Roger
Beutler
Heritage Family Offices, Llp
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About this Advisor
Roger Beutler is a financial advisor based in Scottsdale, Arizona, working with Heritage Family Offices, Llp. Roger has previously held positions at Heritage Wealth Management, LLC, Independent Consultant, and Heritage Family Offices, Llp. Roger has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Roger is part of Heritage Family Offices, Llp, which operates out of Scottsdale, Arizona. The firm has 15 employees and manages assets totaling $365.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Heritage Family Offices, Llp includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heritage Family Offices, Llp Brokerage Details
$365,145,341
15
763
$478,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Roger Beutler Work History
Heritage Family Offices, Llp
Heritage Wealth Management, LLC
Independent Consultant
Disclosures
Please visit the SEC profile of Roger Beutler 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 Heritage Family Offices, Llp
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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