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Find The Best Financial Advisors in Tempe, 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.

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

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

Wilson Mitchell

Edelman Financial Engines, LLC

602-553-7111

Address

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

Nathan Bardin

Edelman Financial Engines, LLC

602-553-7196

Address

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

Bruce Hosler

Hosler Wealth Management

480-994-7342

Address

7400 E Pinnacle Peak Rd Ste #100,
Scottsdale, AZ 85255 See Details

Ryan Kidd

Validus Financial Associates

623-825-1020

Address

8502 E. Princess Dr. #230,
Scottsdale, AZ 85255 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 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	$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

Select other cities around Tempe, 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 Tempe, Arizona

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

List of Qualified Financial Advisors in Tempe, Arizona

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

Address

Omnia Wealth Management

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

Hosler Wealth Management

Address

Validus Financial Associates

Address

Validus Financial Associates

Address

Validus Financial Associates

Address

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

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

Frequently Asked Questions

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

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