Saul Medina
Saul Medina is a CFP-designated registered investment advisor at True Fiduciary Financial Advisors, LLC, based in Scottsdale, AZ, with 13 years of industry experience. Saul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable based on client type, complexity, relationship, and other services provided.
Fee Estimator
Location
4921 E Bell Road, Suite 207, Scottsdale, AZ, 85254
Get directionsHistory
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
Saul works as a realtor, partnering with buyers and sellers to locate, purchase, sell, or rent real property since 2022. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
True Fiduciary Financial Advisors, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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.