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Find Best Financial Advisors in Chandler, Arizona

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Chandler is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Chandler & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Chandler?

Looking for a qualified financial advisor in Chandler? We can help you by narrowing down your options & listing the best financial advisors in Chandler as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Chandler near you with the list of certified and vetted Chandler financial advisors.

List of Qualified Financial Advisors in Chandler, Arizona

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James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226

480-946-3626

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Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282

480-967-1155

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Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd.
Ste. 200

Tempe, AZ 85282

623-203-7003

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Michael Massara

Full Picture Financial

3785 East Lexington Ave

Gilbert, AZ 85234

480-847-0373

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Ekenna Anya-Gafu

Bay Street Capital Holdings

4111 N Drinkwater Blvd

Scottsdale, AZ 85251

650-781-8880

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Chad Anderson

Anderson Wealth LLC

2500 S Power Rd Suite 223 BLDG 9

Mesa, AZ 85209

480-206-2430

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Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave.
Suite 101

Phoenix, AZ 85012

602-931-5043

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Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street
Suite 400

Phoenix, AZ 85016

602-553-2024

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Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd
Suite I-101

Phoenix, AZ 85028

480-824-8444

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Dave Stanfield

Evergreen Wealth Management

7047 E Greenway Pkwy
Suite 250

Scottsdale, AZ 85254

206-235-6025

Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Keystone Wealth Partners Llc
2701 W Queen Creek Rd, Ste #3 Chandler, AZ 85248
171811 $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
200511 $541,180,852 2084 A percentage of AUM
Fixed fees
Templeton Financial Services Inc.
1490 S Price Road, Ste 218, Chandler, AZ 85286
128240 $448,000,000 401 A percentage of AUM
Strategic Income Group Llc
2330 W. Ray Road, Suite 3 Chandler, AZ 85224
165839 $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
311404 $260,519,442 1009 A percentage of AUM
Fixed fees

Additional Financial Advisors in 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: Julio Bastidas
Inquire with Allstate
5055 W Ray Rd, Ste 22 Chandler, AZ 85226 602-332-1184
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 480-239-9046
Allstate Personal Financial Representative: Arthur Warschaw
Inquire with Allstate
3960 E Riggs Rd, Ste 4 Chandler, AZ 85249 480-477-7511

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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