Fleming Financial Services, Inc.

EST. AUM
$58,000,000

CONTACTS

CLIENT ACCOUNTS
735

Firm Details

Metro area Phoenix
CRD Number 145717
Website flemingfinancialservices.com
Client types

Overview

Fleming Financial Services, Inc. is a licensed investment adviser headquartered in Mesa, Arizona, offering comprehensive retirement planning solutions to individuals and families. The firm was founded by Nancy Fleming in 1987, originally inspired by her experience as a single parent living among retirees in East Mesa who were concerned about making their money last throughout their lifetimes. The firm operates as a fee-based fiduciary practice registered with the State of Arizona (CRD# 145717) and is led by President Sean Fleming, RIA. Core services include income planning, investment planning, tax planning, healthcare planning, and legacy planning. As of the most recent Form ADV filing, the firm reported approximately $58 million in regulatory assets under management across 488 clients, with an average client size of approximately $118,852, and employs 6 advisors.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Fleming Financial Services, Inc.

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