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 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.
Tucson has 4 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 Tucson, Arizona have an average of 23 years of experience.
Michelle Anthony
AIF®
Modern Wealth Management
Qualifications
CRD# 4512228
Firm CRD# 30833
Series 7, 31, 66
Minimum Assets Required
$250,000
Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based, Commissions, Flat Fee, Based on Assets
Michael Treiberg
CFP®, ChFC®
Treiberg Wealth Management, Inc.
Qualifications
CRD# 2932321
Firm CRD# 6413
Series 6, 7, 24, 31, 63, 66
Minimum Assets Required
$25,000,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
James Good
Attessa Capital
Qualifications
CRD# 6612231
Firm CRD# 306827
Series 65
Minimum Assets Required
$1,000,000
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, Estate Planning & Trusts.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NRG WEALTH MANAGEMENT 12115 North Oracle Road, Suite 151 Oro Valley, AZ, 85737 | $139,994,827 | 356 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 289548
Assets Under Management $139,994,827
No. Of Clients356
Clients Per Financial Advisor119
NRG WEALTH MANAGEMENT is a financial advisory firm situated in Oro Valley, Arizona. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 356 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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