Find a Financial Advisor in Scottsdale, AZ

 

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

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We Only Work With The Best Scottsdale 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 Scottsdale, AZ


  • Financial Advisor Close to Scottsdale, 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 Scottsdale, 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 Scottsdale, AZ

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

  • Population: 250,602
  • % of Population 62 Years and Over: 28.7%
  • Average Home Value: $483,800
  • Average Monthly Housing Cost: $1,433
  • Average Household Income: $132,835
  • 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 Scottsdale, AZ

 

HARMONY ASSET MANAGEMENT LLC

Website

(480) 314-5967

7337 E. Doubletree Ranch Road
Suite 295
Scottsdale, AZ 85258

SEC#: 801-118731
Years in Business: 1 years

COPPERWYND FINANCIAL

Website

(480) 348-2100

14256 N. Northsight Blvd.
Ste B-115
Scottsdale, AZ 85260

SEC#: 801-67763
Years in Business: 14 years

KEY GROUP MANAGEMENT, INC.

Website

(480) 477-5252

8765 East Bell Road
Suite 207
Scottsdale, AZ 85260

SEC#: 801-114845
Years in Business: 2 years

ARQ WEALTH ADVISORS, LLC

Website

(480) 214-9572

14500 N. Northsight Blvd
Suite 200
Scottsdale, AZ 85260

SEC#: 801-107346
Years in Business: 5 years

REDWOOD INVESTMENT MANAGEMENT, LLC.

Website

(310) 272-8185

4110 N. Scottsdale Rd., Ste. 125

Scottsdale, AZ 85251

SEC#: 801-78563
Years in Business: 8 years

GALVIN, GAUSTAD & STEIN, LLC

Website

(480) 776-1445

7377 E. Doubletree Ranch Road
Suite 250
Scottsdale, AZ 85258

SEC#: 801-71464
Years in Business: 11 years

BRIDGELIGHT CAPITAL LLC

Website

(480) 270-5240

20645 N. Pima Road
Suite 225
Scottsdale, AZ 85255

SEC#: 801-116940
Years in Business: 2 years

INTERWEALTH MANAGEMENT, LLC

Website

(480) 397-2691

8585 E Hartford Dr
Suite 108
Scottsdale, AZ 85255

SEC#: 801-116669
Years in Business: 2 years

TRAJAN WEALTH, L.L.C.

Website

(480) 990-3300

7702 E. Doubletree Ranch Road
Suite 100
Scottsdale, AZ 85258

SEC#: 801-100392
Years in Business: 6 years

 


Scottsdale, AZ Financial Advisor FAQs

A financial advisor is a professional who offers advice on personal finances. Financial advisors provide services to individuals, small businesses and large institutional investors.
The secret to choosing a financial advisor lies in finding someone who lies in the same level of risk tolerance. Talk about how it's important that both potential clients are comfortable with a similar degree of risk before pursuing any further discussions.
Financial Advisors usually charge around 1% of assets per year, with or without commissions. Some advisors will adjust their fee based on the size of the account.
Financial advisors' rates will vary as much as their services and expertise. A financial-planning-only advisor will charge about 1% of the total value of your portfolio for a one-time fee, while an all-inclusive advisor might cost you more like 2 to 3%.