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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.

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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
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Bruce Hosler

Hosler Wealth Management
EA, CFP®, CPWA®, AIF®, CEPA®
Bruce Hosler, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Bruce holds a EA, CFP®, CPWA®, AIF®, CEPA® certification. Bruce has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

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

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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

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Marcus Luckeneder

Validus Financial Associates
CFP®, AAMS®
Marcus Luckeneder, a financial fiduciary, provides financial services to clients in the Peoria, Arizona area. Marcus holds a CFP®, AAMS® certification. Marcus has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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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 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

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

    Asset Requirement: $250,000

    Financial Services Provided:

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

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

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James Good

Attessa 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

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

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Adam Chaney

Optimal Wealth
CFP®, CRPC®
Adam Chaney, a financial fiduciary, provides financial services to clients in the Queen Creek, Arizona area. Adam holds a CFP®, CRPC® certification. Adam has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

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

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

    Name(s) of Custodian(s):
    LPL Financial Corporation

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Ryan Kidd

Validus Financial Associates
CRC®
Ryan Kidd, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Ryan holds a CRC® certification. Ryan has over years of experience.

Additional Information:

    Asset Requirement: $100,000

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Wilson Mitchell

Edelman Financial Engines, LLC
CFP®, CRPC®
Wilson Mitchell, a financial fiduciary, provides financial services to clients in the Chandler, Arizona area. Wilson holds a CFP®, CRPC® certification. Wilson has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based

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

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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 a CFP®, ChFC® certification. Michael has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

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

    Asset Requirement: $25,000,000

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Trent White

Luminvest Wealth Management
JD, CFP®
Trent White, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Trent holds a JD, CFP® certification. Trent has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
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Jared Daniel

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

Additional Information:

Years of Experience:
23 Years

    Fee Structure

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

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management

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

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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
  • Commissions
  • Based on Assets

    Asset Requirement: $20,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Tucson, Arizona area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

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

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

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