National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 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 registration checks. 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 25, 2025

Chandler 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 22 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Chandler, Arizona

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Dave 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Aaron 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Marcus 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

Find An Advisor arrow-right

Top 4 Retirement Planning firms in Chandler, Arizona (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

San Tan Corporate Center, 3100 W. Ray Rd. Suite 301
Chandler, AZ, 85226
$662,230,787226317
A percentage of AUM, Fixed fees
2

1490 S Price Road, Ste 218,
Chandler, AZ, 85286
$344,011,8302894
A percentage of AUM
3

2330 W. Ray Road, Suite 3
Chandler, AZ, 85224
$316,200,67710686
A percentage of AUM, Hourly charges, Fixed fees
4

118 S Kyrene Road, Suite 4
Chandler, AZ, 85226
$307,364,0559464
A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Chandler, Arizona

QualificationsFirm CRD# 200511

Assets Under Management $662,230,787

No. Of Clients2263

Clients Per Financial Advisor133

IRONWOOD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Chandler, Arizona. With a nearly $662M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2263 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 128240

Assets Under Management $344,011,830

No. Of Clients289

Clients Per Financial Advisor72

TEMPLETON FINANCIAL SERVICES INC. is a financial advisory firm situated in Chandler, Arizona. With a nearly $344M assets under management, the firm specializes in crafting personalized retirement planning solutions for 289 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 and/or small businesses
View Full Profile

QualificationsFirm CRD# 165839

Assets Under Management $316,200,677

No. Of Clients1068

Clients Per Financial Advisor178

STRATEGIC INCOME GROUP LLC is a financial advisory firm situated in Chandler, Arizona. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1068 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 311404

Assets Under Management $307,364,055

No. Of Clients946

Clients Per Financial Advisor237

STONECREST WEALTH MANAGEMENT, INC is a financial advisory firm situated in Chandler, Arizona. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 946 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
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners