LR
LR

Lane Reynolds

39 Years of Experience
Broker

Lane Reynolds is a registered investment advisor at Able Financial Group, LLC, based in Scottsdale, AZ, with 39 years of industry experience. Lane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 551 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
551 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$571.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.25%
$750K - $1.5M1.00%
$1.5M - $5.0M0.85%
$5.0M - $15.0M0.75%
$15M+0.75%

Fees are negotiable for accounts over $15,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lane co-manages a rental property, dedicating minimal time to it. Lane also serves as a Bishop for The Church of Jesus Christ of Latter Day Saints, taking about half of his time.

Employment History
Current Registrations
Able Financial Group, LLC
January 2023 - Present · 3 yrs 3 mos
Private Client Services, LLCBroker
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
August 2012 - February 2023 · 10 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2012 - February 2023 · 10 yrs 11 mos
Primevest Financial Services, INC.Broker
February 2006 - March 2012 · 6 yrs 1 mo
Cue Financial Group, INC.Broker
January 2005 - December 2005 · 11 mos
Transamerica Financial Advisors, INC.Broker
March 2001 - January 2005 · 3 yrs 10 mos
Mutual Service CorporationBroker
March 1999 - March 2001 · 2 yrs
Titan/value Equities Group, INC.Broker
February 1995 - March 1999 · 4 yrs 1 mo
Fsc Securities CorporationBroker
January 1994 - January 1995 · 1 yr
G. R. Phelps & CO., INC.Broker
May 1990 - January 1994 · 3 yrs 8 mos
Columbus Securities, INC.Broker
March 1989 - May 1990 · 1 yr 2 mos
Titan Capital CorporationBroker
January 1987 - December 1988 · 1 yr 11 mos
Cigna Securities, INC.Broker
April 1986 - January 1987 · 9 mos
State Registrations15 states
AZCACOFLIAIDKSMINJNMORTXUTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lane Reynolds - Financial Advisor | TrueAdvisor