Scottsdale, AZ Financial Advisors and Resources



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


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.)


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%.