Foothills Financial Planning, Inc.

Foothills Financial Planning, Inc. (CRD# 147270) is a financial advisory firm headquartered in Phoenix, AZ. They manage $35,952,763 in 209 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $172,023
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, UT

Financial Advisors at Foothills Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kevin P. O'Reilly
CRD#: 2236276
4425 E. Agave Road, Suite 106, Phoenix, AZ 85044
103
Wealthminder
score
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.
2
Janet L. Gerlings
CRD#: 6721739
4425 E. Agave Road, Suite 132, Phoenix, AZ 85044
90
Wealthminder
score

Janet Gerlings (CRD# 6721739) is an Investment Advisor Representative working at Foothills Financial Planning, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry. Janet Gerlings 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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