Your Source Financial

Your Source Financial is a registered investment advisor founded in Phoenix, Arizona in 2000. The firm specializes in providing financial planning and investment supervisory services to individuals, families, pension and profit sharing plans, trusts, and small businesses, managing over $235 million in assets as of December 31, 2022. They offer financial planning services that integrate personal and financial circumstances, as well as investment supervisory services where they manage assets on a discretionary basis. Your Source Financial may use various securities to achieve clients' objectives and may recommend unaffiliated third-party portfolio managers. The firm may also provide insurance services, offering life, health, fixed annuities, disability, and long-term care policies. They charge fees based on a percentage of assets under management, hourly charges, fixed fees, or courtesy fees. The firm does not use performance-based fees and acts as a fiduciary for all clients. Investment strategies include equity, fixed income, option, and alternative investment strategies, with a focus on asset allocation and transparency. Clients have the option for hourly planning engagements and can terminate agreements at any time. The firm emphasizes best execution, order aggregation, and regular account reviews to align with clients' investment objectives.