Richard Fenger is a CFP-designated registered investment advisor at Fenger Financial, PLLC, based in Mesa, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 102 clients with $15M 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 | 2.00% |
The firm may negotiate a lower advisory fee based on certain criteria.
Fee Estimator
Location
3740 E Southern Ave, Ste 110, Mesa, AZ, 85206
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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 owner, accountant, and investment adviser representative at Fenger Financial, PLLC, dedicating full-time hours to accounting/tax preparation and investment advisory. He is also an independent insurance agent, spending minimal time selling/servicing non-variable insurance products.
Employment History
Current Registrations
Fenger Financial, PLLC
Previous Registrations
Avantax Investment Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Wma 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.