The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

Building a fiduciary culture of honesty, integrity, and expertise.

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ARQ Wealth Advisors, LLC

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ARQ Wealth Advisors

ARQ Wealth Advisors, LLC

14500 N. Northsight Blvd. – Suite 200
Scottsdale, AZ 85260

480-214-9537; 480-214-9572
ARQWealth.com

Services

ARQ Wealth Advisors offers comprehensive wealth management, investment management and financial planning.  ARQ Wealth will work with clients remotely.

Compensation methods accepted
Assets Under Management (AUM)

Required education for senior advisors in the firm
CFP® (Certified Financial Planner)
CFA® (Chartered Financial Analyst)
Advanced education in Finance or related area
RICP ® – Retirement Income Certified Professional
AIF ® _ Accredited Investment Fiduciary

Link to SEC/state registration
https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=147351

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."