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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
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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
142
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 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.
