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Top Rated Financial Advisors in Arizona

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Arizona is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Arizona with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Arizona near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Aaron C. Montez

Validus Financial Associates
CFP®
Aaron C. Montez, a financial fiduciary, provides financial services to clients in the Peoria, Arizona area. Aaron holds a CFP® certification. Aaron has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts

Bruce Hosler

Hosler Wealth Management
EA, CFP®, AIF®, CEPA®, CDFA®
Bruce Hosler, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Bruce holds the EA, CFP®, AIF®, CEPA®, CDFA® certifications. Bruce has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    National Financial Services

Jeffrey Wilcock

Seros Financial
RFC®
Jeffrey Wilcock, a financial fiduciary, provides financial services to clients in the Tempe, Arizona area. Jeffrey holds a RFC® certification. Jeffrey has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Hourly

    Asset Requirement: $250,000

    Name(s) of Custodian(s):
    Axos Advisor Services

Michael Massara

Full Picture Financial
Michael Massara, a financial fiduciary, provides financial services to clients in the Gilbert, Arizona area. Michael has over 8 years of experience.

Additional Information:

Years of Experience:
8 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

    Name(s) of Custodian(s):
    Charles Schwab and TD Ameritrade

Michelle Anthony

Modern Wealth Management
AIF®
Michelle Anthony, a financial fiduciary, provides financial services to clients in the Tucson, Arizona area. Michelle holds a AIF® certification. Michelle has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee

    Financial Services Provided:

  • Risk Management
  • Financial Planning for Individuals
  • Financial Planning for Businesses
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade & Pershing LLC

James Good

BGK Capital
James Good, a financial fiduciary, provides financial services to clients in the Tucson, Arizona area. James has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    Charles Schwab

Thanasi Panagiotakopoulos

Life Managed
Thanasi Panagiotakopoulos, a financial fiduciary, provides financial services to clients in the Phoenix, Arizona area. Thanasi has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee
  • Hourly

    Asset Requirement: $250K+

    Name(s) of Custodian(s):
    Charles Schwab

Blake Davelaar

Allworth Financial
CFP®
Blake Davelaar, a financial fiduciary, provides financial services to clients in the Tucson, Arizona area. Blake holds a CFP® certification.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

Diron Tappin

TCP Asset Management
Diron Tappin, a financial fiduciary, provides financial services to clients in the Phoenix, Arizona area. Diron has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade

Jacob Vanderslik

Edelman Financial Engines, LLC
CRPC®
Jacob Vanderslik, a financial fiduciary, provides financial services to clients in the Phoenix, Arizona area. Jacob holds a CRPC® certification. Jacob has over 9 years of experience.

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

James Golichowski

Edelman Financial Engines, LLC
CFP®, CRPC®
James Golichowski, a financial fiduciary, provides financial services to clients in the Chandler, Arizona area. James holds the CFP®, CRPC® certifications. James has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Michael Treiberg

Treiberg Wealth Management, Inc.
CFP®, ChFC®
Michael Treiberg, a financial fiduciary, provides financial services to clients in the Tucson, Arizona area. Michael holds the CFP®, ChFC® certifications. Michael has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee
  • Hourly

    Asset Requirement: $250,000.00

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc
CFP®
Jason Smith, a financial fiduciary, provides financial services to clients in the Tempe, Arizona area. Jason holds a CFP® certification. Jason has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions

    Asset Requirement: $20000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management

Jared Daniel

Wealth Guardian Group
CFP®, CRPC®
Jared Daniel, a financial fiduciary, provides financial services to clients in the Gilbert, Arizona area. Jared holds the CFP®, CRPC® certifications. Jared has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Based on Assets
  • Commissions
  • Flat Fee

    Financial Services Provided:

  • Financial Planning
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Legal Advice and Services
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    TradePMR, Pershing, Scottrade

BASIC INFORMATION NEEDED FOR THE INQUIRY

Top vetted financial advisors in Arizona by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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