Wellfit Financial

Wellfit Financial (CRD# 149167) is a financial advisory firm headquartered in Phoenix, AZ. They manage $10,377,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.


Financial Advisors at Wellfit Financial
Showing 1 - 1 of 1 top financial advisors.
Gregory J. Lane
CRD#: 2612708
11811 N. Tatum Blvd., #3031, Phoenix, AZ 85028

Gregory Lane (CRD# 2612708) is an Investment Advisor Representative working at Wellfit Financial in Phoenix, AZ and has over 21 years of experience in the finance industry. Gregory Lane 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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