AS
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Ashley Seeger

15 Years of Experience
Phoenix, AZ

Ashley Seeger is a registered investment advisor at Pfg Advisors, based in Phoenix, AZ, with 15 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,592 clients with $3.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
7,592 clients
Average Client Portfolio
$430K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Management fees are negotiable up to a maximum of 1.95% of assets under management. Fees may be structured as fixed, variable linear, or variable tiered. Additional platform or strategist fees may apply depending on the selected program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3200 N. Central Ave., Ste 200, Phoenix, AZ, 85012

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pfg Advisors
July 2026 - Present · 3 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
January 2022 - June 2026 · 4 yrs 5 mos
Fsc Securities CorporationBroker
December 2018 - January 2022 · 3 yrs 1 mo
Royal Alliance Associates, INC.Broker
December 2018 - January 2022 · 3 yrs 1 mo
Sagepoint Financial, INC.Broker
December 2018 - January 2022 · 3 yrs 1 mo
Woodbury Financial Services, INC.Broker
December 2018 - January 2022 · 3 yrs 1 mo
Jackson National Life Distributors LLCBroker
September 2010 - September 2018 · 8 yrs
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
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