Tania Volk is a registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 27 years of industry experience. Tania 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
2423 E Lincoln Drive, Phoenix, AZ, 85016
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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 Activities
Tania sells protein drinks and nutritional supplements to fitness-oriented customers through Life Recovery Wellness. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward JonesBroker
TD Waterhouse Investor Services, INC.Broker
Jack White & Company, INC.Broker
State Registrations31 states
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.