Featured Business Financial Advisor in Scottsdale, AZ
Scottsdale Financial Advisors
Harding Investments & Planning
7135 E Camelback Rd
Scottsdale, AZ 85257
(480) 205-1743
“Advisor to successful individuals and families. ”
Advisor Profile
Adam Harding CFP
Name:  Adam Harding CFP
Phone Number:  (480) 205-1743
Website:  Visit Website
Disclosure Link:
Number of clients and AUM is constantly changing. The above are estimates based on June 2019 figures.

About Harding Investments & Planning

In the most simple terms, helping people navigate life's financial complexities is what we do. This often means providing investment advice, but this investment advice has to reflect the unique challenges, opportunities and resources each investor is faced with. This is why we always make sure a thorough financial plan is completed before we give investment advice.

Services we provide include:
Comprehensive Financial Planning
Investment Management
Retirement Plan Consulting (commonly 401(k))
Estate and Gift Planning
Insurance Strategies and Risk Management
Tax Optimization and Planning
Education Planning

General Information

CRD#:    282686
Firm CRD#:    282686
Name of Custodial Firm:    TD Ameritrade
States Licensed in:    AZ
States Willing to do Business in:    Apache Junction,Cashion,Chandler,Fort Mcdowell,Fountain Hills,Gilbert,Glendale,Higley,Laveen,Mesa,Paradise Valley,Peoria,Phoenix,Queen Creek,Rio Verde,Sacaton,Scottsdale,Sun City,Tempe,Youngtown
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    3

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life

Firm Information

Firm's Number of Clients:    75
Firm's Number of Planning Clients:    75
Firm's Number of Managed Clients:    75
Assets Managed by Firm:    $38,000,000
Assets Managed by Advisor:    $38,000,000
Prepared By: Adam Harding CFP

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