# Fenger Financial, PLLC

> Fenger Financial, PLLC is a state-registered investment advisory firm in Mesa, AZ, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 333384
- Filed as: FENGER FINANCIAL, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333384
- AdvisorCensus page: https://advisorcensus.com/firm/fenger-financial-pllc-mesa-az-333384

## Quick answers

**How is Fenger Financial, PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fenger Financial, PLLC 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 Fenger Financial, PLLC located?**
Fenger Financial, PLLC's principal office is in Mesa, AZ, according to its Form ADV.

**Is Fenger Financial, PLLC registered with the SEC or a state?**
Fenger Financial, PLLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333384.

**How much does Fenger Financial, PLLC manage?**
Fenger Financial, PLLC reports $24,563,091 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Fenger Financial, PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126); high net worth individuals (12).

**Does Fenger Financial, PLLC 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/333384

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,563,091
- Discretionary: $24,563,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $12,651,037 |
| High net worth individuals | 12 | $11,912,054 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- 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.

### Websites listed on Form ADV (Item 1.I)
- fengerfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fenger Financial, PLLC (CRD 333384): Form ADV filing data as of October 2026.