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Roger Beutler

Heritage Family Offices, LLP

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About Roger Beutler

Roger Beutler is an investment advisor representative at Heritage Family Offices, LLP in Scottsdale, Arizona. Roger has been in the industry since 2000 and holds Series 7, 65, and 66 licenses. Roger has experience working with individuals, high net worth individuals, corporations and pooled investment vehicles. Prior to joining Heritage Family Offices, LLP, Roger was employed by Dunham and Associates Investment Counsel, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Roger Beutler is currently registered with Heritage Family Offices, LLP. Heritage Family Offices, LLP is an investment advisor based in Scottsdale, Arizona. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services to high net worth individuals, individuals other than high net worth, corporations or other businesses, pooled investment vehicles, and charitable organizations. They have approximately $365.1 million in assets under management.
Heritage Family Offices, LLP

9841 E BELL RD

SCOTTSDALE, AZ 85260

$365.15M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Roger Beutler’s Registration & Firm History

AZ

06/17/2024 - Present

Heritage Family Offices, LLP (SCOTTSDALE AZ)

CA

01/01/2005 - 08/28/2007

DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)

NY

11/07/2000 - 03/01/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/11/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Beutler.
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