AZ · Lake Havasu City

Fiduciary advisors in Lake Havasu City, AZ

1 advisor with offices in Lake Havasu City. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Lake Havasu City

Imagine Financial Services: Financial Advisor - Marianne Nolte, Certified Financial Planner - Lake Havasu City, AZ

Fiduciary ★5.0(5)

Lake Havasu City, Arizona

CFP

Independent RIA

Retirement Planning Investment Management

Imagine Financial Services, based in Lake Havasu City, Arizona, is an independent registered investment advisor led by Marianne Nolte, a Certified Financial Planner who operates as a fiduciary. The firm offers financial planning and investment management services, including comprehensive planning, project-based planning, and tax-efficient investment management using a passive, evidence-based approach through custodians Altruist and Charles Schwab, with a $300,000 minimum for portfolio management. Operating on a fee-only model with no product commissions, the firm primarily serves women and families preparing for or in retirement, and is a member of NAPFA and the XY Planning Network.

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Financial advisors in Lake Havasu City, Arizona

Advisors serving Lake Havasu City specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Arizona's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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