HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

8985 E. Bell Road
Scottsdale, Arizona 85260
Tel: 602-604-0600

About HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS, formally registered with the SEC as HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS. The firm was established in 09/20/2013. They have over 12 offices throughout the country.

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS is a Scottsdale, Arizona based Financial Planning firm with nearly $287,777,847 assets under management, offering retirement planning & investment advisory services to 1804 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169045
SEC#	801-78565
Assets Managed by Firm	$287,777,847
No. of Clients	1804
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PORTION OF THIRD PARTY MANAGER FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1804	$287,777,847
Individuals (other than high net worth individuals)	1055	$186,222,661
High net worth individuals	54	$100,522,439
Pension and profit sharing plans	2	$943,170
Corporations or other businesses	3	$89,577

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