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Theresa Ann Fanning

CLARUS WEALTH ADVISORS, LLC·PEORIA, Arizona
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9125 W. THUNDERBIRD ROAD, SUITE 100, PEORIA, AZ 85381CRD# 2984994Firm CRD# 281160
01

About

Theresa Ann Fanning is a registered financial advisor based in PEORIA, Arizona, affiliated with CLARUS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLARUS WEALTH ADVISORS, LLC
CLARUS WEALTH ADVISORS, LLC
AUM
$223M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at CLARUS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2984994
Firm CRD# 281160
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theresa Ann Fanning offer?
Theresa Ann Fanning specializes in Financial Planning, Investment Management. Contact their office in PEORIA, Arizona for a consultation.
What are Theresa Ann Fanning's credentials?
Theresa Ann Fanning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theresa Ann Fanning located?
Theresa Ann Fanning is based in PEORIA, Arizona, working with CLARUS WEALTH ADVISORS, LLC. Their office serves clients in the PEORIA metropolitan area and surrounding communities.
How does Theresa Ann Fanning charge for services?
Theresa Ann Fanning's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARUS WEALTH ADVISORS, LLC?
CLARUS WEALTH ADVISORS, LLC has approximately 16 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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