Francisco Ayala is a CFA, CFP-designated registered investment advisor at The Coleridge Group LLC, based in Phoenix, AZ, with 9 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 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
Investment management is offered as an add-on to ongoing financial planning. The total annual fee for combined planning and investment management depends on your household type and the value of your portfolio:
- Portfolios under $2 million — $6,600 per year for singles; $7,500 per year for couples
- Portfolios between $2 million and $5 million — $8,400 per year for singles; $9,300 per year for couples
- Portfolios over $5 million — $11,100 per year for singles; $12,000 per year for couples
Additional fees apply for added complexities such as owning businesses, rental real estate, or equity compensation. Fees are paid monthly in arrears.
Contact
Francisco Ayala
Location
11811 N. Tatum Blvd, Ste 3031, Phoenix, AZ, 85028
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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
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
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