Richard Getzen
Richard Getzen is a CFP, ChFC-designated registered investment advisor at The Getzen Group, INC., based in Scottsdale, AZ, with 29 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 125 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.20% |
Fees are subject to negotiation. Arrangements with existing clients may differ.
Fee Estimator
Location
14362 N Frank Lloyd Wright Blvd, Ste 1000, Scottsdale, AZ, 85260
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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 ActivitiesSells Insurance
Richard is the managing principal and president of The Getzen Group Inc. He also engages in traditional fixed insurance sales, dedicating about 10% of his time to this activity, and is involved with Reimers Financial Group for tax preparation and planning.
Employment History
Current Registrations
The Getzen Group, INC.
Previous Registrations
The Getzen Group, INC.
State Registrations1 state
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