NOVA FINANCIAL SERVICES
SEC RegisteredAbout the firm
Arizona Financial Plan provides comprehensive financial planning in the context of a long-term partnership with clients. Financial Planner Tom Fischer relies on a Five-Step Process built on discipline and predictability to help clients achieve their financial and lifestyle goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning including custom financial plan design and implementation, asset allocation, tax efficiency analysis, retirement income planning, college funding, home purchase planning, transparent financial plan management and reports, consistent detailed reviews and follow-up, and best-in-class customer service.
Who they serve
Individuals seeking comprehensive financial planning, including those investing or spending money who need smart and efficient decision-making in the current economy.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 594 | $193M |
| High Net Worth Individuals | 144 | $277M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 2.50% |
| $500,001 to $2,000,000 | 2.25% |
| $2,000,001 to $5,000,000 | 2.00% |
| $5,000,001 to $10,000,000 | 1.75% |
| Over $10,000,000 | — |
Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NOVA FINANCIAL SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.