ABLE Financial Group

Overview

ABLE Financial Group is a financial advisory firm based in Scottsdale, Arizona, offering investment and wealth management services. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals and businesses. Their services include investment management, retirement planning, business succession planning, and education planning. The firm operates as a registered investment adviser and offers advisory products and services through its team of Investment Advisory Representatives. The diverse skill set of each financial advisor contributes to the team approach, ensuring comprehensive financial solutions. The company caters to a wide range of clients, including corporate executives, widows, divorcees, retirees, and business owners, guiding them in making sound investment decisions. The firm's mission is to earn clients' trust by fully understanding their personal and financial goals, providing unbiased advice, utilizing suitable investments, and offering unparalleled service in a comprehensive and timely fashion. They are committed to acting in the best interest of their clients, as a fiduciary. The firm is registered with the Securities and Exchange Commission and operates in multiple states across the United States. Their advisors are securities registered in various states, including Arizona, California, Colorado, and others. The firm offers services such as comprehensive portfolio management, financial planning and consulting, and retirement plan consulting. They charge annual advisory fees based on a tiered schedule ranging from 0.75% to 1.25% of the account value for comprehensive portfolio management. Financial planning and consulting services are offered on an hourly or flat fee basis, with maximum fees not exceeding $600 per hour or $35,000 flat fee. Retirement plan consulting services are billed hourly, flat fee, or as a percentage of plan assets under management, with fees not exceeding 1.00%.

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