Fleming Wealth Strategies, LLC
Fleming Wealth Strategies, LLC (CRD# 167873) is a financial advisory firm headquartered in Phoenix, AZ. They manage $28,650,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$260,455
- A percentage of assets under your management
- Hourly charges
- 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
Timothy Fleming (CRD# 2928133) is an Investment Advisor Representative working at Fleming Wealth Strategies, LLC in Phoenix, AZ and has over 20 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.