Erinn Ford
Erinn Ford is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 33 years of industry experience. Erinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (10)
Customer Dispute
December 2015Customer Dispute
October 2014Customer Dispute
September 2014Customer Dispute
July 2014Customer Dispute
July 2014Customer Dispute
July 2014Customer Dispute
June 2014Customer Dispute
January 2013Customer Dispute
October 2012Customer Dispute
May 2012Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Services, INC.Broker
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
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.