Householder Group Estate & Retirement Specialists

Wealth Management Firm in Brea, CA

Firm Info
Address: 10 Pointe Dr Suite 100, Brea, CA 92821, USA
Phone: (714) 529-2300

Firm Size
Assets Under Management: $2.1 billion
# of Advisors: 47
# of Clients: 13,771
Client to Advisor Ratio: 293:1
Average Account Size: $154,547
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Householder Group Estate & Retirement Specialists Overview

Householder Group Estate & Retirement Specialists is an investment advisory firm located in Scottsdale, AZ. Established in 2013, the firm has been providing investment advice only to their clients. Being a fee-only firm, they do not accept commissions or incentives from selling any financial products or services. This gives the clients peace of mind that the advisors provide them unbiased recommendations. As a Registered Investment Advisory firm, Householder Group Estate & Retirement Specialists offers several financial services, including financial planning, portfolio management for individuals and small businesses, pension consulting services, and selecting other advisors. They also publish periodicals and newsletters along with conducting educational seminars and workshops for their clients. The firm mainly focuses on providing retirement strategies and planning. They understand that retirement planning is a crucial part of an individual's financial journey, and hence they work closely with clients to develop customized retirement plans that match their unique needs and preferences. Their advisors are well-experienced and have expertise in the investment management field. They strive to help their clients achieve their financial goals and objectives by providing superior advice and services.

The HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS caters to a diverse clientele, providing custom solutions for each client's unique needs. The firm serves individuals looking to secure their financial future, as well as high net worth individuals seeking sophisticated wealth management strategies. Additionally, HOUSEHOLDER GROUP offers specialized services for charitable organizations and state or municipal government entities. The firm has the experience and expertise to serve a wide range of other corporation types not listed, as well as other types of clients seeking exceptional financial guidance. In terms of fee structures, HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS provides several options depending on the specific service provided. Clients can choose to pay a percentage of assets under management (AUM) for ongoing portfolio management, hourly fees for more limited services, or a fixed fee for services such as estate planning or retirement planning. The firm is also flexible in designing other types of fees to ensure clients receive the most value for their investment. HOUSEHOLDER GROUP understands that financial planning can be complex, and transparency and clarity are essential in ensuring clients achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS does not mention an investment minimum.

How This Office Can Help Brea, CA Residents

Householder Group Estate & Retirement Specialists are dedicated to assisting their clients in Brea, CA with a variety of financial needs. The firm is equipped to handle estate planning, investment management, retirement income planning, tax planning, risk management, and charitable giving. The specific financial situations someone living in Brea, CA might be facing could include navigating a volatile stock market, considering tax-efficient investment options, planning for retirement, or strategizing how to pass down wealth to future generations. With a commitment to personal attention and customized solutions, Householder Group Estate & Retirement Specialists work closely with clients to understand their unique financial goals and develop comprehensive plans to help them achieve those goals. The firm's experienced financial advisors take a collaborative approach, combining their expertise with the latest tools and technology to provide clients with the most effective financial strategies available. Whether an individual is just starting to build their wealth, or seeking to preserve and grow their assets, Householder Group Estate & Retirement Specialists are equipped to provide the guidance and support needed to achieve financial success.

To view the Minimum Investment and Fee Schedule for Householder Group Estate & Retirement Specialists, visit their Part 2 Brochure.

Services Offered by Householder Group Estate & Retirement Specialists

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Householder Group Estate & Retirement Specialists most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 10 Pointe Dr Suite 100, Brea, CA 92821, USA
Phone (714) 529-2300
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 8985 E. BELL ROAD, SCOTTSDALE, AZ 85260, United States

This firm has no other locations.

State Registrations

Householder Group Estate & Retirement Specialists is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Householder Group Estate & Retirement Specialists does not have any disclosures. Please visit it's Form ADV for more details.