Francisco Ayala is a CFA, CFP-designated registered investment advisor at The Coleridge Group LLC, based in Phoenix, AZ, with 8 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 39 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TCG offers investment management as an add-on service to ongoing financial planning. If you choose to add investment management, you'll pay an additional fee on top of your planning fee:
- Assets under $2,500,000: $1,800 per year ($150 per month)
- Assets over $2,500,000: $3,600 per year ($300 per month)
These fees are negotiable and paid monthly in arrears. The fees are also subject to a 3% inflation rate compounded annually, and adjusted every two years.
Contact
Francisco Ayala
Location
11811 N. Tatum Blvd, Ste 3031, Phoenix, AZ, 85028
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 Activities
Francisco occasionally serves as an assistant to an expert witness. This activity takes about 10-20% of his time.
Employment History
Current Registrations
The Coleridge Group LLC
State Registrations2 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.
Exams