Louis Priebe is a CFP-designated registered investment advisor at Pfg Advisors, based in Phoenix, AZ, with 15 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,592 clients with $3.3B 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 | 1.95% |
Management fees are negotiable up to a maximum of 1.95% of assets under management. Fees may be structured as fixed, variable linear, or variable tiered. Additional platform or strategist fees may apply depending on the selected program.
Fee Estimator
Location
3200 N. Central Ave, Suite #200, Phoenix, AZ, 85012
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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
Louis works as a financial advocate for Apogee Physicians, a hospitalist group, since 2009. This takes about a quarter of his time during securities trading hours.
Employment History
Current Registrations
Pfg Advisors
Previous Registrations
Private Wealth Advocacy LLC
Gordon Asset Management, LLC
Inspired Capitalworks
Ameriprise Financial Services, 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.
Exams
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