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Find Retirement Advisors for Retirement Planning in Arizona
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Arizona, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Arizona
Last Updated - May 5, 2025Arizona has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 183 non-vetted advisors in your local area. These retirement advisors in Arizona have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Arizona
VERIFIEDAaron C. Montez
CFP®
Validus Financial Associates
Qualifications
CRD# 4108246
Firm CRD# 6413
Series 6, 7, 24, 63, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDave Stanfield
CFP®, EA
Evergreen Wealth Management
Qualifications
CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDMarcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Qualifications
CRD# 6103189
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDJames Good
Attessa Capital
Qualifications
CRD# 6612231
Firm CRD# 306827
Series 65
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRyan Kidd
CRC®
Validus Financial Associates
Qualifications
CRD# 4953236
Firm CRD# 6413
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDMichael Treiberg
CFP®, ChFC®
Treiberg Wealth Management, Inc.
Qualifications
CRD# 2932321
Firm CRD# 6413
Series 6, 7, 24, 31, 63, 66
Minimum Assets Required
$25,000,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 30833
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Arizona (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 18700 N. Hayden Road, Suite 255 Scottsdale, AZ, 85255 | $94,557,613,744 | 437201 | 6838 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034 | $57,786,360,253 | 69 | 121 | A percentage of AUM |
| 3 | 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253 | $32,630,475,936 | 25 | 152 | A percentage of AUM, Performance Based |
| 4 | 3600 E. Hemisphere Loop, Tucson, AZ, 85706-5041 | $22,942,793,322 | 142 | 123 | A percentage of AUM |
| 5 | 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 6 | 4050 E. Cotton Center Blvd., Suite 40 Phoenix, AZ, 85040 | $6,709,525,290 | 48764 | 240 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251 | $6,370,551,613 | 20 | 105 | A percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES) |
| 8 | 2502 East Camelback Road, Suite 210 Phoenix, AZ, 85016 | $6,072,332,268 | 87 | 17 | A percentage of AUM |
| 9 | 2415 East Camelback Road, Suite 700 Phoenix, AZ, 85016 | $4,829,248,145 | 14988 | 125 | A percentage of AUM, Hourly charges, Fixed fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES) |
| 10 | 4011 East Sunrise Drive, Tucson, AZ, 85718 | $4,091,666,732 | 10252 | 63 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 5060 North 40th Street, Suite 200 Phoenix, AZ, 85018 | $3,824,063,292 | 1868 | 75 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH) |
| 12 | 2525 East Camelback Rd., Suite 900 Phoenix, AZ, 85016-4278 | $2,925,561,697 | 21 | 8 | A percentage of AUM, Performance Based |
| 13 | 8605 East Raintree Drive, Suite 280 Scottsdale, AZ, 85260 | $2,891,584,875 | 5334 | 58 | A percentage of AUM, Hourly charges |
| 14 | 3200 N. Central Ave, Suite #200 Phoenix, AZ, 85012 | $2,830,846,519 | 12918 | 115 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251 | $2,727,993,120 | 1727 | 32 | A percentage of AUM |
Information on Top Retirement Planning firms in Arizona
QualificationsFirm CRD# 23131
Assets Under Management $94,557,613,744
No. Of Clients437201
Clients Per Financial Advisor64
OSAIC WEALTH, INC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 437201 clients. The team consists of 6838 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 111091
Assets Under Management $57,786,360,253
No. Of Clients69
Clients Per Financial Advisor1
VOYA INVESTMENTS, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 121 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 161573
Assets Under Management $32,630,475,936
No. Of Clients25
Clients Per Financial Advisor0
GI PARTNERS is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 152 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 108674
Assets Under Management $22,942,793,322
No. Of Clients142
Clients Per Financial Advisor1
DAVIS SELECTED ADVISERS LP is a financial advisory firm situated in Tucson, Arizona. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 142 clients. The team consists of 123 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 20804
Assets Under Management $9,326,336,708
No. Of Clients43221
Clients Per Financial Advisor76
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43221 clients. The team consists of 570 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 175083
Assets Under Management $6,709,525,290
No. Of Clients48764
Clients Per Financial Advisor203
FOUNDATIONS INVESTMENT ADVISORS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 48764 clients. The team consists of 240 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 284363
Assets Under Management $6,370,551,613
No. Of Clients20
Clients Per Financial Advisor0
BALBEC CAPITAL MANAGEMENT LP is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ASSET MANAGEMENT FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (NON-DISCRETIONARY ADVISORY SERVICES TO SEPARATELY MANAGED ACCOUNT)
QualificationsFirm CRD# 143567
Assets Under Management $6,072,332,268
No. Of Clients87
Clients Per Financial Advisor5
SMEAD CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 151367
Assets Under Management $4,829,248,145
No. Of Clients14988
Clients Per Financial Advisor120
DYNAMIC WEALTH ADVISORS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14988 clients. The team consists of 125 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM)
QualificationsFirm CRD# 107373
Assets Under Management $4,091,666,732
No. Of Clients10252
Clients Per Financial Advisor163
TCI WEALTH ADVISORS, INC. is a financial advisory firm situated in Tucson, Arizona. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10252 clients. The team consists of 63 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 159440
Assets Under Management $3,824,063,292
No. Of Clients1868
Clients Per Financial Advisor25
TFO FAMILY OFFICE PARTNERS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1868 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF NET WORTH)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES)
QualificationsFirm CRD# 163648
Assets Under Management $2,925,561,697
No. Of Clients21
Clients Per Financial Advisor3
INDIGO PARTNERS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 153902
Assets Under Management $2,891,584,875
No. Of Clients5334
Clients Per Financial Advisor92
ASHTON THOMAS PRIVATE WEALTH is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5334 clients. The team consists of 58 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE)
QualificationsFirm CRD# 173344
Assets Under Management $2,830,846,519
No. Of Clients12918
Clients Per Financial Advisor112
PFG ADVISORS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12918 clients. The team consists of 115 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 153139
Assets Under Management $2,727,993,120
No. Of Clients1727
Clients Per Financial Advisor54
REDWOOD INVESTMENT MANAGEMENT, LLC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1727 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (MODEL PORTFOLIO AND SUB-ADVISER TO INVESTMENT ADVISERS, AND SUB-ADVISER TO AFFILIATED INVESTMENT ADVISER.)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Chandler, Arizona
- Retirement Planners in Gilbert, Arizona
- Retirement Planners in Mesa, Arizona
- Retirement Planners in Peoria, Arizona
- Retirement Planners in Phoenix, Arizona
- Retirement Planners in Scottsdale, Arizona
- Retirement Planners in Tucson, Arizona
Looking for more choices? Use our free match service to compare retirement planners serving your area.