Theresa Fanning
Theresa Fanning is a registered investment advisor at Private Client Services, LLC, based in Peoria, AZ, with 27 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
9125 W. Thunderbird Road, Suite 100, Peoria, AZ, 85381
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theresa is an insurance agent with Bell and Associates - ASH Brokerage Insurance, and serves as CCO & COO for Clarus Wealth Advisors. She also serves on the FINRA Continuing Education Committee and the Quarter Condos HOA Board, dedicating minimal time to the latter.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Clarus Wealth Advisors, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Morgan Stanley
Morgan StanleyBroker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Scott & Stringfellow, INC.Broker
Scott & Stringfellow, INC.Broker
State Registrations19 states
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.