Scottsdale Wealth Planning, Inc.

Scottsdale Wealth Planning, Inc. (CRD# 169248) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $138,431,872 in 271 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7033 E. Main Street, Suite 104, Scottsdale, AZ 85251
https://www.youtube.com/channel/ucp2z73cyqcyqfd5iktjgnaq/featured?view_as=subscriber
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $510,819
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, TX

Financial Advisors at Scottsdale Wealth Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Rachael Hodyno, financial advisor Scottsdale AZ
Rachael L. Hodyno
CRD#: 6841577
7033 E. Main Street, Suite 104, Scottsdale, AZ 85251

Rachael Hodyno (CRD# 6841577) is an Investment Advisor Representative working at Scottsdale Wealth Planning, Inc. in Scottsdale, AZ and has over 6 years of experience in the finance industry.

2
Paul Ohanian, financial advisor Scottsdale AZ
Paul C. Ohanian
CRD#: 1403229
7033 E. Main Street, Suite 104, Scottsdale, AZ 85251

Paul Ohanian (CRD# 1403229) is an Investment Advisor Representative working at Scottsdale Wealth Planning, Inc. in Scottsdale, AZ and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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