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Jeffrey Biro, CEP, RFC

Family Wealth Advisors, LLC

6900 E Camelback Rd.
Suite A-39

Scottsdale, AZ 85251
(480) 3471353

Your Retirement Planning Advisor

About Family Wealth Advisors, LLC

We strive to build successful, long-term client relationships based on trust, open communication, and integrity. We educate our clients to make the best use of their financial assets, real estate holdings and estate plans in order to retire successfully. We treat each client individually, since every client has a unique set of circumstances. We tailor our financial advice to match their goals and be as prepared as possible for life changes such as illness, losing a spouse, an inheritance, and preparing for retirement.

If you've already experienced a major life event, such as a loss of a spouse--we specialize in helping you through that difficult process. We have an empathetic, confident, knowledgeable support team to successfully navigate this slippery slope. We have created a widow's support group to learn how to support one another and move on to lead fulfilled & happier lives.

Our clients are like extended family and we want to treat them as such. We hold semi-monthly educational & client appreciation events, such as ID Theft, Long-term Care, Social Security, Medicare, Trusts vs. Wills, Cyber Security and then entertainment with Trivia Nights, Spa events, High Tea, Cooking & Baking classes and many, many more.

General Information

Firm Start Year

1982

No.of Employees

5-9

CRD#

3125778

Firm CRD#

39543

Insurance License#

400200

Name of Broker/Dealer

Cambridge Investment Research

Name of Custodial Firm

Pershing, LLC, A Subsidary of the Bank of New York Mellon Corporation

States Licensed in

AK, AZ, CA, AK, CO, ID, IN, MI, MN, MT, NJ, NY, TX, UT

Years of Experience in Financial Services

36

Number of Years with Current Firm

10+

I work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

None

Services

Investment Types

Annuities, Stocks, Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Bonds

I can meet clients in the following ways

At my office

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Estate Planner (CEP), Registered Financial Consultant (RFC®), Certified College Planning Specialist(CCPS®)

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Accident, Annuity, Casualty, Health, HMO, Life, Long Term Care, Property, Variable Annuity, Variable Life, Disability

Financial Organization Memberships

Paladin Registry, Wiser Advisor, National Association of Insurance and Financial Advisors (NAIFA)

Firm Information

Advisor's Number of Clients

500+

Advisor's Number of Managed Clients

200+

Advisor's Number of Planning Clients

100+

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000.00

Compensation Methods

Commissions

Fee % Based on Assets

1 - 2%

Flat Fee Rate

250-$1995.

Minimum Fee Charged for Managed Accounts

$1 %

Disclaimer

Securities offered through registered representatives of Cambridge Investment Research, Inc. a Broker Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Family Wealth Advisors, LLC are not affiliated.