Find a Financial Advisor in Carefree, AZ

 

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We did the hard work of finding trustworthy partners in Carefree, AZ.

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We Only Work With The Best Carefree Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Carefree, AZ


  • Financial Advisor Close to Carefree, AZ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Carefree, AZ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Carefree, AZ

We evaluated over 13,000 RIA firms to bring you the best of the best Carefree financial advisors.
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How Retirement-Friendly is Carefree, AZ?

  • Population: 3,811
  • % of Population 62 Years and Over: 67.9%
  • Average Home Value: $820,900
  • Average Monthly Housing Cost: $1,121
  • Average Household Income: $151,545
  • Arizona Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Arizona Property Tax: 2.53% (17th Lowest in U.S.)
  • Arizona Individual Income Tax: 1.43% (11th Lowest in U.S.)
  • Arizona Sales and Excise Tax: 4.23% (10th Highest in U.S.)



The Top Financial Advisor Firms in Carefree, AZ

 

GRAY LION CAPITAL

Website

(480) 284-0384

100 Easy Street
#852
Carefree, AZ 85377

SEC#: 801-116919
Years in Business: 2 years

LION STREET ADVISORS, LLC

Website

(480) 625-3134

36600 N Pima Rd
Ste 301
Carefree, AZ 85377

SEC#: 801-107414
Years in Business: 5 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(480) 216-9899

36600 N Pima Road
Suite 101
Carefree, AZ 85377

SEC#: 801-62277
Years in Business: 18 years

BFC PLANNING, INC.

Website

(480) 216-9899

36800 N. Sidewinder
Ste A-7
Carefree, AZ 85377

SEC#: 801-67427
Years in Business: 15 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(480) 216-9899

36600 N Pima Road
Suite 101
Carefree, AZ 85377

SEC#: 801-62277
Years in Business: 18 years

BFC PLANNING, INC.

Website

(480) 216-9899

36800 N. Sidewinder
Ste A-7
Carefree, AZ 85377

SEC#: 801-67427
Years in Business: 15 years

 


Carefree, AZ Financial Advisor FAQs

A financial advisor should be thoroughly vetted before entering into any kind of professional relationship. A client has to make sure they get references, talk to former clients who are not friends or family members for at least 10 minutes, get enough information about the process and fees, inquire if they have criminal history in any way shape or form. It is important that you know what to do in order to feel comfortable with your next step when choosing a financial advisor.
Financial advisors are certified in personal finance, economics, investments, budgeting and planning. Their responsibility is to help build a sound financial strategy that reflects the client's needs, resources and risk tolerance. A good advisor would have considerable knowledge of the market trends which may influence the purchase or sale of specific securities. They know when to buy mutual funds vs stocks vs bonds based on an assessment of their clients' retirement timelines.
A financial advisor can help you set goals for your future, create financial plans to suit your needs, have an investment plan that doesn't conflict with laws or ethics, and give you advice on other areas of money.
That depends on a number of factors, including your net worth and amount of assets. Some advisors charge by salary - they earn a set amount from their firms. Others charge by what's called wrap fee - meaning you'll pay them an annual flat rate for financial advising services, no matter the size of the account. The rules around which method is best to pay by depend on your individual situation and goals as a client.