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Find Retirement Advisors for Retirement Planning in Gilbert, 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 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 Gilbert, Arizona

Last Updated - December 1, 2024

Gilbert has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Gilbert, Arizona have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Gilbert, Arizona

VERIFIED

Matt Trink
CFP^®
FORM Prosperity Wealth Advisors, LLC

Qualifications
CRD# 5883022
Firm CRD# 307792
Series 7, 63, 66

Minimum Assets Required
$0

Address

1490 South Price Road Suite 105,
Chandler, AZ 85286 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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

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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

Find An Advisor

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

Find An Advisor

VERIFIED

Bruce Hosler
EA, CFP^®, CPWA^®, AIF^®, CEPA^®
Hosler Wealth Management

Qualifications
CRD# 2581041
Firm CRD# 8032
Series 7, 63, 65, 66

Minimum Assets Required
$1,000,000

Address

7400 E Pinnacle Peak Rd Ste #100,
Scottsdale, AZ 85255 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, 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

Find An Advisor

Top 1 Retirement Planning firms in Gilbert, Arizona (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	WATTS GWILLIAM & COMPANY, LLC 2730 S. Val Vista Dr., Suite 124 Gilbert, AZ, 85295	$432,908,600	904	9	A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Gilbert, Arizona

WATTS GWILLIAM & COMPANY, LLC

Find an Advisor

QualificationsFirm CRD# 131458

Assets Under Management $432,908,600

No. Of Clients904

Clients Per Financial Advisor100

WATTS GWILLIAM & COMPANY, LLC is a financial advisory firm situated in Gilbert, Arizona. With a nearly $433M assets under management, the firm specializes in crafting personalized retirement planning solutions for 904 clients. The team consists of 9 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
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

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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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