Evan
Hartstein
Strategy Financial Group
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About this Advisor
Evan Hartstein is a financial advisor based in Phoenix, Arizona, working with Strategy Financial Group. Evan has previously held positions at Economic Concepts Inc, Matson Money, Financial Decisions, Inc, Findec Wealth Services, Inc, Findec Benefit Services, Inc, and Strategy Financial Group. Evan has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Evan is part of Strategy Financial Group, which operates out of Phoenix, Arizona. The firm has 3 offices and 14 employees. The firm manages assets totaling $181.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Strategy Financial Group includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategy Financial Group Brokerage Details
$181,497,992
14
1,149
$157,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Evan Hartstein Work History
Strategy Financial Group
Findec Wealth Services, Inc
Findec Wealth Services, Inc
Findec Benefit Services, Inc
Financial Decisions, Inc
Matson Money
Economic Concepts Inc
Disclosures
Please visit the SEC profile of Evan Hartstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategy Financial Group
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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