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Top Rated Financial Advisors in Arizona
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Arizona is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
Find top advisors in Arizona with Paladin Registry
Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Arizona near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Aaron C. Montez
Validus Financial Associates
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Education Funding and Planning
Financial Services Provided:
Bruce Hosler
Hosler Wealth Management
Additional Information:
Years of Experience:
27 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
National Financial Services
Marcus Luckeneder
Validus Financial Associates
Additional Information:
Years of Experience:
13 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Michelle Anthony
Modern Wealth Management
Additional Information:
Years of Experience:
26 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Risk Management
- Financial Planning for Individuals
- Financial Planning for Businesses
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade & Pershing LLC
James Good
Attessa Capital
Additional Information:
Years of Experience:
22 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Adam Chaney
Optimal Wealth
Additional Information:
Years of Experience:
25 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial Corporation
Nathan Bardin
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
8 Years
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Ryan Kidd
Validus Financial Associates
Additional Information:
Asset Requirement: $100,000
Wilson Mitchell
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
17 Years
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Michael Treiberg
Treiberg Wealth Management, Inc.
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $25,000,000
Trent White
Omnia Wealth Management
Additional Information:
Years of Experience:
15 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Education Funding and Planning
Financial Services Provided:
Jared Daniel
Wealth Guardian Group
Additional Information:
Years of Experience:
23 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Financial Planning for Individuals
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
TradePMR, Pershing, Scottrade
Jason Smith
Berthel Fisher Financial Services, Inc. and BFC Planning Inc
Additional Information:
Years of Experience:
25 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $20,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Allworth Financial
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade
Top vetted financial advisors in Arizona by cities
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