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Find Retirement Advisors for Retirement Planning in Arizona, Flagstaff

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.

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Top 3 Retirement Planning firms in Flagstaff, Arizona (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

809 W. Riordan, Suite 104
Flagstaff, AZ, 86001
$295,004,26461810
A percentage of AUM, Fixed fees, Other (FIXED FEES ARE ONLY CHARGED FOR FINANCIAL PLANNING ARRANGEMENTS.)
2

19 W. Aspen Avenue,
Flagstaff, AZ, 86001
$116,511,1776975
A percentage of AUM, Other (THIRD PARTY MANAGERS)
3

2500 S. Woodlands Village Boulevard, Suite 3
Flagstaff, AZ, 86001
$74,797,15810651
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Flagstaff, Arizona

QualificationsFirm CRD# 116771

Assets Under Management $295,004,264

No. Of Clients618

Clients Per Financial Advisor62

ASCENDANT FINANCIAL SOLUTIONS, INC. is a financial advisory firm situated in Flagstaff, Arizona. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 618 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (FIXED FEES ARE ONLY CHARGED FOR FINANCIAL PLANNING ARRANGEMENTS.)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 298347

Assets Under Management $116,511,177

No. Of Clients697

Clients Per Financial Advisor139

BABB WEALTH ADVISORS LLC is a financial advisory firm situated in Flagstaff, Arizona. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 697 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (THIRD PARTY MANAGERS)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 153559

Assets Under Management $74,797,158

No. Of Clients1065

Clients Per Financial Advisor1065

VORA WEALTH MANAGEMENT, PLLC is a financial advisory firm situated in Flagstaff, Arizona. With a nearly $75M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1065 clients. The team consists of 1 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
  • Education seminars/workshops
View Full Profile

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