Menu

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Get Matched With Advisors

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.

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Thanasi Panagiotakopoulos

LIFEMANAGED
BFA™ MSF
Thanasi Panagiotakopoulos, a financial fiduciary, has been a Paladin Registry member since 2020. Thanasi holds Behavioral Financial Advisor , Master of Science in Finance certifications. Thanasi has over 12 years of experience. Thanasi has over 1 year of experience with LIFEMANAGED firm. Thanasi provides financial services to clients in the Phoenix, Arizona area.
  • State Licences:
  • Financial Advice, Services for Fees: Arizona

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Legal Advice and Services
  • Wealth Management

Jeremy Kisner

Surevest Private Wealth
CFP® CLU®
Jeremy Kisner, a financial fiduciary, has been a Paladin Registry member since 2020. Jeremy is the owner of Surevest Private Wealth. Jeremy holds Certified Financial Planner , Chartered Life Underwriter certifications. Jeremy has over 17 years of experience. Jeremy provides financial services to clients in the Phoenix, Arizona area.

Additional Information:

Years of Experience:
17 Years

Diron Tappin

TCP Asset Management
Diron Tappin, a financial fiduciary, has been a Paladin Registry member since 2021. Diron is the owner of TCP Asset Management. Diron has over 20 years of experience. Diron provides financial services to clients in the Phoenix, Arizona area.

Additional Information:

Years of Experience:
20 Years

    Financial Services Provided:

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

Jeffrey Biro

Family Wealth Advisors, LLC
CEP™ RFC®
Jeffrey Biro, a financial fiduciary, has been a Paladin Registry member since 2006. Jeffrey holds Certified Estate Planner , Registered Financial Consultant certifications. Jeffrey has over 36 years of experience. Jeffrey provides financial services to clients in the Scottsdale, Arizona area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alaska
    • Arizona
    • California
    • Colorado
    • Idaho
    • Indiana
    • Minnesota
    • New York
    • Texas
    • Utah
    • Washington
  • Investment Products for Commission: State List
    • Alaska
    • Arizona
    • California
    • Colorado
    • Idaho
    • Montana
    • Oregon
    • Texas
    • Washington
  • Insurance Products for Commission: State List
    • Arizona
    • California
    • Idaho

Additional Information:

Years of Experience:
36 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • Pershing, LLC, A Subsidary of the Bank of New York Mellon Corporation

Jared Daniel

Wealth Guardian Group
CFP® CRPC® EA
Jared Daniel, a financial fiduciary, has been a Paladin Registry member since 2014. Jared is the owner of Wealth Guardian Group. Jared holds Certified Financial Planner , Chartered Retirement Planning Counselor , Enrolled Agent certifications. Jared has over 14 years of experience. Jared provides financial services to clients in the Gilbert, Arizona area.
  • State Licences:
  • Financial Advice, Services for Fees: Arizona
  • Insurance Products for Commission: Arizona

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • TradePMR
  • Pershing
  • Scottrade

Copperwynd Financial

Copperwynd Financial, a financial fiduciary firm, has been a Paladin Registry member since 2017. Copperwynd Financial provides financial services to clients in the Scottsdale, Arizona area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah
  • Insurance Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Jefferson National
  • American Funds

Riley Private Client, LLC

Riley Private Client, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2020. Firm has over 1 years of experience. Riley Private Client, LLC provides financial services to clients in the Southlake, Texas area.

Additional Information:

Years of Experience:
1 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • TD Ameritrade

Scott Cadieux

Echelon Private Wealth Management, LLC
AIF® CFP®
Scott Cadieux, a financial fiduciary, has been a Paladin Registry member since 2021. Scott is the owner of Echelon Private Wealth Management, LLC. Scott holds Accredited Investment Fiduciary , Certified Financial Planner certifications. Scott has over 23 years of experience. Scott has over 1 year of experience with Echelon Private Wealth Management, LLC firm. Scott provides financial services to clients in the Scottsdale, Arizona area.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Fidelity Investments
  • Charles Schwab

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

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.