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Find Retirement Advisors for Retirement Planning in Chandler, Arizona

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 - May 15, 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.

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List of Qualified Retirement Planning Advisors in Chandler, Arizona

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3100 West Ray Road,
Suite 334,
Chandler, AZ 85226 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4742 N. 24th Street,
Suite 400,
Phoenix, AZ 85016 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Dave Stanfield
CFP^®, EA
Evergreen Wealth Management

Qualifications
CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66

Minimum Assets Required
$100,000

Address

7047 E Greenway Pkwy,
Suite 250,
Scottsdale, AZ 85254 See Details

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

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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

Address

8877 West Union Hills Drive Suite 540,
Peoria, AZ 85382 See Details

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

VERIFIED

Marcus Luckeneder
CFP^®, AAMS^®
Validus Financial Associates

Qualifications
CRD# 6103189
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Address

8877 West Union Hills Drive,
Suite 540,
Peoria, AZ 85382 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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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	San Tan Corporate Center, 3100 W. Ray Rd. Suite 301 Chandler, AZ, 85226	$662,230,787	2263	17	A percentage of AUM, Fixed fees
2	1490 S Price Road, Ste 218, Chandler, AZ, 85286	$344,011,830	289	4	A percentage of AUM
3	2330 W. Ray Road, Suite 3 Chandler, AZ, 85224	$316,200,677	1068	6	A percentage of AUM, Hourly charges, Fixed fees
4	118 S Kyrene Road, Suite 4 Chandler, AZ, 85226	$307,364,055	946	4	A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Chandler, Arizona

IRONWOOD WEALTH MANAGEMENT, LLC

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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

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TEMPLETON FINANCIAL SERVICES INC.

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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

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STRATEGIC INCOME GROUP LLC

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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

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STONECREST WEALTH MANAGEMENT, INC

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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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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