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We did the hard work of finding trustworthy partners in Tucson, AZ.
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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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Our Process for Choosing
An Independent Financial Advisor in Tucson, AZ
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Financial Advisor Close to Tucson, AZ
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Tucson, 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
Find a Fee-Only Financial Planner Near Tucson, AZ
We evaluated over 13,000 RIA firms to bring you the best of the best Tucson financial advisors.
How Retirement-Friendly is Tucson, AZ?
- Population: 541,482
- % of Population 62 Years and Over: 17.6%
- Average Home Value: $161,500
- Average Monthly Housing Cost: $868
- Average Household Income: $58,057
- 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.)
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The Top Financial Advisor Firms in Tucson, AZ
FINANCIAL DIRECTIONS LLC
(520) 408-77771228 East Prince Road
Tucson, AZ 85719
SEC#: 801-56919
Years in Business: 22 years
DAVIS SELECTED ADVISERS LP
(180) 027-22793600 E. Hemisphere Loop
Tucson, AZ 85706
SEC#: 801-31648
Years in Business: 34 years
SECURE INVESTMENT MANAGEMENT, LLC
(520) 269-40033067 W. Ina Rd.
Suite 105
Tucson, AZ 85741
SEC#: 801-80752
Years in Business: 7 years
GR FINANCIAL GROUP, LLC
(520) 577-47114556 E Camp Lowell
Tucson, AZ 85712
SEC#: 801-80641
Years in Business: 7 years
GOOD STEWARD CAPITAL MANAGEMENT , INC.
(520) 300-6539333 N Wilmot Rd
Suite 340
Tucson, AZ 85711
SEC#: 801-107674
Years in Business: 6 years
WEALTH MANAGEMENT PARTNERS, LLC
(520) 297-79991980 E River Rd. #120
Tucson, AZ 85718
SEC#: 801-119566
Years in Business: 1 years
STERLING INVESTMENT MANAGEMENT, INC.
(520) 293-33116262 North Swan Rd.
Suite 210
Tucson, AZ 85718
SEC#: 801-50373
Years in Business: 26 years
CAPITAL WEST PARTNERS, LLC
(520) 296-98036842 E. Tanque Verde Road
Suite C
Tucson, AZ 85715
SEC#: 801-62859
Years in Business: 18 years
NOVA FINANCIAL SERVICES
(520) 745-55551630 E River Rd
Suite 212
Tucson, AZ 85718
SEC#: 801-79612
Years in Business: 8 years
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.