Find Top Financial Advisors in Tucson, Arizona

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.

Finding the Top Financial Advisor in Tucson, Arizona

Last Updated - 02-Jun-2023

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.

Qualified Financial Advisors in Tucson, Arizona

Financial Advisor Experience AUM Minimum Assets Fee Structure
James Good
3060 N Swan Rd,
Tucson, AZ 85712
22 Years Not Specified $1,000,000 Fee-Only
Michelle Anthony
1640 East River Road,
Suite 208,
Tucson, AZ 85718
26 Years $450,000,000 $250,000 Fee-Based
Michael Treiberg
3573 E Sunrise Drive,
Suite 115,
Tucson, AZ 85718
22 Years Not Specified $25,000,000 Fee-Based
Allworth Financial
6450 N Swan Road, Suite 100,
Tucson, AZ 85718
Not Disclosed $10,000,000,000 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Tucson, Arizona

Qualifications CRD# 6612231
Firm CRD# 306827
Series 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 3060 N Swan Rd,
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.

About BGK Capital

BGK Capital

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,
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.

About Modern Wealth Management

Modern Wealth Management

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,
Phone Number 520-232-0505

About Treiberg Wealth Management, Inc.

Treiberg Wealth Management, Inc.

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,
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
3600 E. Hemisphere Loop, Tucson, AZ 85706-5041
131 152 $27,422,634,630
A percentage of AUM
4556 E Camp Lowell, Tucson, AZ 85712
10 2356 $854,122,214
A percentage of AUM, Fixed fees, Other (TECHNOLOGY FEE)
4703 E. Camp Lowell Drive, Suite 135, Tucson, AZ 85712
6 348 $816,759,226
A percentage of AUM, Hourly charges, Fixed fees
1228 East Prince Road, Tucson, AZ 85719
6 2721 $535,488,991
A percentage of AUM, Fixed fees
6262 North Swan Rd., Suite 210, Tucson, AZ 85718
7 436 $337,723,197
A percentage of AUM, Hourly charges
1630 E River Rd, Suite 212, Tucson, AZ 85718
9 1541 $308,496,440
A percentage of AUM, Hourly charges, Fixed fees
4511 N Campbell Ave #255, Tucson, AZ 85718-6423
5 766 $206,563,416
A percentage of AUM, Fixed fees, Commision Based
6842 E. Tanque Verde Road, Suite C, Tucson, AZ 85715
3 410 $206,267,971
A percentage of AUM, Hourly charges, Fixed fees
3573 East Sunrise Drive, Suite 115, Tucson, AZ 85718
6 212 $200,309,580
A percentage of AUM, Hourly charges, Fixed fees
3561 E. Sunrise Road, Suite 117, Tucson, AZ 85718
3 1468 $193,618,495
A percentage of AUM, Hourly charges, Fixed fees
5987 E. Grant Road, Tucson, AZ 85712
2 353 $179,231,161
A percentage of AUM, Hourly charges, Fixed fees
6700 N Oracle Road, Suite 119, Tucson, AZ 85704
3 650 $150,509,163
A percentage of AUM, Hourly charges, Fixed fees
2200 East River Road, Suite 104, Tucson, AZ 85718
3 148 $131,200,377
A percentage of AUM, Hourly charges, Fixed fees
7411 E Tanque Verde, Tucson, AZ 85715
3 616 $103,440,080
A percentage of AUM, Hourly charges, Fixed fees
7400 N Oracle Rd, Suite 150-124, Tucson, AZ 85704
12 659 $36,717,410
A percentage of AUM, Hourly charges

    List of Additional Advisors in Tucson, Arizona*

    * 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

      Frequently Asked Questions

      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?