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Megan Alexandra Householder

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC·SCOTTSDALE, Arizona
Clean recordHOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC
8985 E. BELL ROAD, SCOTTSDALE, AZ 85260CRD# 5883332Firm CRD# 169045

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Megan Alexandra Householder · SCOTTSDALE, AZ
Registration
CRD #5883332 · HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Megan Alexandra Householder is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
AUM
$288M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PORTION OF THIRD PARTY MANAGER FEES
Regulatory
SEC/IARD CRD# 5883332
Firm CRD# 169045
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Megan Alexandra Householder offer?
Megan Alexandra Householder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Megan Alexandra Householder's credentials?
Megan Alexandra Householder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan Alexandra Householder located?
Megan Alexandra Householder is based in SCOTTSDALE, Arizona, working with HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Megan Alexandra Householder charge for services?
Megan Alexandra Householder's firm is compensated through percentage of aum, hourly charges, subscription fees, other: portion of third party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC?
HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC has approximately 25 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

Jean Elzayek
SCOTTSDALE, AZ
James Allen Childress
SCOTTSDALE, AZ
Rebecca Lynn Schramm
SCOTTSDALE, AZ
Renee Farida
SCOTTSDALE, AZ
Scott Allen Householder
SCOTTSDALE, AZ
Alexandra Odessa Vidal
SCOTTSDALE, AZ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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