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Find Retirement Advisors for Retirement Planning in Chandler, Arizona
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Chandler, Arizona
Last Updated - April 20, 2024Chandler has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Chandler, Arizona have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Chandler, Arizona
VERIFIEDWilson Mitchell
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5453404
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDTrent White
JD, CFP®
Omnia Wealth Management
Qualifications
CRD# 5592136
Firm CRD# 326261
Series 7, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDNathan Bardin
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6436455
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
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
Since 1998
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Top 4 Retirement Planning firms in Chandler, Arizona (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | IRONWOOD WEALTH MANAGEMENT, LLC San Tan Corporate Center, 3100 W. Ray Rd. Suite 301 Chandler, AZ, 85226 | $539,546,611 | 2190 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | TEMPLETON FINANCIAL SERVICES INC. 1490 S Price Road, Ste 218, Chandler, AZ, 85286 | $333,280,000 | 292 | 4 | A Percentage of AUM |
| 3 | STRATEGIC INCOME GROUP LLC 2330 W. Ray Road, Suite 3 Chandler, AZ, 85224 | $280,865,607 | 988 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | STONECREST WEALTH MANAGEMENT, INC 118 S Kyrene Road, Suite 4 Chandler, AZ, 85226 | $193,805,951 | 843 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Chandler, Arizona
QualificationsFirm CRD# 200511
Assets Under Management $539,546,611
No. Of Clients2190
Clients Per Financial Advisor104
IRONWOOD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Chandler, Arizona. With a nearly $540M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2190 clients. The team consists of 21 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 128240
Assets Under Management $333,280,000
No. Of Clients292
Clients Per Financial Advisor73
TEMPLETON FINANCIAL SERVICES INC. is a financial advisory firm situated in Chandler, Arizona. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 clients. The team consists of 4 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
QualificationsFirm CRD# 165839
Assets Under Management $280,865,607
No. Of Clients988
Clients Per Financial Advisor165
STRATEGIC INCOME GROUP LLC is a financial advisory firm situated in Chandler, Arizona. With a nearly $281M assets under management, the firm specializes in crafting personalized retirement planning solutions for 988 clients. The team consists of 6 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 311404
Assets Under Management $193,805,951
No. Of Clients843
Clients Per Financial Advisor211
STONECREST WEALTH MANAGEMENT, INC is a financial advisory firm situated in Chandler, Arizona. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 843 clients. The team consists of 4 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
- Portfolio Management for Individuals
- Pension Consulting Services
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 Peoria, Arizona
- Retirement Planners in Phoenix, Arizona
- Retirement Planners in Scottsdale, Arizona
- Retirement Planners in Tempe, Arizona
- Retirement Planners in Tucson, Arizona
Looking for more choices? Use our free match service to compare retirement planners serving your area.