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Find Retirement Advisors for Retirement Planning in Peoria, Arizona

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 Peoria, Arizona

Last Updated - May 13, 2024

Peoria has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Peoria, Arizona have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Peoria, Arizona

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Aaron C. Montez
CFP®
Validus Financial Associates

Qualifications
CRD# 4108246
Firm CRD# 6413
Series 6, 7, 24, 63, 66

Minimum Assets Required
$100,000

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

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Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates

Qualifications
CRD# 6103189
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

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, Flat Fee, Based on Assets

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Nathan Bardin
CFP®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6436455
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Dave Stanfield
CFP®, EA
Evergreen Wealth Management

Qualifications
CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66

Minimum Assets Required
$100,000

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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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

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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Trent White
JD, CFP®
Omnia Wealth Management

Qualifications
CRD# 5592136
Firm CRD# 326261
Series 7, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

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Wilson Mitchell
CFP®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 5453404
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 2 Retirement Planning firms in Peoria, Arizona (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
KINGDOM FINANCIAL GROUP, LLC
14155 N. 83 Ave #144,
Peoria, AZ, 85381
$219,768,440245626
A Percentage of AUM, Fixed Fees, Commission Based
2
CLARUS WEALTH ADVISORS, LLC
9125 W. Thunderbird Road, Suite 100,
Peoria, AZ, 85381
$200,340,862102212
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Peoria, Arizona

QualificationsFirm CRD# 155676

Assets Under Management $219,768,440

No. Of Clients2456

Clients Per Financial Advisor94

KINGDOM FINANCIAL GROUP, LLC is a financial advisory firm situated in Peoria, Arizona. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2456 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 281160

Assets Under Management $200,340,862

No. Of Clients1022

Clients Per Financial Advisor85

CLARUS WEALTH ADVISORS, LLC is a financial advisory firm situated in Peoria, Arizona. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1022 clients. The team consists of 12 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
  • Portfolio Management for Individuals
View Full Profile

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