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Find Best Financial Advisors in Flagstaff, 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 Flagstaff is a tedious task to do. give you extensive options to compare best advisors in Flagstaff & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Flagstaff?

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

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

List of Qualified Financial Advisors in Flagstaff, Arizona

Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Ascendant Financial Solutions, Inc.
809 W. Riordan, Suite 104 Flagstaff, AZ 86001
116771 $318,586,684 681 A percentage of AUM
Fixed fees
Vora Wealth Management, Pllc
822 N. Humphreys Street, Flagstaff, AZ 86001
153559 $139,216,690 685 A percentage of AUM
Hourly charges
Fixed fees
Babb Wealth Advisors Llc
19 W. Aspen Avenue, Flagstaff, AZ 86001
298347 $118,977,617 670 A percentage of AUM

Additional Financial Advisors in Arizona

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Merlin Planning & Investment Services
Inquire with Merlin
1600 West University Avenue, Suite 210 Flagstaff, AZ 86001 928-226-7400
Ascendant Financial Solutions
Inquire with Ascendant
809 W. Riordan Road, Suite 104 Flagstaff, AZ 86001 928-774-9598
Edward Jones
Inquire with Edward
2405 N Rose St, Flagstaff, AZ 86004 928-522-6166
Edward Jones
Inquire with Edward
524 N Humphreys St, Flagstaff, AZ 86001 928-774-3090
Edward Jones
Inquire with Edward
1016 West University Avenue, Suite 106 Flagstaff, AZ 86001 928-774-4766
Edward Jones
Inquire with Edward
9 N Elden St, Ste 103 Flagstaff, AZ 86001 928-556-8655
Edward Jones
Inquire with Edward
1403 S Plaza, Flagstaff, AZ 86001 928-226-1012
Edward Jones
Inquire with Edward
9 N Elden St, Ste 103 Flagstaff, AZ 86001 928-556-8655
Edward Jones
Inquire with Edward
319 S Regent St, Suite 213 Flagstaff, AZ 86001 928-526-0064
Edward Jones
Inquire with Edward
1016 West University Avenue, Suite 106 Flagstaff, AZ 86001 928-774-4766

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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