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Frequently Asked Questions

Is there a fee to meet?

No, there is no fee or obligation for an initial consultation.

Where can we meet?

We are located in the heart of Arizona in Midtown Phoenix, also we are occasionally available to meet at other locations for convenience

What is a fiduciary?

A person or organization that acts on behalf of another person(s) to manage assets with the responsibilities of good faith and trust.

How are we compensated?

Depending on the need and situation of the client, we can work on a transactional (commission) basis or in a fee-based relationship. For long term money management services our advisors may be paid with a fee which is a percentage of assets under management.

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

What is the Financial Planning process?

The financial planning process begins with a meeting to discuss your financial goals and situation. At Alliance Wealth Management, we take your most recent financial information and can create a customized financial plan for you. 

How much does a Financial Plan cost?

The cost varies depending on the complexity of the financial situation, the level of analysis and how often you wish to meet. 

I want to do a Financial Plan but I'm having trouble figuring out my expenses?

As part of creating a Financial Plan, the team at Alliance Wealth Management can review various sources of income and expenses you have or anticipate having.

Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for more information or request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.  12/19