National Retirement Planning Experts

National Coverage
Local Professionals

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

How To Find The Best Financial Advisors in Tempe, Arizona

Last Updated - 21-May-2023

If you’re looking for qualified financial advisors in Tempe, Arizona, is a useful resource. We've compiled a list of the 9 vetted financial advisors and 63 non-vetted financial advisors in Tempe, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Tempe, Arizona have an average of 22 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 Tempe, Arizona


Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282



Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd.
Ste. 200

Tempe, AZ 85282



Andrew Rafal

Bayntree Wealth Advisors

7001 N. Scottsdale Road
Suite 2055

Scottsdale, AZ 85253



Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd
Suite I-101

Phoenix, AZ 85028



Dave Stanfield

Evergreen Wealth Management

7047 E Greenway Pkwy
Suite 250

Scottsdale, AZ 85254



Jason M Buchanan

Ashton Thomas Private Wealth

15279 N Scottsdale RD
Suite B2-215

Scottsdale, AZ 85254



Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale, AZ 85255



Ryan Kidd

Validus Financial Associates

8502 E. Princess Dr. #230

Scottsdale, AZ 85255



Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382


Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
1400 E. Southern Avenue, Suite 650 Tempe, AZ 85282
151365 $304,513,674 551 A percentage of AUM
1255 W. Rio Salado Pkwy, Suite 115 Tempe, AZ 85281
105022 $235,122,245 612 A percentage of AUM, Hourly charges, Other (MINIMUM RETAINER FEE)
1095 West Rio Salado Parkway, Suite 101 Tempe, AZ 85281
306068 $221,910,616 985 A percentage of AUM, Hourly charges, Fixed fees
1095 W Rio Salado Parkway, Suite 201 Tempe, AZ 85281-2610
104621 $201,605,135 667 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
2141 East Broadway Rd., Suite 220 Tempe, AZ 85282
166808 $166,752,002 597 A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
222 S. Mill Avenue, #800 Tempe, AZ 85281
282686 $106,700,000 383 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
Rene Espinoza
Inquire with Rene
4450 S Rural Rd, Ste A140 Tempe, AZ 85282 480-730-8700
Michael Vukonich
Inquire with Michael
4450 S Rural Rd, Ste A140 Tempe, AZ 85282 480-897-8667
Loney Financial
Inquire with Loney
8747 S. Priest Drive, Suite 104 Tempe, AZ 85284 480-921-0225
Ramon Francis, #RamonLoans
Inquire with Ramon
4500 S. Lakeshore Dr. #339, Tempe, AZ 85282 480-628-7341
Lincoln Investment
Inquire with Lincoln
5016 South Ash Avenue, Suite 103 Tempe, AZ 85282 877-469-7377
Rick Martinez
Inquire with Rick
4450 S Rural Rd, Ste A140 Tempe, AZ 85282 480-755-3399
First Command Financial Advisor
Inquire with First
1414 W. Broadway Rd, Ste 234 Tempe, AZ 85282 480-801-2990
Pierce Stewart
Inquire with Pierce
1150 W Washington St, Tempe, AZ 85281 877-225-1941
Sabryna Bullard
Inquire with Sabryna
1150 W Washinton St, Tempe, AZ 85281 877-225-1941
Logan Rivera
Inquire with Logan
1150 W Washington St, Tempe, AZ 85281 877-225-1941

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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

Get Matched With Advisors