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Alex Koury, CFP®

Values Quest

2720 E. Camelback Rd.
Suite 200

Phoenix, AZ 85016
(602) 7652224

Forge Your Own Path

About Values Quest

Our mission is to help our clients meet life's complex financial challenges.

Beyond investments and insurance, Values Quest offers comprehensive wealth consulting, focusing on everything from education planning to coordinating and managing your retirement income.

In keeping with our client-first philosophy, we work with you to develop a customized plan designed to pursue your objectives. Using a coordinated approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality.

Our experienced team is prepared to address all of your wealth management needs. We make it a priority to stay up to date with the constantly changing financial and insurance industries through extensive continuing education programs. When you work with our firm, you can feel comfortable that your unique financial needs will be our priority.

Key areas of focus include helping individuals and families:

Accumulate wealth through asset allocation; Develop business succession strategies; Plan for college funding; Distribute income in retirement; Close life, long-term care, disability, and other insurance gaps; Review wills, trusts, private foundations, and other estate planning vehicles; Execute tax-reduction strategies

As independent financial professionals, we strive to develop, implement, and maintain a plan that targets your needs and goals as they change over time. Though the markets may be unpredictable, our service will never falter. Our goal is to select the best products for your particular circumstances and to propose cost-effective, tax-efficient solutions that meet your personal financial needs.

General Information

Firm Start Year

1999

No.of Employees

2-4

CRD#

5607498

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial Services

States Licensed in

AZ, CA, CO, NV, GA

Years of Experience in Financial Services

11

Number of Years with Current Firm

2

Compliance

Registered Investment Advisor

No

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 7, Series 66, Series 63

Insurance and Annuity Licenses

Life, Variable Life, Variable Annuity, Long Term Care

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Flat Fee

Fee % Based on Assets

1

Hourly Rate

$250.00

Additional Details on Charges

My goal is to do what is in my client's best interest and find solutions that work for you.

Minimum Fee Charged for Managed Accounts

$0

Minimum Fee Charged for Hourly Planning Accounts

$0

Education

Bachelor of Arts - Finance

Regis University
1999 - 2003

Bachelor of Arts - Economics

Regis University
1999 - 2003

Disclosures

Disclaimer

This communication is strictly intended for individuals residing in the states of AZ, CA, GA, NV, OR. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency. Securities and advisory services offered through Commonwealth Financial Network®.. Securities brokerage and Advisory services are solely offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Review our Terms of Use:https://www.commonwealth.com/termsofuse.html Values Quest and Commonwealth Financial Network® do not provide legal or tax advice