Firm
Finco Investment Services
Gilbert, Arizona
Fee-only
Finco Investment Services at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 83 individual clients, 41 of them high net worth.
- Its average account is about $293,000 (assets it manages divided by its 172 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Gilbert, Arizona |
|---|---|
| Phone | (480) 963-9605 |
Finco Investment Services fees
Finco Investment Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $50 million |
| Individual clients | 42 |
| High-net-worth clients | 41 |
| Accounts managed | 172 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 163491 |