Charles Hirlinger is a PFS-designated registered investment advisor at Covenant Financial Advisors, LLC, based in Phoenix, AZ, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
11201 N. Tatum Blvd., Ste 300, Phoenix, AZ, 85028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles owns Charles Hirlinger Company, PC, a CPA practice, dedicating a significant portion of his time to it. He is also a managing member of Stelmar Holdings LLC and Hirlinger PLC, spending a minimal amount of time on the former and nearly full-time on the latter.
Employment History
Current Registrations
Covenant Financial Advisors, LLC
Previous Registrations
Capital Asset Advisors LLC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Securities America, INC.Broker
Terra Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.