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Find Top Financial Advisors in Scottsdale, Arizona

Scottsdale, Arizona, stays in the 70's 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 14% higher than the national average. Scottsdale is also considered to be the second most expensive city in Arizona 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 2680 financial advisors to choose from in Scottsdale 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 Scottsdale, Arizona.

Finding the Top Financial Advisor in Scottsdale, Arizona

Last Updated - February 22, 2024

Scottsdale has 6 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Scottsdale, Arizona have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Scottsdale, 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 Scottsdale, Arizona.

Qualified Financial Advisors in Scottsdale, Arizona

Financial Advisor Experience AUM Minimum Assets Fee Structure
Trent White
JD, CFP®
OMNIA WEALTH MANAGEMENT
5118 North Granite Reef Road,
Scottsdale, AZ 85250
15 Years $10,000,000,000 $250,000 Fee-Only
Bruce Hosler
EA, CFP®, CPWA®, AIF®, CEPA®
HOSLER WEALTH MANAGEMENT
7400 E Pinnacle Peak Rd Ste #100,
Scottsdale, AZ 85255
27 Years Not Specified $1,000,000 Fee-Based
Ryan Kidd
CRC®
VALIDUS FINANCIAL ASSOCIATES
8502 E. Princess Dr. #230,
Scottsdale, AZ 85255
Not Disclosed Not Specified $100,000 Not Specified
Merrill lynch
2555 East Camelback Road,
Suite 900,
Phoenix, AZ 85016
Not Disclosed Not Specified Not Specified Not Specified
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
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

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Information on Qualified Financial Advisors in Scottsdale, Arizona

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.

About Omnia Wealth Management

Omnia Wealth Management

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# 2581041
Firm CRD# 8032
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 7400 E Pinnacle Peak Rd Ste #100,
Scottsdale,
AZ
85255
Phone Number 480-994-7342

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers), using wise financial strategies to help lower their taxes, and protect and preserve their wealth. Using a consultative wealth management process, Bruce combines his tax preparation knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER professional to provide synergistic advanced financial planning strategies for his clients in both Prescott and Scottsdale. Bruce is proud to have been recognized as a Chairman's Level advisor for 2023, a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network®. Each year, Commonwealth, the broker/dealer RIA that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients. His impressive career is bolstered by a solid educational background, with a BS from the University of Phoenix, and a rich media history. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and hosts the Protecting and Preserving Wealth Podcast, where he shares valuable knowledge on tax and financial strategies. In addition, for 6 consecutive years, Bruce has been recognized by Forbes as among the Best-In-State Wealth Advisors in Arizona.* As a tax accountant and certified financial planner serving Arizona for over 27 years, Bruce has a wealth of experience and wisdom that you need to make insightful decisions about your wealth management strategy. Bruce is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife, Laura split time between Prescott and Scottsdale so they can support clients in both office locations. Bruce is a dedicated father of five grown children. He loves to spend time with them and with his grandchildren. To get to know Bruce and learn a bit more, listen to his new podcast by visiting his website or search "Protecting & Preserving Wealth" on your favorite audio streaming service! Listen Here

*2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.

About Hosler Wealth Management

Hosler Wealth Management

At Hosler Wealth Management (HWM), we know you work hard for your money. That's why we take our responsibility as your financial advisor so seriously. We're here to help you get better results than you would on your own. Our secret weapons - Tax planning for life, combined with financial planning, IRA & Retirement Planning, and Investment Management with Estate Planning - together provide a holistic solution towards pursuing your financial and life goals. When working with HWM, you'll experience our proprietary approach to helping you plan for your future. You can expect prudent financial planning; advanced tax strategies; and an integrated customized financial plan that addresses the most important aspects of your life. Bruce Hosler is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Bruce Hosler is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Bruce Hosler is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Bruce Hosler is required to act in a fiduciary capacity. We have a number of ways to serve and accommodate you for your convenience; via phone call, email or (Zoom) video conferencing with screen share technology.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4953236
Firm CRD# 6413


Office Location 8502 E. Princess Dr. #230,
Scottsdale,
AZ
85255
Phone Number 623-825-1020

