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Find The Best Financial Advisors in Chandler, Arizona

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

Chandler, located just outside Phoenix, is the fourth largest city in the state of Arizona. Home to highly-rated restaurants, resorts, and attractions, Chandler is listed as one of the best cities to raise a family. As a city that is recognized as one of the nation's fastest-growing technology and innovation centers, the cost of living is 7% more than the national average. To create a solid financial strategy, you might require the guidance of a professional financial advisor to ensure you’re making the most suitable financial decisions for your needs. This may seem easier said than done, with over 3,000 financial advisors located in the Chandler area. FinancialAdvisor.net helps you match with top advisors in your city, qualified to guide you on a solid path toward a secure financial future.

How To Find The Best Financial Advisors in Chandler, Arizona
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Chandler, Arizona, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Chandler, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Chandler, Arizona have an average of 16 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Chandler, Arizona

Wilson Mitchell

Edelman Financial Engines, LLC

602-553-7111

Address

3100 West Ray Road, Suite 334,
Suite 801,
Chandler, AZ 85226 See Details

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

623-203-7003

Address

64 E Broadway Rd.,
Ste. 200,
Tempe, AZ 85282 See Details

Trent White

Omnia Wealth Management

480-702-1143

Address

5118 North Granite Reef Road,
Scottsdale, AZ 85250 See Details

Nathan Bardin

Edelman Financial Engines, LLC

602-553-7196

Address

4742 N. 24th Street,
Suite 400,
Phoenix, AZ 85016 See Details

Aaron C. Montez

Validus Financial Associates

623-825-1020

Address

8877 West Union Hills Drive Suite 540,
Peoria, AZ 85382 See Details

Marcus Luckeneder

Validus Financial Associates

602-793-3123

Address

8877 West Union Hills Drive,
Suite 540,
Peoria, AZ 85382 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
IRONWOOD WEALTH MANAGEMENT, LLC San Tan Corporate Center, 3100 W. Ray Rd. Suite 301 Chandler, AZ, 85226	200511	$539,546,611	2190	A Percentage of AUM, Hourly charges, Fixed Fees
TEMPLETON FINANCIAL SERVICES INC. 1490 S Price Road, Ste 218, Chandler, AZ, 85286	128240	$333,280,000	292	A Percentage of AUM
STRATEGIC INCOME GROUP LLC 2330 W. Ray Road, Suite 3 Chandler, AZ, 85224	165839	$280,865,607	988	A Percentage of AUM, Hourly charges, Fixed Fees
STONECREST WEALTH MANAGEMENT, INC 118 S Kyrene Road, Suite 4 Chandler, AZ, 85226	311404	$193,805,951	843	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Chandler, Arizona to broaden your search for a financial advisor

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Chandler, Arizona

How To Find The Best Financial Advisors in Chandler, ArizonaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Chandler, Arizona

Wilson Mitchell

Edelman Financial Engines, LLC

Address

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

Address

Trent White

Omnia Wealth Management

Address

Nathan Bardin

Edelman Financial Engines, LLC

Address

Aaron C. Montez

Validus Financial Associates

Address

Marcus Luckeneder

Validus Financial Associates

Address

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

Select other cities around Chandler, Arizona to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Chandler, Arizona
Last Updated - 13-Jun-2023

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