Tempe, AZ Financial Advisors and Resources



Financial Advisor Firms in Tempe, AZ


BILTMORE WEALTH MANAGEMENT, LLC

Website

(480) 998-1819

1400 E. Southern Avenue
Suite 650
Tempe, AZ 85282

SEC#: 801-81007
Years in Business: 6 years

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Website

(480) 557-9727

1095 West Rio Salabo Parkway
Unit 101
Tempe, AZ 85281

SEC#: 801-117895
Years in Business: 1 years

SL2 INVESTMENTS LLC

Website

(480) 678-0411

909 E. Playa Del Norte
6054
Tempe, AZ 85281

SEC#: 801-108811
Years in Business: 4 years

JOHNSON FINANCIAL ADVISORS

Website

(602) 242-4000

1095 W Rio Salado Parkway
Suite 201
Tempe, AZ 85281

SEC#: 801-113449
Years in Business: 3 years

INTRINSIC WEALTH COUNSEL, INC.

Website

(480) 924-5613

1255 W. Rio Salado Pkwy
Suite 115
Tempe, AZ 85281

SEC#: 801-21151
Years in Business: 37 years

BANCWEST INVESTMENT SERVICES, INC.

Website

(303) 202-5496

1625 W Fountainhead Pkwy
9th Floor
Tempe, AZ 85282

SEC#: 801-71300
Years in Business: 11 years

UNIONBANC INVESTMENT SERVICES, LLC

Website

(602) 337-6454

1225 W Washington Street
4th Floor
Tempe, AZ 85281

SEC#: 801-70084
Years in Business: 12 years

PFG ADVISORS, LLC

Website

(480) 889-3848

2800 S Mill Ave.

Tempe, AZ 85282

SEC#: 801-80797
Years in Business: 6 years

SAGEPOINT FINANCIAL, INC.

Website

(480) 270-9245

5470 S Lakeshore Dr
Suite 101
Tempe, AZ 85283

SEC#: 801-64721
Years in Business: 16 years


How Retirement-Friendly is Tempe, AZ?

  • Population: 187,454
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $277,300
  • Average Monthly Housing Cost: $1,155
  • Average Household Income: $76,573
  • 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.)


Tempe, AZ Financial Advisor FAQs

Good things to ask an advisor are about their qualifications, credentials, experience, certifications and associations. Ask them to describe the investment decisions they've made in the past related to your goals or needs, but also if they take into account your particular situation characteristic when making these investments.
Yes. Putting your money in a bank doesn't give you investment advice. In fact, they charge you more for this service than they actually contribute to your investments, so it's understandable that some people prefer not to have them involved at all.
The cost of a financial advisor will vary depending on the individual, but on average it will range from $50 to $250 per hour. It is difficult to give a definite answer as there are so many factors that go into this - how sophisticated is your needs, the scope of services you require, etc.
Finding the right person for you depends on knowing what your current financial status is and also who your personal preferences are when it comes to dealing with money.