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.

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

    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

BASIC INFORMATION NEEDED FOR THE INQUIRY

BASIC INFORMATION NEEDED FOR THE INQUIRY

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
  • Hourly
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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: $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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Dave Stanfield

Evergreen Wealth Management
CFP®, EA
Dave Stanfield, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Dave holds the CFP®, EA certifications. Dave has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • 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
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Fidelity Investments

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Bruce Hosler

Hosler Wealth Management
EA, CFP®, AIF®, CEPA®
Bruce Hosler, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Bruce holds the EA, CFP®, AIF®, CEPA® certifications. Bruce has over 25 years of experience.

Additional Information:

Years of Experience:
25 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

BASIC INFORMATION NEEDED FOR THE INQUIRY

BASIC INFORMATION NEEDED FOR THE INQUIRY

BASIC INFORMATION NEEDED FOR THE INQUIRY