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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.

Merrill lynch

Merrill lynch, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Phoenix, Arizona area.

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

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    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
    • Insurance Products & Annuities

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

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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management

Bayntree Wealth Advisors

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

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

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

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

Trent White

Omnia Wealth Management
JD, CFP®
Trent White, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Trent holds the JD, CFP® certifications. 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
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

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

  • Commissions
  • Flat Fee
  • Based on Assets

    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

Jason M Buchanan

Ashton Thomas Private Wealth
CFP®, AIF®
Jason M Buchanan, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Jason holds the CFP®, AIF® certifications. Jason has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

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

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®, CPWA®, AIF®, CEPA®
Bruce Hosler, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Bruce holds the EA, CFP®, CPWA®, AIF®, CEPA® certifications. Bruce has over 26 years of experience.

Additional Information:

Years of Experience:
26 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
  • 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

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.

Additional Information:

    Asset Requirement: $100,000

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