# Advanced Financial Services

> Advanced Financial Services is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated March 20, 2025.

- CRD: 162142
- Filed as: ADVANCED FINANCIAL SERVICES
- Legal name: Advanced Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 20, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/162142
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-financial-services-scottsdale-az-162142

## Quick answers

**How is Advanced Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Financial Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Advanced Financial Services located?**
Advanced Financial Services' principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Advanced Financial Services registered with the SEC or a state?**
Advanced Financial Services is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 162142.

**Does Advanced Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/162142

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Financial Services (CRD 162142): Form ADV filing data as of October 2026.