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Personalized advice for portfolio size
of 100K & above
Chandler, Arizona, a suburb of Phoenix, stays sunny pretty much year round and is a great city to raise a family. This desert city has a low crime rate, good schools and could be a good place to settle down, even though the cost of living is 7% higher than the national average. Chandler is considered to be a less expensive city compared to the surrounding suburbs of Phoenix, so it may be a good idea to have an experienced financial advisor by your side to guide you towards a more secure financial future. There are over 3000 financial advisors to choose from in the Chandler area and the decision making process could perhaps be a bit daunting. That's where WiserAdvisor can help. We specialize in connecting people to vetted fiduciary financial advisors.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Chandler, Arizona.
Chandler
has
6
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
35
non-vetted advisors in your local area. These financial advisors in
Chandler,
Arizona
have an average of
19
years of experience.
NOTE: The list of vetted financial
advisors in
Chandler,
Arizona
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Chandler, Arizona.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Jason Smith
CFP® BERTHEL FISHER FINANCIAL SERVICES, INC. AND BFC PLANNING INC 64 E Broadway Rd., Ste. 200, Tempe, AZ 85282 |
25 Years | $0 | $20,000 | Fee-Based |
| 15 Years | $10,000,000,000 | $250,000 | Fee-Only | |
| 19 Years | Not Specified | $250,000 | Fee-Based | |
| 20 Years | $500,000,000 | $500,000 | Not Specified | |
|
Jason M Buchanan
CFP®, AIF® ASHTON THOMAS PRIVATE WEALTH 15279 N Scottsdale RD, Suite B2-215, Scottsdale, AZ 85254 |
17 Years | Not Specified | $100,000 | Fee-Based |
|
Aaron C. Montez
CFP® VALIDUS FINANCIAL ASSOCIATES 8877 West Union Hills Drive Suite 540, Peoria, AZ 85382 |
22 Years | $350,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 2518521
Series 7, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
64 E Broadway Rd.,
Ste. 200,
Tempe,
AZ
85282
Phone Number
623-203-7003
University of Michigan, B.A. in Economics 1994; Indiana University, M.S. in Finance, 2016; Boston College, Certificate in Financial Planning 2008; Fuller Theological Seminary, M.A. in Theology, 2009
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 5592136
Firm CRD# 326261
Series 7, 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
5118 North Granite Reef Road,
Scottsdale,
AZ
85250
Phone Number
480-702-1143
Trent began investing in stocks at the age of 12 and is passionate about helping his clients have peace of mind, optimizing returns while minimizing risk, fees, and taxes. His background includes experience as a life insurance agent, tax preparer, and financial advisor with over a decade working with high net worth and ultra high net worth households. He credits his law degree to helping him develop critical thinking skills that he employs regularly to the benefit of his clients. He is enthusiastic about serving clients as an independent advisor because it removes any loyalties or incentives that would conflict with his fiduciary duty to his clients.
Get personalized, tax-focused financial planning in-person or from the convenience of your home.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5602416
Firm CRD# 226708
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
7001 N. Scottsdale Road,
Suite 2055,
Scottsdale,
AZ
85253
Phone Number
480-494-2750
Through in-depth education, customized financial planning and undivided financial advisor attention, Bayntree Wealth Advisors will help you make the right financial decisions to put you in position to meet your income and wealth needs, and live comfortably in your retirement years. Bayntree Wealth Advisors provides comprehensive financial planning and wealth management in Scottsdale, AZ. The Bayntree Wealth team specializes in all aspects of your financial health including retirement planning, risk management, investment advice, tax strategies and asset protection.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4415868
Firm CRD# 2866037
Compensation/Fee Hourly, Flat Fee, Based on Assets
Office Location
11130 N. Tatum Blvd,
Suite I-101,
Phoenix,
AZ
85028
Phone Number
480-824-8444
Diron Tappin is a Wealth Manager at TCP Asset Management. Diron joined TCP to fulfill his vision of providing comprehensive, independent, transparent financial advice to family, friends, other financial professionals, and business owners. Diron has been in the financial services industry for over 20 years and has held a variety of positions in on Wall Street that give him a keen eye for combining clients needs with modern asset management concepts. He utilizes the process that has been developed at TCP to provide clients with a dynamic and adaptable plan to work towards the goals of financial independence, retirement, risk management, estate planning and hopefully peace of mind. Diron has a bachelor's degree from The University of Northern Colorado. He was born in New York, raised in Hawaii, he has lived in Scottsdale, Arizona since 2004 with his wife, Stacey, and son Cole. When he is not at work you will find Diron coaching football locally with the Scottsdale Outlaws youth program or at Desert Mountain High School, Go Wolves!
We are a group of financial professionals committed to partnering with you throughout your financial life. As a full-service independent firm, we provide honest, fiduciary financial advice to a dynamic group of successful individuals and their families.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5107064
Firm CRD# 153902
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
15279 N Scottsdale RD,
Suite B2-215,
Scottsdale,
AZ
85254
Phone Number
602-732-4745
Jason Buchanan joined Ashton Thomas in 2020 as a Wealth Advisor. Previously, he was a Private Client Advisor with JPMorgan Chase Bank. Jason grew up in a small town in Ohio just south of Columbus. A "big Buckeyes fan," he played football in high school and participated in 4-H. Jason attended Ohio University, starting off as a biology and pre-dentistry major. He decided to change paths while in school, graduating with a BA in Economics in 2004. Jason immediately pursued graduate studies, completing his Master of Financial Economics degree at Ohio University in 2006. After obtaining his master's degree, Jason decided to look elsewhere geographically to begin his career. Like many transplanted residents of the Grand Canyon State, he admits he moved to Arizona from the Midwest, "to get away from the cold and snow." He took a position with JP Morgan Chase as a branch banker and was soon promoted to a manager role. Jason officially became a financial advisor with the bank in 2011. "I've understood how money works from a young age," he says of why he became a client-facing financial advisor. "I love helping guide people towards achieving their goals." To that end, in 2016, Jason decided to become a CFP® Professional to "stand out among his peers" in the industry. Jason has been married to his wife, Bridget, since 2013. They have two young sons who keep them very busy. Jason volunteers regularly in his local church community and enjoys the occasional off-roading adventure or downhill ski trip.
Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, a SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities brokerage services provided by M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Insurance products offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4108246
Firm CRD# 3978
Series 6, 7, 24, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
8877 West Union Hills Drive Suite 540,
Peoria,
AZ
85382
Phone Number
623-825-1020
Aaron Montez, Senior Partner with Validus Financial Associates, chose to be a financial professional as his desired profession early in life. After graduating with a finance degree from Arizona State University, Aaron was able to grow a client base helping individuals and business owners with their financial, education and retirement planning, estate planning strategies, and business succession planning. As a benefit to his clients Aaron sought and received a Certificate in Retirement Planning from Wharton School and holds Series 7, 63, 65 and 24 registrations as well as Life and Health Licenses. In 2003, Aaron was asked to join his firm's management team where he was eventually promoted to the Senior Vice President of the Southwest Branch. While in management, Aaron oversaw the hiring, training, development and mentoring of new advisors to the firm. This position not only allowed him to further develop his adeptness for leadership and communication but, more importantly, he also gained valuable experience working with complex client situations. He has earned the CERTIFIED FINANCIAL PLANER™ practitioner certification and is a member of the local Financial Planning Association. His success in the financial industry has been recognized and has led to many prestigious awards since 2002. Aaron and his wife Olivia have 5 children (Zachary, Dallin, Brigham, Keaton and Ella). Aaron's hobby IS his family so he spends any and all free time with them. He enjoys fishing, coaching his kids and supporting his wife and children in their various activities. Community service has always been a priority for Aaron. He is an active volunteer with the local BSA program and serves in several capacities with his church. We appreciate your time and interest in Validus Financial Associates.
Validus Financial Associates provides you access to a highly experienced group of professionals who provide a collaborative approach to help you toward realizing your stated goals. We help you define your vision for the future and create a clear, concise course of action to optimize your potential for financial success. Additionally, as part of your financial plan we will factor in all aspects of your financial situation including how taxes, timing and other factors may affect your portfolio now and in the future.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 32 | 3407 | $644,276,054 | A percentage of AUM, Fixed fees
|
|
IRONWOOD WEALTH MANAGEMENT, LLC
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226 |
21 | 2084 | $541,180,852 | A percentage of AUM, Hourly charges, Fixed fees
|
| 4 | 401 | $448,000,000 | A percentage of AUM
|
|
| 5 | 923 | $280,548,570 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 4 | 1009 | $260,519,442 | A percentage of AUM, Hourly charges, Fixed fees
|
Financial advisors in Arizona typically offer specialized guidance, advice, and a variety of financial services including financial planning, creating investment strategies, wealth management, retirement planning, estate planning, and more. To further explore how financial advisors listed on our directory for the state of Arizona can support you, learn more about the different types of financial advisors and their areas of expertise.
When choosing a financial advisor, it's best to look at their qualifications, credentials (CFP, ChFCs, CFAs, etc.), and years of experience, and assess the range of services they offer. You also want to look into their communication style, understand their fee structure, check client references and reviews, and ensure they have a fiduciary duty to put your best interest ahead of their own. To learn more, read the guide on choosing the best financial advisor.
Fees for financial advisors in Arizona vary depending on factors such as the advisor's experience, services provided, and the fee structure they use. Common fee structures include a percentage of assets under management (AUM), hourly rates, commission-only, or a combination. A fee-only compensation method can typically be approx. 1.02% of the assets an advisor is managing, while hourly rates may range from $100 to $400 or more, based on the complexity of the services offered. It is essential to understand and compare fee structures when selecting a financial advisor to ensure they align with your financial goals and preferences. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
As you work with a financial advisor, you can benefit from their extensive knowledge and experience. This can result in you gaining some peace of mind knowing that your financial future is being overseen and managed by an experienced financial professional. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read The Benefits Of Working With A Financial Advisor.
To find a qualified financial advisor in Arizona, it is important to first determine the type of advisor that suits your financial needs. Consider if you need help with retirement planning, investment management, estate planning, wealth management, or financial planning. Once you identify your needs, we recommend that you begin your search for an advisor who meets your requirements by utilizing our directory of financial advisors in Arizona. Additionally, you can use the free financial advisor match tool to find financial advisors matched to your specific needs.
Many financial advisors in Arizona are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of Arizona may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services an advisor offers.
When selecting a financial advisor in Arizona, look for some common credentials like the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
To find a fee-only financial advisor in Arizona, you can use our online directory of pre-screened and vetted fee-only financial advisors. Fee-only advisors in our network operate as fiduciaries, which means they do not receive commissions for selling specific financial products. This can help ensure that the advice you receive is unbiased and in your best interests. Additionally, we recommend using the free financial advisor match tool to find financial advisors matched to your specific needs, as well as asking for recommendations from friends, family, or colleagues who have worked with a fee-only financial advisor in the past.
