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
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 10 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.
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 | $396,736,147 | 568 | A percentage of AUM |
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC 1095 West Rio Salado Parkway, Suite 101 Tempe, AZ, 85281 | 306068 | $265,729,297 | 1440 | A percentage of AUM, Fixed fees |
SEROS FINANCIAL, LLC 2141 East Broadway Rd., Suite 220 Tempe, AZ, 85282 | 166808 | $260,841,497 | 890 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
INTRINSIC WEALTH COUNSEL, INC. 1255 W. Rio Salado Pkwy, Suite 115 Tempe, AZ, 85281 | 105022 | $252,828,161 | 664 | A percentage of AUM, Hourly charges, Other (MINIMUM RETAINER FEE) |
JOHNSON FINANCIAL ADVISORS 1095 W Rio Salado Parkway, Suite 201 Tempe, AZ, 85281-2610 | 104621 | $191,094,292 | 682 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
FINANCIAL LIFE PLANNERS 2151 E Broadway, Suite 203 Tempe, AZ, 85282 | 129415 | $174,578,704 | 788 | A percentage of AUM, Hourly charges |
HARDING WEALTH, INC. 222 S. Mill Avenue, #800 Tempe, AZ, 85281 | 282686 | $162,138,463 | 475 | A percentage of AUM, Fixed fees |
OPTIMA CAPITAL MANAGEMENT 222 S Mill Ave, Ste 800 Tempe, AZ, 85281 | 306036 | $116,525,671 | 340 | A percentage of AUM |
MARTINSEN WEALTH MANAGEMENT 7855 S. River Parkway, Suite 206 Tempe, AZ, 85284 | 332433 | $102,335,147 | 636 | A percentage of AUM |
EMBARK WEALTH MANAGEMENT, LLC 398 S Mill Avenue, Suite 302 Tempe, AZ, 85281 | 157950 | $43,306,543 | 402 | A percentage of AUM |
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