S
Saffron Consulting Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,500,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Saffron Consulting Services LLC provides investment advisory and retirement plan consulting primarily to pension plans, plan sponsors, and other institutional or corporate clients, and also serves business owners and affluent individuals. Services described in the brochure include plan design and implementation, fiduciary training, vendor negotiations, core fund selection, ongoing monitoring, and employee education programs.
The firm’s investment process emphasizes written Investment Policy Statements, capital-market-based asset allocation, manager selection, and periodic rebalancing, and it generally implements client instructions on a non-discretionary basis. It also offers financial planning and education services, including hourly planning engagements and ongoing oversight of third‑party managers and custodial arrangements.
Compared with many investment-manager peers, Saffron places a notable emphasis on retirement-plan and pension consulting and on working with pension or profit-sharing plan clients. The firm’s principal is a licensed insurance producer and the brochure discloses that the firm engages in insurance and fixed‑annuity sales and receives commissions from those activities, a business overlap the firm identifies as a potential conflict of interest.
Client services
Financial planning
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business sale tax planning
General retirement planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Retired
Fee options
1.0% to 0.35% annually based on portfolio value and services provided
Hourly charges range from $110 to $280 per hour based on professional experience and classification
Account minimum: $50,000 Minimum fee: Minimum annual fee of $500
Main office location
Saffron Consulting Services LLC
Chandler AZ, United States
Number of offices
1
Most active in
Saffron Consulting Services LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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