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Find Best Financial Advisors in Arizona

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A densely populated state like Arizona has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Arizona and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Arizona
Last Updated - 21-Sep-2022

Arizona has 17 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 934 non-vetted advisors in your local area. These financial advisors in Arizona have an average of 18 years of experience.

NOTE: The list of financial advisors in Arizona mentioned below do 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 Arizona.

List of Qualified Financial Advisors in Arizona
Financial Advisor Experience AUM Minimum Assets Fee Structure
Aaron C. Montez
CFP®
VALIDUS FINANCIAL ASSOCIATES
8877 West Union Hills Drive Suite 540,
Peoria, AZ 85382
22 350,000,000 $100,000 Fee-Based
Bruce Hosler
EA, CFP®, AIF®, CEPA®, CDFA®
HOSLER WEALTH MANAGEMENT
7400 E Pinnacle Peak Rd,
Suite #100,
Scottsdale, AZ 85255
24 Not Specified $1,000,000 Fee-Based
Dave Stanfield
CFP®, EA
EVERGREEN WEALTH MANAGEMENT
7047 E Greenway Pkwy,
Suite 250,
Scottsdale, AZ 85254
25 Approx. $35,000,000 $100,000 Fee-Based
Jeffrey Wilcock
RFC®
SEROS FINANCIAL
2141 E. Broadway Rd.,
Suite 220,
Tempe, AZ 85282
27 $50,000,000 $250,000 Fee-Based
Michael Massara
FULL PICTURE FINANCIAL
3785 East Lexington Ave,
Gilbert, AZ 85234
8 Not Specified Not Specified Fee-Based
Michelle Anthony
AIF®
MODERN WEALTH MANAGEMENT
1640 East River Road,
Suite 208,
Tucson, AZ 85718
18 $450,000,000 Not Specified Fee-Based
Diron Tappin
TCP ASSET MANAGEMENT
11130 N. Tatum Blvd,
Suite I-101,
Phoenix, AZ 85028
20 $500,000,000 Not Specified Not Specified
Ekenna Anya-Gafu
CFP®, AAMS®
BAY STREET CAPITAL HOLDINGS
4111 N Drinkwater Blvd,
Scottsdale, AZ 85251
5 60 Not Specified Fee-Only
James Good
BGK CAPITAL
3060 N Swan Rd,
Tucson, AZ 85712
22 Not Specified $1,000,000 Fee-Only
Thanasi Panagiotakopoulos
LIFE MANAGED
5134 N. Central Ave.,
Suite 101,
Phoenix, AZ 85012
12 $85,000,000 $250K+ Fee-Based
Blake Davelaar
CFP®
ALLWORTH FINANCIAL
6450 N Swan Road, Suite 100,
Tucson, AZ 85718
Not Disclosed Not Specified Not Specified Fee-Based
Chad Anderson
ANDERSON WEALTH LLC
2500 S Power Rd Suite 223 BLDG 9,
Mesa, AZ 85209
23 N/A Not Specified Not Specified
Jacob Vanderslik
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
4742 N. 24th Street,
Suite 400,
Phoenix, AZ 85016
9 Not Specified Not Specified Fee-Based
James Golichowski
CFP®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
3100 West Ray Road, Suite 334,
Suite 801,
Chandler, AZ 85226
16 Not Specified Not Specified Fee-Based
Eric Mattingly
MBA, CFP®
TREIBERG WEALTH MANAGEMENT
3573 E Sunrise Dr,
Suite 115,
Tucson, AZ 85718
12 Not Specified $100,000 Fee-Only
Michael Treiberg
CFP®, ChFC®
TREIBERG WEALTH MANAGEMENT, INC.
3573 E Sunrise Drive,
Suite 115,
Tucson, AZ 85718
22 Not Specified $250,000.00 Fee-Based
Jason Smith
CFP®
BERTHEL FISHER FINANCIAL SERVICES, INC. AND BFC PLANNING INC
64 E Broadway Rd.,
Ste. 200,
Tempe, AZ 85282
25 Upon Request $20000 Fee-Based

Information on Qualified Financial Advisors in Arizona

Qualifications CRD# 4108246
Firm CRD# 3978
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 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# 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,
Suite #100,
Scottsdale,
AZ
85255
Phone Number 480-994-7342

Bruce Hosler is the founder and principal at Hosler Wealth Management, LLC (HWM). With offices in Scottsdale and Prescott Arizona, he has been in practice since 1997. Bruce uses a consultative wealth management process with his clients. He combines both his tax knowledge as an Enrolled Agent (EA), and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional, including his Ed Slott Master Elite IRA recognition to provide synergistic advanced planning strategies for his clients.

