Scottsdale Wealth Planning, Inc.

Scottsdale Wealth Planning, Inc. is a registered investment advisor established in 2003 by Mr. Paul Ohanian, CFP®. The firm offers investment advisory services to individuals and high net worth individuals, acting as a fiduciary to clients. Their services include customized investment advisory solutions, financial planning, and retirement account advice. SWP primarily uses fundamental analysis for investment strategies, focusing on long-term goals and risk tolerance. The firm manages over $151 million in client assets on a discretionary basis. For investment management services, SWP charges fees based on a percentage of assets under management, with a tiered fee structure. Financial planning services are offered at an annual fee or a fixed fee basis. The firm does not charge performance-based fees. SWP does not participate in wrap fee programs and does not receive compensation for securities transactions. The firm has a minimum relationship size of $1 million, which may be adjusted at the advisor's discretion. Mr. Paul Ohanian, CFP®, the Founder, Chief Compliance Officer, and Chief Executive Officer, has a Bachelor of Science in Accounting and extensive experience in the financial industry. He is a CERTIFIED FINANCIAL PLANNER™ and has a history of employment in various financial advisory roles. SWP has a Code of Ethics in place, and Mr. Ohanian is committed to maintaining the highest ethical standards in serving clients. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information.