Cortney Giles is a CFP-designated registered investment advisor at Archstone Wealth Advisors, LLC, based in Chandler, AZ, with 12 years of industry experience. Cortney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 22 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is only offered as part of the Wealth Management Planning Agreement. The annual fee for this agreement is based on your net worth and the complexity of your financial situation. The fee is paid quarterly, in advance. Investment management is provided on a discretionary basis.
Location
2390 N Alma School Rd., Suite 115, Chandler, AZ, 85224
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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 →Employment History
Current Registrations
Archstone Wealth Advisors, LLC
Previous Registrations
Retirement Planners of America
Pivot Financial, LLC
Index Strategy Advisors 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.