Find a Financial Advisor in Yuma, AZ

 

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

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We Only Work With The Best Yuma Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Yuma, AZ


  • Financial Advisor Close to Yuma, 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 Yuma, 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 Yuma, AZ

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

  • Population: 96,349
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $161,400
  • Average Monthly Housing Cost: $915
  • Average Household Income: $62,704
  • 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 Yuma, AZ

 

INVICTA FINANCIAL GROUP

Website

(928) 344-8000

2615 East 24th Street
Suite 2
Yuma, AZ 85365

SEC#: 801-118542
Years in Business: 1 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

 


Yuma, AZ Financial Advisor FAQs

Look for an advisor who is licensed and has a fiduciary duty to act in your best interest at all times. If they don't currently have one, ask how their firm handles conflicts of interest.
The role of a financial advisor is to provide investors with advice about their assets, including taxes.
Yes. You will need a financial advisor if you are not confident in your ability to make smart money decisions for yourself.
This all depends on what you're looking for, but several general things to look out for include the following: How long has this person been working with? Do they have any investment funds that use segregated (ethical) investing? (If not, what percentage of their investments are invested in greedy industries?