MBA credentials.
Is Francisco Ayala registered with the SEC?
Yes. Francisco Ayala is registered as an investment adviser representative in AZ and CA (CRD 4645478), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does The Coleridge Group manage?
The Coleridge Group reports $56.0M across 106 accounts in assets under management.
How do I contact Francisco Ayala?
Through Francisco's website, coleridgegroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- The Coleridge Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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