Thomas Rooney is a registered investment advisor at Clear Fiduciary Consultants, LLC, based in Scottsdale, AZ, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 29 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Fiduciary Consultants does not offer investment management services to individual clients. They provide investment advice and management for retirement plans.
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clear Fiduciary Consultants, LLC
Previous Registrations
Cwm, LLC
Banc One Investment Advisors CORP
State Registrations2 states
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