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. These financial advisors in
Chandler,
Arizona
have an average of
16
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 |
---|---|---|---|---|
Wilson Mitchell
CFP®, CRPC® EDELMAN FINANCIAL ENGINES, LLC 3100 West Ray Road, Suite 334, Suite 801, Chandler, AZ 85226 |
17 Years | Not Specified | Not Specified | Fee-Based |
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 | |
Nathan Bardin
CFP®, CRPC® EDELMAN FINANCIAL ENGINES, LLC 4742 N. 24th Street, Suite 400, Phoenix, AZ 85016 |
8 Years | Not Specified | Not Specified | 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 |
Marcus Luckeneder
CFP®, AAMS® VALIDUS FINANCIAL ASSOCIATES 8877 West Union Hills Drive, Suite 540, Peoria, AZ 85382 |
13 Years | Not Specified | $500,000 | Fee-Based |
Qualifications
CRD# 5453404
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
3100 West Ray Road, Suite 334,
Suite 801,
Chandler,
AZ
85226
Phone Number
602-553-7111
I am passionate about financial education and its impact on clients' lives. I decided to pursue a career in financial planning after reading Ric Edelman's Ordinary People, Extraordinary Wealth in my college personal finance class. I'm proud to be part of an organization that emphasizes client-centered financial planning services.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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# 6436455
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
4742 N. 24th Street,
Suite 400,
Phoenix,
AZ
85016
Phone Number
602-553-7196
I believe that everyone who works hard and plans for their future deserves the opportunity to achieve their financial dreams. I take great pride in impacting my clients financial lives and helping them reach their goals. Outside of work, my wife, Taylor, and I love traveling, golfing and playing with our dog Lucy.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4108246
Firm CRD# 6413
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
Qualifications
CRD# 6103189
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
8877 West Union Hills Drive,
Suite 540,
Peoria,
AZ
85382
Phone Number
602-793-3123
Note: Other offices and meeting locations present in Arizona near you. I have always been an all-Arizona kid. I grew up in Mesa and moved with my mother to Fountain Hills in 5th grade. After graduating from High School, I moved to Tempe until I graduated from ASU. From various small businesses in grade school, to winning the Edson Entrepreneurship award while attending ASU's W.P. Carrey School of Business, I have always had devotion to business. In 2011, I made the commitment to financial services. Financial services allows me to apply my passions for business in a manner that can have a profound impact on families. In 2016, I completed the twelve individual modules and examination to be considered an Accredited Asset Management Specialist (AAMS®) which focuses on investment management and theory. In 2020, I completed the CERTIFIED FINANCIAL PLANNER™ examination which is considered by many to be the gold standard in financial planning education. In conjunction with our local team and national team, I strive to be a trusted advisor in helping clients build a comprehensive financial plan. As per public record, I have no disclosures on my u4. You can find me walking my dog Murphy, out to dinner with my wife Laura, riding a bike, wrenching on a car, or watching Arizona sports.
Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective experience. We strive to provide the greatest cost-benefit relationship that we can. We believe the most important component of what we do is in-depth financial planning. From there, we develop investment strategies with independence at the core of the approach. We also believe in diversification. This can mean devising an investment strategy with many different portfolio managers and asset classes.
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, Tax Advice and Services, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
IRONWOOD WEALTH MANAGEMENT, LLC
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226 |
21 | 2190 | $539,546,611 | A Percentage of AUM, Hourly charges, Fixed Fees
|
4 | 292 | $333,280,000 | A Percentage of AUM
|
|
6 | 988 | $280,865,607 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
4 | 843 | $193,805,951 | 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.