Fleming Wealth Strategies, LLC

Fleming Wealth Strategies, LLC (CRD# 167873) is a financial advisory firm headquartered in Phoenix, AZ. They manage $26,227,762 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $494,863
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Fleming Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy F. Fleming
CRD#: 2928133
2155 W. Pinnacle Peak Rd, Suite 201, Phoenix, AZ 85027
84
Wealthminder
score

Timothy Fleming (CRD# 2928133) is an Investment Advisor Representative working at Fleming Wealth Strategies, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry. Timothy Fleming has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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