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Adam Harding CFP®

Harding Investments & Planning

7135 E Camelback Rd

Scottsdale, AZ 85257
(480) 2051743

Advisor to successful individuals and families.

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

Firm Start Year

2016

No.of Employees

1

CRD#

282686

Firm CRD#

282686

Name of Custodial Firm

TD Ameritrade

States Licensed in

AZ

Years of Experience in Financial Services

10

Number of Years with Current Firm

3

Qualifications & Membership

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

Education

B.S. Economics -

Arizona State University
-

Disclosures

http://hardingwealth.com/important-disclosures/

Disclaimer

Number of clients and AUM is constantly changing. The above are estimates based on June 2019 figures.