Gina Wight
Gina Wight is a registered investment advisor at Financial Life Planners, based in Tempe, AZ, with 18 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 788 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Current or previous clients may have different fee schedules.
Fee Estimator
Location
2151 E Broadway, Suite 203, Tempe, AZ, 85282
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Gina has been an insurance producer since 2007, spending minimal time on this activity. The license is active and the business is investment-related.
Employment History
Current Registrations
Financial Life Planners
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Waddell & Reed
Waddell & ReedBroker
First Investors CorporationBroker
State Registrations3 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.