Top Rated Financial Advisors in Phoenix, 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 Phoenix, 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 Phoenix, 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 Phoenix, 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.

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Phoenix, Arizona area.

Phoenix, AZ

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

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

Luminvest Wealth Management

JD, CFP^®

Trent White, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Scottsdale, Arizona area.

Scottsdale, AZ

Telephone Advisor

Telephone: 480-702-1143

Visit Advisor Website

www.luminvest.com

View Research Report

Additional Information:

Years of Experience:
19 Years

Fee Structure


• Fee-Only
• Hourly
• Flat Fee
• 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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Name(s) of Custodian(s):
Schwab, Altruist

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.

Peoria, AZ

Telephone Advisor

Telephone: 623-825-1020

Visit Advisor Website

https://www.vfateam.com/

View Research Report

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

Ryan Kidd

Validus Financial Associates

CRC^®

Ryan Kidd, a financial fiduciary, provides financial services to clients in the Peoria, Arizona area. Ryan holds a CRC^® certification. Ryan has over 22 years of experience.

Peoria, AZ

Telephone Advisor

Telephone: 623-825-1020

Visit Advisor Website

https://www.vfateam.com/ryan-kidd-senior-partner

View Research Report

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