As an Accredited Investment Fiduciary (AIF®), Bruce has a thorough knowledge of fiduciary best practices and applies this to his primary focus of serving retirees, soon to retire and those who have lost their spouses (widows and widowers) to protect and preserve their wealth.

About Hosler Wealth Management

COVID-19, Our Response *During these difficult and uncertain times, we can accommodate meeting with you in a variety of ways; via phone call, email, or with (Zoom) video conferencing and screen-sharing technology. Your safety and comfort will always remain very important to us. 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.

More information is available in Commonwealth’s Form CRS.

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# 3075652
Firm CRD# 3075652
Series 6, 63, 66

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


Office Location 7047 E Greenway Pkwy,
Suite 250,
Scottsdale,
AZ
85254
Phone Number 206-235-6025

Dave grew up in the Seattle area. He attended the University of Washington and received a degree in Finance from the Foster School of Business. He began his career in the Financial Services industry in 1997 and has over 19 years experience working both with individuals and institutions. His first job after college was working for MetLife Insurance Company on Mercer Island, WA. He tailored life insurance strategies to meet client needs. Following MetLife, Dave went to work for McDonald Investments in Bellevue, WA. The team worked on an institutional trading floor speaking to CFO's, CEO's and Municipalities discussing Fixed Income options for their short-term operating cash. Dave wanted to return to working with individual clients and took a job with Fidelity Investments as an Account Executive in 2003. He worked at Fidelity for over 11 years and oversaw a book of approximately $290 million in assets. Over that 11 year period, Dave conducted thousands of client meetings building retirement and investment plans for clients in both the accumulation and distribution phase of life. Dave is a CERTIFIED FINANCIAL PLANNER professional and Enrolled Agent (EA). An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels - examination, collection, and appeals - of the Internal Revenue Service. In addition to taxpayer representation, enrolled agents often provide tax consultation services and prepare a wide range of federal and state tax returns. Dave, his wife and their two children live in Scottsdale, Arizona the majority of the year and spend summers in Seattle where they are originally from. Dave is a Licensed Private Pilot, enjoys fishing, golf and traveling. Dave is also an active real estate investor. He received a Certificate in Commercial Real Estate from the University of Washington and is a member of a National Real Estate Investing association.

About Evergreen Wealth Management

Evergreen Wealth Management was created to offer clients customized Wealth Management services. Our goal is to spend necessary time to fully understand each client's individual needs and goals not only financially but personally. We work with clients to educate and coach them through the financial planning and investment management process. We have the flexibility to use a wide range of products. This can include active management investment solutions or time tested low expense investment vehicles. If you have questions please schedule a call, we would love to hear from you!

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


Qualifications CRD# 2034946
Firm CRD# 166808
Series 6, 7, 22, 24, 26, 63, 65, 66

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


Office Location 2141 E. Broadway Rd.,
Suite 220,
Tempe,
AZ
85282
Phone Number 480-967-1155

Jeff began his financial career in 1990 and is currently a Registered Financial Consultant (RFC) and has his series 7, 63, 65 and 24 licenses. Jeff has been a popular seminar speaker and even hosted a series of radio broadcasts on financial matters. Jeff faces each day with a positive optimism that is wildly contagious. Jeffs clients love their meetings with him and have great deal of respect for what he does. In 2000 Jeff met Bill Kelso CPA, CFP, the two decided to merge and create Alliance Financial Group. That company then combined with Campbell Schoneberger 11 years later, to become Seros Financial. On weekends, Jeff loves spending time with his family. His wife, Kerri, is an amazing decorator (not exaggerating, when you see our office youll believe me!) and together they have 4 children. With his love for life, Jeff enjoys nothing more than to be outside jogging, hiking a trail or riding a mountain bike. Jeff has been a leader with the Boy Scouts of America for over 20 years.

About Seros Financial

Most people only get one shot at retirement. That's why we help you take the guess work out of the process. Seros360? is a seven part mentoring approach to retirement. 1. Goals We build a bridge from your idea of retirement to the real thing. What really matters most to you in retirement and understand the steps needed to reach your goals. 2. Risks Living longer. Rising healthcare costs. Inflation. These are risks everyone faces during retirement. Working together, we can help you identify your risks and plan accordingly. 3. Investments You need an investment strategy that takes into account your retirement goals, how you view risk, and your timeline for retirement. We take a dynamic money management approach in activley monitoring and adjusting your portfolio. 4. Income Income is the engine of your retirement. We help you develop a plan so you take the right amount of income in the most tax efficient way possible. 5. Taxes We help you develop a strategy that balances your tax burden now and throughout retirement. 6. Test Run Why guess about your retirement? Take a Retirement Test Run. This simulated retirement approach lets you actually experience what it will be like to live on the income you'll have during retirement. 7. Retirement With lessons from your Retirement Test Run and adjustments to your plan, you are ready to retire with confidence.


