Foothills Financial Planning, Inc.
Foothills Financial Planning, Inc. (CRD# 147270) is a financial advisory firm headquartered in Phoenix, AZ. They manage $27,996,287 in 166 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts166ACCOUNTS
Average Account Value$168,652
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kevin Oreilly (CRD# 2236276) is an Investment Advisor Representative working at Foothills Financial Planning, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.