Find a Financial Advisor in Phoenix, AZ

 

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

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We Only Work With The Best Phoenix 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 Phoenix, AZ


  • Financial Advisor Close to Phoenix, 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 Phoenix, 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 Phoenix, AZ

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

  • Population: 1633,017
  • % of Population 62 Years and Over: 13.5%
  • Average Home Value: $244,300
  • Average Monthly Housing Cost: $1,106
  • Average Household Income: $80,631
  • 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 Phoenix, AZ

 

CUE FINANCIAL GROUP, INC.

Website

(602) 252-0911

3200 N. Central Ave
Suite #200
Phoenix, AZ 85012

SEC#: 801-66538
Years in Business: 15 years

SOVEREIGN INVESTMENT ADVISORS LLC

Website

(480) 385-2850

3930 E Ray Road Suite 170

Phoenix, AZ 85044

SEC#: 801-80942
Years in Business: 6 years

VISION2020 WEALTH MANAGEMENT CORP.

Website

(800) 552-3319

20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

SEC#: 801-71541
Years in Business: 11 years

TANDEM WEALTH ADVISORS

Website

(602) 297-8600

1850 N. Central Avenue, Suite 330

Phoenix, AZ 85004

SEC#: 801-115170
Years in Business: 2 years

INTRINSIC VALUE PARTNERS, LLC

Website

(480) 522-2032

4742 N 24th Street
Suite 300
Phoenix, AZ 85016

SEC#: 801-78111
Years in Business: 8 years

JOHNSON WEALTH MANAGEMENT, LLC

Website

(480) 385-7399

5090 North 40th Street
Suite 205
Phoenix, AZ 85018

SEC#: 801-118126
Years in Business: 1 years

JUNCTURE WEALTH ADVISORS, LLC

Website

(480) 721-8900

1440 E. Missouri Avenue
Suite C210
Phoenix, AZ 85014

SEC#: 801-119406
Years in Business: 1 years

HATTON CONSULTING, INC.

Website

(602) 852-5520

5090 N 40th Street
Suite 160
Phoenix, AZ 85018

SEC#: 801-60580
Years in Business: 20 years

WINDSOR CAPITAL MANAGEMENT, LLC

Website

(480) 515-3514

20860 North Tatum Blvd.
Suite 220
Phoenix, AZ 85050

SEC#: 801-64200
Years in Business: 16 years

 


Phoenix, AZ Financial Advisor FAQs

It's a good idea to seek financial advisement if you're not knowledgeable about investments and insurance. A financial advisor will help you specify the best investment plan for your needs. A financial advisor can play a beneficial role with regards to helping generate a strategies that met an individual's goal.
There are a number of factors to take into account when estimating the cost of a financial advisor. Such factors include the size and complexity of an individual's investment portfolio, investment objectives, aptitude for self-assessment and risk tolerance.
Financial advisors provide counsel and specific services to their clients based on the clients' objectives. Financial advisors can also support clients by providing guidance in asset allocation and proper stock selection as well as other investments.
Ask them these four questions: Why do you believe your strategy is better than others? How long have you been doing this and what makes you qualified to give me advice? What's the difference between fees and commissions? And what conflicts of interest, if any, do we need to disclose so I know about them up front. This will help ensure that their fees are justifiable and laid out in black and white since most advisors charge by the hour- not by assets under management.