Qualifications CRD# 6294964
Firm CRD# 151367
Series 7, 63, 66

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


Office Location 3785 East Lexington Ave,
Gilbert,
AZ
85234
Phone Number 480-847-0373

After a lifelong interest in the financial markets, I officially entered the financial services industry in 2014. My foundational experience in trading and customer service at Merrill Lynch led to an advanced position at Vanguard. While at Vanguard, I served on one their High Net Worth teams, routinely working with clients investing in excess of $1mil. At one point, I managed 640 households at around $1.7b. However, three years into my tenure, a family illness forced me to look for a more flexible workplace closer to home. I eventually took a position with Morgan Stanley as a financial advisor. After discovering Full Picture Financial had combined the methodology of my previous positions with the freedom to break from the generic investment mold, it became clear that I could best serve those under my care as an independent representative. The abundance of opportunities to expand my knowledge and acumen, along with providing quality, holistic advice is what drives me. I also relish the chance to meet people of diverse backgrounds who share their unique perspectives and experiences. Growing up, my father was a Finance Director for one of the larger cities in Arizona. The passion with which my father pursued his duties gave me a healthy respect for municipal employees and the financial services industry. I value the opportunity to affect the lives of those who serve and work in a positive manner. Prior to entering financial services, I obtained a Bachelor of Science degree in Management from Arizona State University's W.P. Carey School of Business. I also furthered my education by adding a Small Business Certificate in 2013. In addition, I obtained a Arizona Life and Annuity license and became a Arizona Public Notary in June 2021. When I'm not optimizing portfolio efficiency or expanding my knowledge base, I spend time taking care of my mother and playing with my highly energetic dog adopted during the pandemic. I am also a movie aficionado, into indoor rock climbing, and play sand volleyball regularly. However, I find the most fulfillment lending a hand to several charitable organizations in the Valley, one of which makes frequent use of a retreat property in Northern Arizona.

About Full Picture Financial

Full Picture Financial (FPF) Advisors have greater than 30 years of combined financial experience meeting clients' goals. We provide a comprehensive, customized and collaborative experience. We offer our ideas, guidance and tips to improve your financial standing with no obligation in return. We also have a specialty in planning and asset management for Arizona Municipal Pension personnel (Arizona State Retirement System and Arizona Public Safety Personnel Retirement System). Please know that we believe quantity doesn't means quality... No advisor with us will ever take on the responsibility of more than 80 households. Any more than that compromises our time to answer questions, manage portfolios, and research the issues affecting your financial success. We value our relationships with those we serve and believe in giving each person the detailed attention to their financial situation and portfolios deserve.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


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 Co-Founder 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

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# 4415868
Firm CRD# 2866037

Compensation/Fee Hourly, Flat Fee, Based on Assets


Office Location 11130 N. Tatum Blvd,
Suite I-101,
Phoenix,
AZ
85028
Phone Number 480-824-8444

Diron Tappin is a Wealth Manager at TCP Asset Management. Diron joined TCP to fulfill his vision of providing comprehensive, independent, transparent financial advice to family, friends, other financial professionals, and business owners. Diron has been in the financial services industry for over 20 years and has held a variety of positions in on Wall Street that give him a keen eye for combining clients needs with modern asset management concepts. He utilizes the process that has been developed at TCP to provide clients with a dynamic and adaptable plan to work towards the goals of financial independence, retirement, risk management, estate planning and hopefully peace of mind. Diron has a bachelor's degree from The University of Northern Colorado. He was born in New York, raised in Hawaii, he has lived in Scottsdale, Arizona since 2004 with his wife, Stacey, and son Cole. When he is not at work you will find Diron coaching football locally with the Scottsdale Outlaws youth program or at Desert Mountain High School, Go Wolves!

About TCP Asset Management

We are a group of financial professionals committed to partnering with you throughout your financial life. As a full-service independent firm, we provide honest, fiduciary financial advice to a dynamic group of successful individuals and their families.

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, Insurance Products & Annuities


Qualifications CRD# 6468733
Firm CRD# 299361
Series 7, 63, 66

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


Office Location 4111 N Drinkwater Blvd,
Scottsdale,
AZ
85251
Phone Number 650-781-8880

Ekenna is Bay Street's Director of Planning. He provides institutions with customized support for retirement plans, from development through review and optimization. Ekenna also leads Bay Street's comprehensive financial planning strategy aimed at turning clients' financial dreams into reality. Before Bay Street Capital Holdings, Ekenna spent seven years in the brokerage world with Charles Schwab and TD Ameritrade. Ekenna is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS). He is a graduate of Black Hills State University where he completed 4 years of collegiate football with a double major in Finance & Economics and Behavioral Science.

