Fiduciary Check Logo
HomeEducationBlogStoreCFP® ScholarshipJoin
Login
HomeEducationBlogStoreCFP® ScholarshipJoinRequest a DemoLogin

Complete Directory of Verified Fiduciary Financial Advisors on Fiduciary Check

Below is the complete list of 6 verified fee-only fiduciary financial advisors who have earned the Orange Check badge on Fiduciary Check. All advisors are legally bound to act in their clients best interests and operate under a fee-only compensation structure.

All Verified Fiduciary Advisors (6 total)

  • Grady Cool (CFA, CFP®) - COOL WEALTH MANAGEMENT, Tempe, AZ. Specialties: Business Owners, Business Succession Planning, Investment Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/131
  • Andrew Darch (CFP®) - Kinridge Financial, Ottawa, ON. Specialties: Advice by Phone or Web, Budgeting, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/125
  • James Hargrave (CFP®, CLU) - PILLAR FINANCIAL PLANNING, Raymore, MO. Specialties: Business Owners, Small Business Planning, Healthcare. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/116
  • Cristina Perez (CFP®) - MINDFUL MILLIONS MANAGEMENT PLLC, Phoenix, AZ. Specialties: Business Owners, Small Business Planning, Retirement Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/135
  • Ben Poulos (CFP®) - B&E FINANCIAL SERVICES, Phoenix, AZ. Specialties: Business Owners, Business Succession Planning, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/122
  • Aaron Randak (EA) - GOLDEN ACRE WEALTH MANAGEMENT, Scottsdale, AZ. Specialties: Business Owners, Comprehensive Financial Planning, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/117

How to Find a Fiduciary Advisor

To search for a specific advisor or filter by location, specialty, or certification, visit the Fiduciary Check advisor directory at https://fiduciarycheck.com/advisors or use the search tools on the homepage at https://fiduciarycheck.com

What is the Orange Check?

The Orange Check is Fiduciary Check verified badge indicating a financial advisor has been independently reviewed and confirmed to operate under a fee-only fiduciary standard. Advisors with the Orange Check are legally obligated to act in their clients best interests and do not receive commissions from product sales.

  1. Home
  2. /
  3. Advisors
  4. /
  5. Cristina Perez
Back to All Advisors
MINDFUL MILLIONS MANAGEMENT PLLC banner
Cristina Perez - Verified Fiduciary Advisor

Cristina Perez

Verified Fiduciary Advisor
Min Investment: $0
Professional Certifications
CFP®
Specialties
Business Owners
Small Business Planning
Retirement Planning
Retirement Income Management
Portfolio Management
Investment Planning
Business Succession Planning
Tax Planning
Estate Planning

Meet Cristina

Your browser does not support the video tag.

About My Services

Cristina brings a breadth of experience spanning from startups like BitcoinIRA, to industry leaders like Vanguard and Fidelity, and bespoke firms such as Bayntree Wealth Advisors. Each step in her career deepened her belief: Wealth is a reflection of values, vision, and legacy. With a unique blend of technical knowledge, emotional intelligence and strategic foresight, Cristina helps clients align their wealth and strategies with what matters most- personal values and goals. By leveraging modern technology and time-honored principles, Cristina offers a world-class client experience that is grounded in insight and elevated by trust. This is more than financial planning. This is how you find peace of mind.

Fee Model

Assets Under Management (AUM)

.2% - 1%

Hourly Fee

$400

Subscription / Monthly Membership

$150-$3000

Professional Information

Individual CRD #
7002700
Firm Name
MINDFUL MILLIONS MANAGEMENT PLLC
Firm CRD #
334667
Minimum Investment
$0

Contact Information

Phone Number
(480)-818-5864
Email Address
cristina@mindfulmillions.co
Location
2801 E Camelback Rd. Suite 200
Phoenix, AZ 85016
LinkedIn Profile
View LinkedIn Profile
Company Website
Visit Website
Connect
Loading reviews...
Form ADV Information

Information extracted from Form ADV

Total Clients

0

Average Account Size

$0.00

Public Documents
Loading documents...
Fiduciary Verification

Verified Fiduciary Status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what's best for you.

✓ Fiduciary Verified
Member Since: 02/26
✓ No Commission Products
Become an Advertising Partner