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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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Tempe is a tedious task to do. FinancialAdvisor.net 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 - 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 8 vetted financial advisors and 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 18 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

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Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

623-203-7003

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Trent White

Luminvest Wealth Management

480-702-1143

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Wilson Mitchell

Edelman Financial Engines, LLC

602-553-7111

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Nathan Bardin

Edelman Financial Engines, LLC

602-553-7196

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Bruce Hosler

Hosler Wealth Management

480-994-7342

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Ryan Kidd

Validus Financial Associates

623-825-1020

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Aaron C. Montez

Validus Financial Associates

623-825-1020

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Marcus Luckeneder

Validus Financial Associates

602-793-3123

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
BILTMORE WEALTH MANAGEMENT, LLC
1400 E. Southern Avenue, Suite 650
Tempe, AZ, 85282
151365 $287,290,000 547 A Percentage of AUM
INTRINSIC WEALTH COUNSEL, INC.
1255 W. Rio Salado Pkwy, Suite 115
Tempe, AZ, 85281
105022 $210,957,992 648 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 $202,440,966 1188 A Percentage of AUM, Hourly charges, Fixed Fees
SEROS FINANCIAL, LLC
2141 East Broadway Rd., Suite 220
Tempe, AZ, 85282
166808 $187,467,128 688 A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
JOHNSON FINANCIAL ADVISORS
1095 W Rio Salado Parkway, Suite 201
Tempe, AZ, 85281-2610
104621 $169,650,742 663 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
HARDING WEALTH, INC.
222 S. Mill Avenue, #800
Tempe, AZ, 85281
282686 $101,340,562 353 A Percentage of AUM, Fixed Fees

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