Ryan Kidd, Senior Partner with Validus Financial Associates, first launched his career as an Evaluator at a Nuclear Power Plant. This afforded him the chance to develop his aptitude for communication and leadership. He later channeled this unique skillset into his passion for finance as he embarked on a career in retirement planning for Utility/Nuclear Power Plant employees. Ryan's client base grew as he helped build a better financial future and transition his clients into retirement. Ryan is a Certified Retirement Counselor® who is committed to helping individuals and business owners with Financial/Retirement Planning, Estate Planning Strategies and Business Succession Planning. Ryan Kidd received his bachelor's degree in Business Administration, a master's degree in Counseling and a Certificate in Retirement Planning from Wharton. In addition to education, he holds Series 7, 66 and 24 registrations and Life and Health licenses. His dedication and success in the financial service industry has led to many awards. His dedication to his clients has led him to author his first book "The Art of Retiring Whole", a non-financial guide to retiring with purpose, productivity and endless possibilities.

About Validus Financial Associates

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.


Qualifications Firm CRD# 7691


Office Location 2555 East Camelback Road,
Suite 900,
Phoenix,
AZ
85016
Phone Number 310-213-3991

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

About Merrill lynch

Merrill lynch

Merrill Lynch Wealth Management Understanding your life priorities is an important part of how I work with the clients I serve. It's not just about markets and returns, it's about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.


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

About Berthel Fisher Financial Services, Inc. and BFC Planning Inc

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# 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.

About Validus Financial Associates

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


Customer Reviews

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.

Top Financial Advisor Firms in Scottsdale, Arizona (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
VOYA INVESTMENTS, LLC
7337 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258-2034
135 65 $53,243,468,890
A Percentage of AUM, Performance Based
GI PARTNERS
6720 N Scottsdale Road, Suite 350, Scottsdale, AZ 85253
150 21 $31,053,928,632
A Percentage of AUM, Performance Based
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258
567 50361 $6,085,656,351
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
BALBEC CAPITAL MANAGEMENT LP
7114 E Stetson Drive, Suite 250, Scottsdale, AZ 85251
96 19 $5,606,257,800
A Percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES)
REDWOOD INVESTMENT MANAGEMENT, LLC.
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251
31 1444 $2,385,975,981
A Percentage of AUM, Performance Based
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251
26 3792 $2,165,479,313
A Percentage of AUM, Hourly charges, Fixed Fees
ASHTON THOMAS PRIVATE WEALTH
15279 N Scottsdale Road, Suite B2-215, Scottsdale, AZ 85254
48 4533 $2,003,187,684
A Percentage of AUM, Hourly charges
TREK FINANCIAL
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255
57 9873 $1,876,635,074
A Percentage of AUM, Hourly charges, Fixed Fees
TOTAL INVESTMENT MANAGEMENT, INC.
9383 East Bahia Drive, Suite 120, Scottsdale, AZ 85260
10 2542 $1,236,051,813
A Percentage of AUM, Subscription Fees, Fixed Fees
IRONWOOD INVESTMENT COUNSEL, LLC
14646 N. Kierland Blvd, Suite 135, Scottsdale, AZ 85254-2762
17 2206 $1,179,401,550
A Percentage of AUM, Hourly charges
GLOBAL STRATEGIC INVESTMENT SOLUTIONS
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258
5 341 $1,157,404,610
A Percentage of AUM
GALVIN, GAUSTAD & STEIN, LLC
7377 E. Doubletree Ranch Road, Suite 250, Scottsdale, AZ 85258
13 1982 $1,105,393,663
A Percentage of AUM, Hourly charges, Fixed Fees
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
8985 E. Bell Road, Scottsdale, AZ 85260
90 6426 $1,081,197,518
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PORTION OF THIRD PARTY MANAGER FEES)
TRAJAN WEALTH, L.L.C.
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258
86 12343 $1,053,148,208
A Percentage of AUM, Performance Based, Other (1031 ADVISORY FEES)
VERUS CAPITAL PARTNERS, LLC
14301 N 87th Street, Suite 307, Scottsdale, AZ 85260
47 4226 $948,186,511
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    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.