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Find Top Financial Advisors in Chandler, Arizona

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Chandler, Arizona, a suburb of Phoenix, stays sunny 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 7% higher than the national average. Chandler is considered to be a less expensive city compared to the surrounding suburbs of Phoenix, 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 3000 financial advisors to choose from in the Chandler area 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 Chandler, Arizona.

Finding the Top Financial Advisor in Chandler, Arizona
Last Updated - 09-Aug-2022

Chandler has 9 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 32 non-vetted advisors in your local area. These financial advisors in Chandler, Arizona have an average of 18 years of experience.

NOTE: The list of financial advisors in Chandler, 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 Chandler, Arizona.

Qualified Financial Advisors in Chandler, Arizona
Financial Advisor Experience AUM Minimum Assets Fee Structure
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
Jeffrey Wilcock
RFC®
SEROS FINANCIAL
2141 E. Broadway Rd.,
Suite 220,
Tempe, AZ 85282
27 $50,000,000 $250,000 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
Michael Massara
FULL PICTURE FINANCIAL
3785 East Lexington Ave,
Gilbert, AZ 85234
8 $1,650,000 Not Specified Fee-Based
Chad Anderson
ANERSON WEALTH LLC
2500 S Power Rd Suite 223 BLDG 9,
Mesa, AZ 85209
23 N/A Not Specified Not Specified
Thanasi Panagiotakopoulos
LIFE MANAGED
5134 N. Central Ave.,
Suite 101,
Phoenix, AZ 85012
12 $85,000,000 $250K+ Fee-Based
Jacob Vanderslik
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
4742 N. 24th Street,
Suite 400,
Phoenix, AZ 85016
9 Not Specified 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
Evergreen Wealth Management, LLC
CFP®, EA
EVERGREEN WEALTH MANAGEMENT
7047 E Greenway Pkwy,
Suite 250,
Scottsdale, AZ 85254
25 Approx. $35,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Chandler

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

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


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# 2518521
Series 7, 63, 65

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


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

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


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. 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. 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. 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 into indoor rock climbing, sand volleyball and a movie aficionado. However, I find the most fulfillment lending a hand to several charitable organizations, one of which makes frequent use of a property in Northern Arizona I help oversee.

About Full Picture Financial

We are not under the illusion that quality is at all related to quantity... No advisor with FPF will ever have primary responsibility for on-going service of more than eighty households. More than that compromises our time to answer questions, manage portfolios, and research the issues affecting your financial success and disseminate the information through the most effective channels. FPF Advisors have greater than 3 decades of combined, full-time experience helping in meeting clients' financial objectives. Providing a comprehensive, customized and collaborative experience from the time we first engage, there will be a free exchange of ideas, proactive education to answer most questions before they arise, and constant review and presentation of tips to improve your financial standing. We also have a specialty in planning and asset management for Arizona Municipal Pension personnel (Arizona State Retirement and Public Safety).

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


Qualifications Firm CRD# 3168404


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 Anerson 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. Todays busy lifestyles and ever-changing financial marketplace its 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# 5774816
Firm CRD# 151367
Series 7

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


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# 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# 4415868
Firm CRD# 2866037


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

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


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 clients 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


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

Firm Name AUM No. of Clients Fee Structure
Keystone Wealth Partners Llc
2701 W Queen Creek Rd , Ste #3,
Chandler, AZ 85248
$644,276,054 3407 A percentage of AUM
Hourly charges
Fixed fees
Ironwood Wealth Management, Llc
San Tan Corporate Center , 3100 W. Ray Rd. Suite 301,
Chandler, AZ 85226
$541,180,852 2084 A percentage of AUM
Fixed fees
Templeton Financial Services Inc.
1490 S Price Road, Ste 218,
Chandler, AZ 85286
$448,000,000 401 A percentage of AUM
Strategic Income Group Llc
2330 W. Ray Road , Suite 3,
Chandler, AZ 85224
$280,548,570 923 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Stonecrest Wealth Management, Inc
118 S Kyrene Road , Suite 4,
Chandler, AZ 85226
$260,519,442 1009 A percentage of AUM
Fixed fees

    List of Additional Advisors in Chandler, Arizona*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Mason Haugland
    Inquire with Mason
    5690 W Chandler Blvd, Ste 4, Chandler, AZ  85226 480-397-9800
    Erik Blanton
    Inquire with Erik
    5690 W Chandler Blvd, Ste 4, Chandler, AZ  85226 480-568-8896
    Charles Allen
    Inquire with Charles
    6181 W Park Ave, Chandler, AZ  85226 480-753-1179
    Craig Scrimpshire
    Inquire with Craig
    5690 W Chandler Blvd, Ste 4, Chandler, AZ  85226 480-264-5104
    Synergistic Wealth Management
    Inquire with Synergistic
    3133 West Frye Road, Chandler, AZ  85226 480-463-4357
    Wise World Investment Planning
    Inquire with Wise
    575 West Chandler Boulevard, Suite 220, Chandler, AZ  85225 480-890-0100
    Allstate Personal Financial Representative: Kemberly Stallings
    Inquire with Allstate
    3160 S Gilbert Rd, Ste 4, Chandler, AZ  85286 480-213-9970
    Allstate Personal Financial Representative: Frank Perri
    Inquire with Allstate
    2490 W Ray Rd, Ste 2, Chandler, AZ  85224 480-899-6803
    Allstate Personal Financial Representative: Arthur Warschaw
    Inquire with Allstate
    3960 E Riggs Rd, Ste 4, Chandler, AZ  85249 480-477-7511
    Allstate Personal Financial Representative: Chris Solomon
    Inquire with Allstate
    3160 S Gilbert Rd, Ste 4, Chandler, AZ  85286 949-910-5400
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      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.

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