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).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $168,652
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 - 1 of 1 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.
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