Francisco Tort
Francisco Tort is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Phoenix, AZ, with 20 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
3200 N. Central Ave, Ste 200, Phoenix, AZ, 85012
Get directionsHistory
Regulatory History (2)
Financial
January 2019Financial
August 2017Other Business ActivitiesSells Insurance
Francisco is an insurance agent, dedicating minimal time to this activity. He also assists with paperwork for Prosperity Way LLC, is a registered investment advisor with PFG Advisors (taking nearly full-time), is a committee head for Anthem Rotary Club, and is a financial advisor with Integro Wealth Advisors (about 10-20% of his time).
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.