Theresa
Fanning
Clarus Wealth Advisors, LLC
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About this Advisor
Theresa Fanning is a financial advisor based out of Peoria, Arizona with 5 years of industry experience. Fanning is an advisor for Clarus Wealth Advisors, LLC. Over the course of their career, Fanning has held roles at Wells Fargo Advisors LLC, Wfg Investments, Inc, Clarus Wealth Advisors LLC, Morgan Stanley and Crown Capital Securities, Lp. Fanning has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Arizona. Clarus Wealth Advisors, LLC is an advisory firm headquartered in Peoria, AZ. It has a total of 12 people on staff. It has $200 million in total assets between its 1,022 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises one charitable organizations. Of its 1,022 customer accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules depend on which services the firm provides the client. However, fee types charged by Clarus Wealth Advisors, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clarus Wealth Advisors, LLC Brokerage Details
$200,340,862
12
1,022
$196,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Theresa Fanning Work History
Theresa has been registered as a financial advisor for 5 years.*
Clarus Wealth Advisors LLC
Crown Capital Securities, Lp
Morgan Stanley
Wfg Investments, Inc
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theresa Fanning 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 Clarus Wealth Advisors, LLC
Castle Rock, CO
Peoria, AZ
Castle Rock, CO
Peoria, AZ
Chandler, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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