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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.

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Jim Halloran

Edelman Financial Engines, LLC
CRPC
Jim Halloran, a financial fiduciary, provides financial services to clients in the Phoenix, Arizona area. Jim holds a CRPC certification. Jim has over 7 years of experience.

Additional Information:

Years of Experience:
7 Years

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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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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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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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Dave Stanfield

Evergreen Wealth Management
CFP®, EA
Dave Stanfield, a financial fiduciary, provides financial services to clients in the Scottsdale, Arizona area. Dave holds a CFP®, EA certification. 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

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

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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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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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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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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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