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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
If you call Tucson, Arizona, home, you know you're living in one of the top 10 sunniest cities in the US. The cost of living in Tucson is 8% lower than the national average. An experienced financial advisor in Tucson can help you take advantage of the added savings, from the lower cost of living, and other financial advantages specific to Arizona to make the right financial plans and investments for you and your family. With over 600 advisors in Tucson to choose from, making a decision as to which advisor is the best fit for you may be daunting, which is why we are here to help.
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 Tucson, Arizona.
Tucson
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
138
non-vetted advisors in your local area. These financial advisors in
Tucson
,
Arizona
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Tucson
,
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
Tucson, Arizona.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 22 Years | Not Specified | $1,000,000 | Fee-Only | |
| 26 Years | $450,000,000 | $250,000 | Fee-Based | |
|
Michael Treiberg
CFP®, ChFC® TREIBERG WEALTH MANAGEMENT, INC. 3573 E Sunrise Drive, Suite 115, Tucson, AZ 85718 |
22 Years | Not Specified | $25,000,000 | Fee-Based |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 6612231
Firm CRD# 306827
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
3060 N Swan Rd,
Tucson,
AZ
85712
Phone Number
520-600-3064
Mr. Good is the Managing Partner and Chief Investment Officer at BGK Capital. Prior to founding the firm, he served in senior investment positions at several of the largest asset managers in the world. Before relocating to Tucson, Mr. Good was a Portfolio Manager at Cascade Investment/BMGI (the investment office of Bill Gates and his foundation). In that role, he invested in Special Situation Debt, Private Equity, Global Bonds, and Real Estate. Prior to joining Cascade Investment/BMGI, he was a Vice President at Wellington Management (a Boston based firm with over $1 trillion under management). At Wellington, Mr. Good invested in Small and Mid Cap Stocks, Leveraged Loans, and High Yield Bonds. He began his investment career as an Analyst at Ford Motor Company. Mr. Good has served in leadership positions at various for-profit and non-profit organizations, including on the board of directors of The Four Seasons Hotels and Resorts. He graduated cum laude from Brigham Young University and received an MBA from Harvard Business School.
BGK Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.
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
Qualifications
CRD# 4512228
Firm CRD# 30833
Series 7, 31, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
1640 East River Road,
Suite 208,
Tucson,
AZ
85718
Phone Number
520-298-1900
Michelle is the Owner and President of Modern Wealth Management. She is an Accredited Investment Fiduciary (AIF®) and financial advisor with over 19 years of experience in the industry, including experience with top Fortune 500 firms. Michelle specializes in comprehensive holistic financial planning. She takes the time to listen and understand her clients needs. She also adds an educational feature to help ensure all of her clients make informed decisions. Michelle also has a passion for financial literacy. She has spent the past seven years developing and teaching adult educational classes. These classes are designed to empower people to take control of their financial future. Michelle was born and raised in Tucson and is part of a Tucson lineage tracing back to 1880. She was the 2nd generation to attend Salpointe Catholic High School. She attended University of Arizona, Eller College of Management where she earned her Master of Science in Finance and Bachelor of Science in Finance. While finance is her passion, Michelle thrives in her philanthropic interests across Tucson. She was a 2014 National Philanthropy Honoree and in 2015, a 40 Under 40 Honoree. She is an active member of nonprofit organizations including cooking meals at Ronald McDonald House, the Junior League of Tucson, and the Diaper Bank of Southern Arizona. She is a past Board President of the Diaper Bank of Southern Arizona, on the Board of Directors for Casa de los Ninos, and the Banner Advisory Board.
At our firm, we have the client and only the client in mind. Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation. From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.
Advisory Services Provided:
Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2932321
Firm CRD# 6413
Series 6, 7, 24, 31, 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
3573 E Sunrise Drive,
Suite 115,
Tucson,
AZ
85718
Phone Number
520-232-0505
We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
6450 N Swan Road, Suite 100,
Tucson,
AZ
85718
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 131 | 152 | $27,422,634,630 | A percentage of AUM
|
|
| 10 | 2356 | $854,122,214 | A percentage of AUM, Fixed fees, Other (TECHNOLOGY FEE)
|
|
| 6 | 348 | $816,759,226 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 2721 | $535,488,991 | A percentage of AUM, Fixed fees
|
|
| 7 | 436 | $337,723,197 | A percentage of AUM, Hourly charges
|
|
| 9 | 1541 | $308,496,440 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 766 | $206,563,416 | A percentage of AUM, Fixed fees, Commision Based
|
|
| 3 | 410 | $206,267,971 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 212 | $200,309,580 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 1468 | $193,618,495 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 353 | $179,231,161 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 650 | $150,509,163 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 148 | $131,200,377 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 616 | $103,440,080 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 12 | 659 | $36,717,410 | A percentage of AUM, Hourly charges
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 7175 N Pima Canyon Dr, Tucson, AZ 85718 | 520-519-2307 | |
| 1715 E Skyline Dr, Ste 151, Tucson, AZ 85718 | 520-877-5622 | |
| 5151 E Broadway Blvd, Ste 730, Tucson, AZ 85711 | 520-748-2384 | |
| 6400 E. El Dorado Circle, Ste. C-200, Tucson, AZ 85715 | 520-886-8686 | |
| 4400 E Broadway Blvd, Ste 712, Tucson, AZ 85711 | 520-325-3001 | |
| 7175 N Pima Canyon Dr, Tucson, AZ 85718 | 520-745-7014 | |
| 5055 E Broadway Blvd, Ste D201, Tucson, AZ 85711 | 520-514-6000 | |
| 1715 E Skyline Dr, Ste 151, Tucson, AZ 85718 | 520-877-5600 | |
| 1715 E Skyline Dr, Ste 151, Tucson, AZ 85718 | 520-877-5600 | |
| 3610 N Prince Village Pl, Ste 130, Tucson, AZ 85719 | 520-795-1648 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
