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HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

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

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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 StatusApproved
Firm CRD#169045
SEC#801-78565
Assets Managed by Firm$287,777,847
No. of Clients1804
No. of Advisors25

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 ClientsAUM
Firm Total1804$287,777,847
Individuals (other than high net worth individuals)1055$186,222,661
High net worth individuals54$100,522,439
Pension and profit sharing plans2$943,170
Corporations or other businesses3$89,577

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