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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!
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How To Find The Best Financial Advisors in Tempe, Arizona
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Tempe, Arizona, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 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 21 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
Jason Smith
Berthel Fisher Financial Services, Inc. and BFC Planning Inc
64 E Broadway Rd.
Ste. 200
623-203-7003
Top Financial Advisor Firms in Tempe, Arizona (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| BILTMORE WEALTH MANAGEMENT, LLC 1400 E. Southern Avenue, Suite 650 Tempe, AZ, 85282 | 151365 | $304,513,674 | 551 | A percentage of AUM |
| INTRINSIC WEALTH COUNSEL, INC. 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) |
| GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC 1095 West Rio Salado Parkway, Suite 101 Tempe, AZ, 85281 | 306068 | $221,910,616 | 985 | A percentage of AUM, Hourly charges, Fixed fees |
| JOHNSON FINANCIAL ADVISORS 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 |
| SEROS FINANCIAL, LLC 2141 East Broadway Rd., Suite 220 Tempe, AZ, 85282 | 166808 | $166,752,002 | 597 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
| HARDING WEALTH, INC. 222 S. Mill Avenue, #800 Tempe, AZ, 85281 | 282686 | $106,700,000 | 383 | A percentage of AUM, Fixed fees |
Additional Financial Advisors in Tempe, 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 |
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