SF
Stephanie Fullerton
Fullerton Financial Planning
Phoenix, AZ
FINRA VerifiedFiduciary
SF
Fullerton Financial Planning
Phoenix, AZEst. 2012
Firm Details
Experience
14 yrs
AUM
N/A
Minimum
$250K
Fee Type
Fee-Only
Specialties
Retirement PlanningWealth ManagementTax Planning
Certifications & Licenses
FiduciaryCFPCFASeries 65
Regulatory Information
FINRA Verified
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%
Account minimum: $100K (negotiable)
Comprehensive Financial Plan
$5Kone-time
Work History
Fullerton Financial PlanningCurrent
Managing Director / Financial Advisor
Dec 2011 - Present14 years
Morgan Stanley
Senior Financial Advisor
May 2008 - May 20112 years
Merrill Lynch
Financial Advisor
Nov 2005 - Apr 20082 years
Other Business Activities
This advisor is also engaged in the following business activities:
insurance agent
Licensed to sell life insurance and annuities
Compensation: Commissions
Office Locations
Fullerton Financial Planning
PrimaryPhoenix, AZ
Key Team Members
SF
Stephanie Fullerton
Financial Advisor
Reviews
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Key Team Members
SF
Stephanie Fullerton
Financial Advisor
Office Locations
Fullerton Financial Planning
PrimaryPhoenix, AZ
Reviews
Leave a ReviewNo reviews yet
Be the first to review