Find a Financial Advisor in Flagstaff, AZ

 

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

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We Only Work With The Best Flagstaff 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 Flagstaff, AZ


  • Financial Advisor Close to Flagstaff, 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 Flagstaff, 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 Flagstaff, AZ

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

  • Population: 72,402
  • % of Population 62 Years and Over: 10.8%
  • Average Home Value: $366,500
  • Average Monthly Housing Cost: $1,294
  • Average Household Income: $77,787
  • 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 Flagstaff, AZ

 

ASCENDANT FINANCIAL SOLUTIONS, INC.

Website

(928) 774-9598

809 W. Riordan
Suite 104
Flagstaff, AZ 86001

SEC#: 801-67175
Years in Business: 15 years

SOWELL FINANCIAL SERVICES, LLC

Website

(928) 212-8000

914 N. San Francisco St
Suite S
Flagstaff, AZ 86001

SEC#: 801-63991
Years in Business: 16 years

INDEPENDENT WEALTH NETWORK, INC.

Website

(928) 774-9091

Preferred Wealth Management
121 E. Birch Ave, Suite 404
Flagstaff, AZ 86001

SEC#: 801-110559
Years in Business: 4 years

TCI WEALTH ADVISORS, INC.

Website

(928) 226-0868

150 W. Dale Street
Suite 1
Flagstaff, AZ 86001

SEC#: 801-37083
Years in Business: 31 years

TCI FOUNDATION INC.

Website

(928) 226-0868

150 W Dale Ste. 1

Flagstaff, AZ 86001

SEC#: 801-79117
Years in Business: 7 years

TCI FOUNDATION INC.

Website

(928) 226-0868

150 W Dale Ste. 1

Flagstaff, AZ 86001

SEC#: 801-79117
Years in Business: 7 years

TCI WEALTH ADVISORS, INC.

Website

(928) 226-0868

150 W. Dale Street
Suite 1
Flagstaff, AZ 86001

SEC#: 801-37083
Years in Business: 31 years

CROSS STATE FINANCIAL GROUP LLC

Website

(800) 621-6974

3251 S. Tehama Circle

Flagstaff, AZ 86005

SEC#: 801-117843
Years in Business: 2 years

OAK ASSET MANAGEMENT, LLC

Website

(928) 440-5528

123 So. San Francisco St.

Flagstaff, AZ 86001

SEC#: 801-110296
Years in Business: 4 years

 


Flagstaff, AZ Financial Advisor FAQs

Financial advisors generally work on a commission basis, typically getting paid between 1% and 8% of the total invested. These fees typically come out of the client's account, to be later deposited by the advisor as agreed upon.
The cost of a financial advisor depends on what type of advice you need and how much time the advisor would spend with you. This could vary depending on many factors including what your goals are and how much money is involved in the service they're providing.
A financial advisor helps clients develop a personal strategy for saving, investing, and protecting their assets. This ranges from developing an investment plan to create specific goals through tailoring the investments portfolio to meet needs. The main goal of a financial advisor is to help clients get the most out of their money while meeting their long-term needs.
Look for a FINRA-registered advisor who is registered as a Registered Investment Adviser and indicates that he or she is also a certified financial planner or other similar credentials.