Scottsdale Wealth Planning, Inc.
Scottsdale Wealth Planning, Inc. (CRD# 169248) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $68,000,000 in 344 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management68MILLION
Total Number of Accounts344ACCOUNTS
Average Account Value$197,674
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Paul Ohanian (CRD# 1403229) is an Investment Advisor Representative working at Scottsdale Wealth Planning, Inc. in Scottsdale, AZ and has over 28 years of experience in the finance industry. Paul Ohanian 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.