About Bay Street Capital Holdings

At Bay Street Capital Holdings, we believe our success is the result of our team of diverse, talented experts who are dedicated to our mission of empowering communities of all color on their investment journey. Whether its managing your wealth, introducing you to real estate opportunities, organizing your taxes effectively, or planning your estate or trusts, our job is to create a seamless experience so you can focus on what matters most.

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


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.

About 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# 5774816
Firm CRD# 151367
Series 7

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


Office Location 5134 N. Central Ave.,
Suite 101,
Phoenix,
AZ
85012
Phone Number 602-931-5043

After being employed first hand at large Wall Street Institutions, we know what pay to play investments and product driven investment advice looks like. At LifeManaged, we offer a new era of advice through values based financial planning. Our deep planning-based methodology and Fiduciary management provide a more transparent view of Life's picture, while enabling you to keep more of your hard-earned dollars to achieve financial independence for your family and the future generations to come. Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors. Click HERE to schedule a meeting or a phone call.

About Life Managed

We create pathways to live life on your terms. We believe financial plans should not be ruled by numbers and investments, but freed by them. If you wonder if you are saving appropriately and in the right accounts or if you should invest or payoff debt as you get near retirement, we are prepared to show you how these impact your lifestyle. Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors. Click HERE to schedule a meeting or a phone call.


Qualifications CRD# 6658072
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 6450 N Swan Road, Suite 100,
Tucson,
AZ
85718
Phone Number 888-242-6766

Blake Davelaar, CFP®, is an Allworth advisor serving the Tucson, Arizona, area and the greater Southwest Region of the United States. A native of Seattle, Blake is a proud graduate of the University of Arizona. A CERTIFIED FINANCIAL PLANNER™, when he’s not working with clients to help them achieve their investment and retirement goals, Blake enjoys spending time with friends biking Mt. Lemmon or playing golf. Passionate about his volunteer work, he serves on the Boys and Girls Clubs of Tucson Associates Board.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 3168404
Firm CRD# 10299


Office Location 2500 S Power Rd Suite 223 BLDG 9,
Mesa,
AZ
85209
Phone Number 480-206-2430

My family and I are originally from North Dakota. Myself I grew up in the small town of Lamoure, ND. We've lived in Arizona for the past 18 years. I've been married to my wife Kelly for over 28 years and we have 3 grown sons. I started in the financial services industry in the late 90's and I have been helping clients plan and prepare for retirement for over 23 years. Today at Anderson Wealth we focus on our clients and what matters most to them. What makes us unique is we listen to our clients and provide solutions that work best for them, not for us. At Anderson Wealth our clients are friends not numbers. We specialize in retirement planning and tax -free wealth accumulation strategies with an emphasis on downside protection. As a financial advisor I've built a career and reputation of building long term relationships with my clients as their trusted financial expert.

About Anderson Wealth LLC

Anderson Wealth LLC is an independent financial services company. Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Today's busy lifestyles and ever-changing financial marketplace it's more important than ever to work with a trusted and experienced financial professional. Chad Anderson and Anderson Wealth can provide the knowledge, experience, and the solutions to reach your financial goals. With over 23 years of financial planning experience, we understand the challenges our clients face and how to overcome them

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6303633
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 4742 N. 24th Street,
Suite 400,
Phoenix,
AZ
85016
Phone Number 602-553-2024

I was born in the Midwest, which instilled in me my core values: honesty, hard work and helping others. I have a passion to help ensure everyone I meet gets the right financial plan for their retirement goals. Working as a fiduciary, I enjoy knowing my recommendations are in the best interests of my clients.

About Edelman Financial Engines, LLC

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4777918
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 3100 West Ray Road, Suite 334,
Suite 801,
Chandler,
AZ
85226
Phone Number 480-946-3626

For nearly 20 years, I've been a financial planner working with my clients to help analyze how best to plan for all of their major financial goals, most importantly a secure retirement. I had a previous career as an electrical engineer so numbers and analysis are in my DNA. Before that, I had the privilege of serving in the U.S. Navy and the good fortune to travel the world.

