Nancy Fleming
Nancy Fleming is a CFP-designated registered investment advisor at Fleming Financial Services, based in Mesa, AZ, with 20 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 478 clients with $58M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
4702 E. Southern Av, Mesa, AZ, 85206
Get directionsHistory
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
Nancy hosts a weekly radio show called "My Smart Retirement" that airs on Saturday mornings and is available on various platforms. Nancy is also insurance licensed, selling life and health insurance.
Employment History
Current Registrations
Fleming Financial Services
Previous Registrations
Fleming Financial Services
Lincoln Financial Advisors Corporation
Sunamerica Securities, INC.
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.