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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 - September 6, 2024

Peoria has 6 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 21 years of experience.

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List of Qualified Retirement Planning Advisors in Peoria, Arizona

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

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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:

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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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:

Compensation/Fee

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

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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

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

Qualifications
CRD# 5453404
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Address

3100 West Ray Road, Suite 334,
Suite 801,
Chandler, AZ 85226 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	KINGDOM FINANCIAL GROUP, LLC 14155 N. 83 Ave #144, Peoria, AZ, 85381	$219,768,440	2456	26	A Percentage of AUM, Fixed Fees, Commission Based
2	CLARUS WEALTH ADVISORS, LLC 9125 W. Thunderbird Road, Suite 100, Peoria, AZ, 85381	$200,340,862	1022	12	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Peoria, Arizona

KINGDOM FINANCIAL GROUP, LLC

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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

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CLARUS WEALTH ADVISORS, LLC

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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

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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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