About Edelman Financial Engines, LLC

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5343116
Firm CRD# 5343116
Series 7, 66

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


Office Location 3573 E Sunrise Dr,
Suite 115,
Tucson,
AZ
85718
Phone Number 520-232-0505

About Treiberg Wealth Management

I am in the business of helping my clients work towards their financial goals. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers in your overall financial success. My approach may help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provide a plan to transfer your wealth to your children and grandchildren. 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. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Arizona, Indiana, Minnesota,Colorado, Texas, Florida.


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

About 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 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


Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Davis Selected Advisers Lp
3600 E. Hemisphere Loop,
Tucson, AZ 85706-5041
$27,422,634,630 152 A percentage of AUM
Vision2020 Wealth Management Corp.
20 E. Thomas Road , Suite 2000,
Phoenix, AZ 85012
$21,118,915,717 128490 A percentage of AUM
Redwood Investment Management, Llc.
4110 N. Scottsdale Rd., Ste. 125,
Scottsdale, AZ 85251
$2,441,903,849 1217 A percentage of AUM
Hourly charges
Performance Based
Autus Asset Management, Llc
16435 North Scottsdale Road , Suite 105,
Scottsdale, AZ 85254
$1,438,890,003 2407 A percentage of AUM
Hourly charges
Fixed fees
Financial Directions Llc
1228 East Prince Road,
Tucson, AZ 85719
$535,488,991 2721 A percentage of AUM
Fixed fees
Arq Wealth Advisors, Llc
14500 N. Northsight Blvd , Suite 200,
Scottsdale, AZ 85260
$412,046,629 1086 A percentage of AUM
Fixed fees
Ascendant Financial Solutions, Inc.
809 W. Riordan , Suite 104,
Flagstaff, AZ 86001
$318,586,684 681 A percentage of AUM
Fixed fees
Biltmore Wealth Management, Llc
1400 E. Southern Avenue , Suite 650,
Tempe, AZ 85282
$304,513,674 551 A percentage of AUM
Hourly charges
Tandem Wealth Advisors
1850 N. Central Avenue, Suite 330,
Phoenix, AZ 85004
$221,976,075 697 A percentage of AUM
Key Group Management, Inc.
8765 East Bell Road , Suite 207,
Scottsdale, AZ 85260
$183,098,999 425 A percentage of AUM
Hourly charges
Fixed fees
Interwealth Management, Llc
8585 E Hartford Dr , Suite 108,
Scottsdale, AZ 85255
$171,000,000 485 A percentage of AUM
Perini Capital
20645 North Pima Road , Suite N-230,
Scottsdale, AZ 85255
$158,905,836 73 A percentage of AUM
Performance Based
Bledsoe Asset Management, Llc
1500 E. Bethany Home Rd. , Suite 100,
Phoenix, AZ 85014
$135,271,892 600 A percentage of AUM
Secure Investment Management, Llc
3067 W. Ina Rd. , Suite 105,
Tucson, AZ 85741
$36,717,410 659 A percentage of AUM
Cue Financial Group, Inc.
3200 N. Central Ave , Suite #200,
Phoenix, AZ 85012
$0 0 Other (NO ACTIVE CLIENTS AT THIS TIME.)

    List of Additional Advisors in Arizona*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adam Hamilton Paoli
    Inquire with Adam
    7175 N Pima Canyon Dr, Tucson, AZ  85718 520-519-2307
    Aishwarya Adyanthaya
    Inquire with Aishwarya
    2398 E Camelback Rd, Suite 800, Phoenix, AZ  85016 602-954-5728
    Anthony Esguerra
    Inquire with Anthony
    16155 N 83rd Ave, Suite 100, Peoria, AZ  85382 623-875-2422
    Bridge Financial Strategies
    Inquire with Bridge
    11111 N. Scottsdale Road, Suite 205, Scottsdale, AZ  85254 480-378-2383
    Brian F Scanlon
    Inquire with Brian
    14850 N Scottsdale Rd, Suite 600, Scottsdale, AZ  85254 480-922-7805
    Bennie Schmidt
    Inquire with Bennie
    4250 N Drinkwater Blvd, Fl 3, Scottsdale, AZ  85251 602-840-1888
    Aaron M Thomas
    Inquire with Aaron
    2415 E Camelback Rd, Ste 700, Phoenix, AZ  85016 602-553-1076
    Ana Alburquerque
    Inquire with Ana
    14850 N Scottsdale Rd, Suite 600, Scottsdale, AZ  85254 480-922-7911
    Alexander T Schneebacher
    Inquire with Alexander
    6909 E Greenway Pkwy, Ste 245, Scottsdale, AZ  85254 602-794-1105
    Brent Flading
    Inquire with Brent
    1715 E Skyline Dr, Ste 151, Tucson, AZ  85718 520-877-5622
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      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?