Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Dave Stanfield
CFP®, EA
Evergreen Wealth Management
Qualifications
CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66
Minimum Assets Required
$100,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Aaron C. Montez
CFP®
Validus Financial Associates
Qualifications
CRD# 4108246
Firm CRD# 6413
Series 6, 7, 24, 63, 66
Minimum Assets Required
$100,000
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
Fee-Based, Based on Assets
Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Qualifications
CRD# 6103189
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
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
Fee-Based, Flat Fee, Based on Assets
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 |
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.
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.
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.
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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