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Blake Davelaar, CFP®
Allworth Financial

Tel: 888-242-6766
6450 N Swan Road, Suite 100
Tucson, AZ 85718
Allworth Financial | Financial Advisor in Tucson ,AZ

Refreshingly clear advice when you need it the most.


About Blake Davelaar

Blake Davelaar, CFP®, is an Allworth advisor serving the Tucson, Arizona, area and the greater Southwest Region of the United States. A native of Seattle, Blake is a proud graduate of the University of Arizona. A CERTIFIED FINANCIAL PLANNER™, when he’s not working with clients to help them achieve their investment and retirement goals, Blake enjoys spending time with friends biking Mt. Lemmon or playing golf. Passionate about his volunteer work, he serves on the Boys and Girls Clubs of Tucson Associates Board.


About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

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General Information

Firm Start Year:   1993
No. of Employees:   100-499
Name of Broker/Dealer:   AW Securities
Name of Custodial Firm:   TD Ameritrade
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Retirement Planning, Estate Planning & Trusts, Tax Advice and Services

Services

Can meet clients in the following ways:   Our Office, Phone, Video Conference

Firm Information

Firm's Number of Clients:   12,000
Assets Managed by Firm:   $10,000,000,000

Compensation and Fees

Fee Structure:   Fee-Based

Financial Services

Retirement Planning

Your retirement plan is a living document. It's important that it gets updated to mirror the changes in your life. We partner with you via ongoing communications and regularly scheduled meetings, which allow us to make the necessary adjustments as your financial situation evolves.

Estate Planning & Trusts

Our financial advisors will work with you to help develop a plan that is aligned with your personalized retirement plan. Looking after your loved ones, protecting your assets, preserving your legacy, relieving stress and worry and implementing your directives in a tax-efficient manner are all important parts of what a well-devised estate plan will do for you.

Tax Advice and Services

Our financial advisors will work with you to help develop a plan that is aligned with your personalized retirement plan. Looking after your loved ones, protecting your assets, preserving your legacy, relieving stress and worry and implementing your directives in a tax-efficient manner are all important parts of what a well-devised estate plan will do for you.


Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

https://allworthfinancial.com/disclosures

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1889536/wiseradvisor-allworth-financial-detailed-disclosure.html

Compliance

Compliance Disclosures in Last 5 years:

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Criminal Disclosures in Last 5 years:

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Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM
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