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

Last Updated - April 25, 2025

Mesa has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Mesa, Arizona have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Mesa, 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

Ryan Kidd
CRC^®
Validus Financial Associates

Qualifications
CRD# 4953236
Firm CRD# 6413

Minimum Assets Required
$100,000

Address

8502 E. Princess Dr. #230,
Scottsdale, AZ 85255 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

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 11 Retirement Planning firms in Mesa, Arizona (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1138 N Alma School Rd, Suite 201 Mesa, AZ, 85201	$792,720,133	3821	38	A percentage of AUM, Fixed fees
2	2812 North Norwalk, Suite 116 Mesa, AZ, 85215	$689,179,776	920	9	A percentage of AUM, Hourly charges
3	1 N. Macdonald, Suite 201 Mesa, AZ, 85201	$596,130,000	2034	9	A percentage of AUM, Hourly charges, Fixed fees
4	2500 South Power Road, Suite 226 Mesa, AZ, 85209	$261,000,000	2	6	A percentage of AUM, Performance Based
5	4856 East Baseline Road, Suite 104 Mesa, AZ, 85206	$200,340,217	1510	3	A percentage of AUM, Other (REFERRAL FEES)
6	2812 N. Norwalk, Ste 103 Mesa, AZ, 85215	$187,956,046	523	6	A percentage of AUM, Other (REFERRAL FEES)
7	1234 S. Power Rd., Ste. 207 Mesa, AZ, 85206	$167,683,432	603	4	A percentage of AUM, Hourly charges, Fixed fees
8	2929 N Power Rd, Ste 101, Mesa, AZ, 85215	$162,315,717	556	6	A percentage of AUM, Fixed fees, Other (FLAT FEE)
9	1819 E Southern Ave., B10 Mesa, AZ, 85204	$143,284,283	2	11	A percentage of AUM, Performance Based
10	1921 S Alma School Road Suite 308, Mesa, AZ, 85210	$113,825,700	379	2	A percentage of AUM, Other (REFERRAL/SOLICITOR FEES)
11	4140 E Baseline Road, Suite 101 Mesa, AZ, 85206	$112,686,573	167	3	A percentage of AUM, Hourly charges, Performance Based

Information on Top Retirement Planning firms in Mesa, Arizona

PUBLIC SAFETY FINANCIAL/GALLOWAY

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QualificationsFirm CRD# 141091

Assets Under Management $792,720,133

No. Of Clients3821

Clients Per Financial Advisor101

PUBLIC SAFETY FINANCIAL/GALLOWAY is a financial advisory firm situated in Mesa, Arizona. With a nearly $793M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3821 clients. The team consists of 38 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
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

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DECISIONPOINT FINANCIAL, LLC

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QualificationsFirm CRD# 296988

Assets Under Management $689,179,776

No. Of Clients920

Clients Per Financial Advisor102

DECISIONPOINT FINANCIAL, LLC is a financial advisory firm situated in Mesa, Arizona. With a nearly $689M assets under management, the firm specializes in crafting personalized retirement planning solutions for 920 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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ROVIN CAPITAL

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QualificationsFirm CRD# 152662

Assets Under Management $596,130,000

No. Of Clients2034

Clients Per Financial Advisor226

ROVIN CAPITAL is a financial advisory firm situated in Mesa, Arizona. With a nearly $596M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2034 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

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NORTHRIM ADVISER, LLC

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QualificationsFirm CRD# 306796

Assets Under Management $261,000,000

No. Of Clients2

Clients Per Financial Advisor0

NORTHRIM ADVISER, LLC is a financial advisory firm situated in Mesa, Arizona. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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ACUTE INVESTMENT ADVISORY

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QualificationsFirm CRD# 170368

Assets Under Management $200,340,217

No. Of Clients1510

Clients Per Financial Advisor503

ACUTE INVESTMENT ADVISORY is a financial advisory firm situated in Mesa, Arizona. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1510 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (REFERRAL FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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TRIBECA FINANCIAL, LLC

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QualificationsFirm CRD# 113245

Assets Under Management $187,956,046

No. Of Clients523

Clients Per Financial Advisor87

TRIBECA FINANCIAL, LLC is a financial advisory firm situated in Mesa, Arizona. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 523 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
Other (REFERRAL FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (SOLICITATION)

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CLARITY WEALTH MANAGEMENT, L.L.C.

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QualificationsFirm CRD# 284874

Assets Under Management $167,683,432

No. Of Clients603

Clients Per Financial Advisor151

CLARITY WEALTH MANAGEMENT, L.L.C. is a financial advisory firm situated in Mesa, Arizona. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 603 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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RIDGELINE PRIVATE WEALTH

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QualificationsFirm CRD# 318258

Assets Under Management $162,315,717

No. Of Clients556

Clients Per Financial Advisor93

RIDGELINE PRIVATE WEALTH is a financial advisory firm situated in Mesa, Arizona. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 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
Fixed fees
Other (FLAT FEE)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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BASELINE PARTNERS LLC

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QualificationsFirm CRD# 301762

Assets Under Management $143,284,283

No. Of Clients2

Clients Per Financial Advisor0

BASELINE PARTNERS LLC is a financial advisory firm situated in Mesa, Arizona. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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TAURUM RETIREMENT PARTNERS, LLC

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QualificationsFirm CRD# 282017

Assets Under Management $113,825,700

No. Of Clients379

Clients Per Financial Advisor190

TAURUM RETIREMENT PARTNERS, LLC is a financial advisory firm situated in Mesa, Arizona. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 379 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (REFERRAL/SOLICITOR FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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PROSPER PRIVATE WEALTH

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QualificationsFirm CRD# 333708

Assets Under Management $112,686,573

No. Of Clients167

Clients Per Financial Advisor56

PROSPER PRIVATE WEALTH is a financial advisory firm situated in Mesa, Arizona. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 167 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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?

Get Matched With Planners

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