CRD: 283753
Able Financial Planning
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- Custodian
- Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-23-2018
- Office Locations
- 1
Office Locations
About Able Financial Planning
ABLE Financial Group is an independent, primarily fee-based advisory firm based in Scottsdale, Arizona, providing integrated wealth management and investment management with a team-based planning process. The firm advises families and business owners on small-business retirement plan solutions, business succession, education funding, executive compensation, and legacy/charitable planning, and can incorporate insurance solutions via its Investment Committee. Earned a 2022 Forbes Best-in-State Wealth Advisors ranking (No. 13 in Arizona).
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Investment Themes
Investment Vehicles
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Owner & Executives
JOHN PAUL ESTRELLA
Chief Executive Officer, President
- CRD
- #5830523
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $300,000 | -- |
| Total | $300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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