Find a Financial Advisor in Glendale, AZ

 

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

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We Only Work With The Best Glendale 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 Glendale, AZ


  • Financial Advisor Close to Glendale, 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 Glendale, 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 Glendale, AZ

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

  • Population: 247,813
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $224,800
  • Average Monthly Housing Cost: $1,052
  • Average Household Income: $72,113
  • 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 Glendale, AZ

 

WJ WEALTH MANAGEMENT

Website

(602) 942-1321

18275 North 59th Avenue
B-112
Glendale, AZ 85308

SEC#: 801-119053
Years in Business: 1 years

PFG ADVISORS, LLC

Website

(602) 430-4980

20250 N 59th Ave #102

Glendale, AZ 85308

SEC#: 801-80797
Years in Business: 7 years

BWM ADVISORY LLC

Website

(623) 251-1574

8357 N. 50th Drive

Glendale, AZ 85032

SEC#: 801-108290
Years in Business: 0 years

BWM ADVISORY LLC

Website

(623) 251-1574

8357 N. 50th Drive

Glendale, AZ 85032

SEC#: 801-108290
Years in Business: 0 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(623) 878-6470

7075 W Bell Rd
Ste 8
Glendale, AZ 85308

SEC#: 801-54905
Years in Business: 24 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(623) 878-6470

7075 W Bell Rd
Ste 8
Glendale, AZ 85308

SEC#: 801-54905
Years in Business: 24 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(602) 703-6611

17505 N. 79th Ave.
Suite 215
Glendale, AZ 85308

SEC#: 801-79938
Years in Business: 7 years

PLANMEMBER SECURITIES CORPORATION

Website

(623) 850-0016

18001 N 79th Avenue
Suite E-73
Glendale, AZ 85308

SEC#: 801-39177
Years in Business: 30 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(602) 703-6611

17505 N. 79th Ave.
Suite 215
Glendale, AZ 85308

SEC#: 801-79938
Years in Business: 7 years

 


Glendale, AZ Financial Advisor FAQs

A good way is go online and search various terms related to what kind of adviser you're looking for (i.e., fee only planners, insurance promotions). There are many websites which will pop up with advisors who will provide their qualifications in addition to either free or paid services depending on your needs.
It can't hurt to have a financial advisor if you want someone to keep track of your investments and insurance policies, check on your credit score, update necessary tax information, and communicate general investment strategies.
A financial advisor can vary in price depending on the quality of his or her experience, education, and certification. Some advisors are available to speak with for low rates while others must be booked weeks in advance at a high rate for an hour-long meeting or call. There are also opportunities where hourly meetings come bundled together for specific goals, such as retirement planning which would be cheaper than just one hour of time dedicated solely to that topic if it were booked separately under different circumstances.
Financial advisors help people manage their financial concerns so they can focus on what's important in their lives.