Scottsdale Wealth Planning, Inc.
Scottsdale Wealth Planning, Inc. (CRD# 169248) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $77,060,000 in 357 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management77MILLION
Total Number of Accounts357ACCOUNTS
Average Account Value$215,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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.
Rachael Hodyno (CRD# 6841577) is an Investment Advisor Representative working at Scottsdale Wealth Planning, Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.