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 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.

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.

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

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

If you’re looking for qualified financial advisors in Tucson, Arizona, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 26 non-vetted financial advisors in Tucson, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Tucson, 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 Tucson, Arizona

James Good

Attessa Capital

520-600-3064

Address

3060 N Swan Rd,
Tucson, AZ 85712 See Details

Michael Treiberg

Treiberg Wealth Management, Inc.

520-232-0505

Address

3573 E Sunrise Drive,
Suite 115,
Tucson, AZ 85718 See Details

Modern Wealth Management

520-298-1900

Address

3567 E Sunrise Drive,
Suite 101,
Tucson, AZ 85718 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop, Tucson, AZ, 85706-5041	108674	$22,942,793,322	142	A percentage of AUM
TCI WEALTH ADVISORS, INC. 4011 East Sunrise Drive, Tucson, AZ, 85718	107373	$4,091,666,732	10252	A percentage of AUM, Hourly charges, Fixed fees
SONORA INVESTMENT MANAGEMENT 2343 E. Broadway Blvd, Suite 116, Tucson, AZ, 85719	315312	$1,962,270,353	3330	A percentage of AUM
WELLSPRING FINANCIAL PARTNERS 4703 E. Camp Lowell Drive, Suite 135 Tucson, AZ, 85712	158872	$1,016,208,473	430	A percentage of AUM, Hourly charges, Fixed fees
GR FINANCIAL GROUP, LLC 4556 E Camp Lowell, Tucson, AZ, 85712	172370	$814,799,726	2394	A percentage of AUM, Fixed fees, Performance Based, Other (TECHNOLOGY FEE)
FINANCIAL DIRECTIONS LLC 1228 East Prince Road, Tucson, AZ, 85719	108475	$672,472,149	3200	A percentage of AUM, Fixed fees
WEALTH MANAGEMENT PARTNERS, LLC 1980 E River Road, Suite 120 Tucson, AZ, 85718	309790	$667,042,692	2085	A percentage of AUM, Hourly charges, Fixed fees
SEM WEALTH MANAGEMENT 7367 E. Tanque Verde Rd, Tucson, AZ, 85715-3475	112142	$584,140,000	2906	A percentage of AUM
IRONWOOD FINANCIAL, LLC 1926 E. Ft. Lowell Road, Suite 100 Tucson, AZ, 85719	151004	$574,853,371	1667	A percentage of AUM
CAMBRIDGE FINANCIAL GROUP, LLC 6700 N. Oracle Rd., Suite 324 Tucson, AZ, 85704	117428	$538,870,193	1372	A percentage of AUM, Fixed fees, Other (% OF INCOME)
STERLING INVESTMENT MANAGEMENT, LLC 6262 North Swan Rd., Suite 210 Tucson, AZ, 85718	112923	$371,202,026	402	A percentage of AUM, Hourly charges
NOVA FINANCIAL SERVICES 1630 E River Rd, Suite 212 Tucson, AZ, 85718	150148	$342,468,206	1334	A percentage of AUM, Hourly charges, Fixed fees
CAPITAL WEST PARTNERS, LLC 6842 E. Tanque Verde Road, Suite C Tucson, AZ, 85715	130762	$275,248,561	166	A percentage of AUM, Hourly charges, Fixed fees
SOUTHWEST INVESTMENT ADVISORS, INC. 7594 N La Cholla, Tucson, AZ, 85741	312685	$267,635,456	1182	A percentage of AUM, Hourly charges, Fixed fees
ATTESSA CAPITAL LLC 3060 N Swan Rd, Tucson, AZ, 85712	306827	$259,071,113	613	A percentage of AUM, Other (FREE)

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Find The Best Financial Advisors in Tucson, Arizona

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

List of Qualified Financial Advisors in Tucson, Arizona

James Good

Attessa Capital

Address

Michael Treiberg

Treiberg Wealth Management, Inc.

Address

Modern Wealth Management

Address

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

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy