Rachael Hodyno is a registered investment advisor at Scottsdale Wealth Planning, INC., based in Scottsdale, AZ, with 8 years of industry experience. Rachael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 67 clients with $150M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable at the sole discretion of the Advisor. For certain Clients, financial planning fees are included as a part of their overall investment advisory fee.
Fee Estimator
Location
7033 E. Main Street, Suite 104, Scottsdale, AZ, 85251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Scottsdale Wealth Planning, INC.
State Registrations1 state
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