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

Last Updated - April 11, 2025

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 22 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

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:

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

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:

Compensation/Fee

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

Find An Advisor

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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	14155 N. 83 Ave #144, Peoria, AZ, 85381	$294,982,648	2788	40	A percentage of AUM, Fixed fees, Commission Based
2	9125 W. Thunderbird Road, Suite 100, Peoria, AZ, 85381	$222,892,191	878	16	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Peoria, Arizona

KINGDOM FINANCIAL GROUP, LLC

Find an Advisor

QualificationsFirm CRD# 155676

Assets Under Management $294,982,648

No. Of Clients2788

Clients Per Financial Advisor70

KINGDOM FINANCIAL GROUP, LLC is a financial advisory firm situated in Peoria, Arizona. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2788 clients. The team consists of 40 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 services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

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CLARUS WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 281160

Assets Under Management $222,892,191

No. Of Clients878

Clients Per Financial Advisor55

CLARUS WEALTH ADVISORS, LLC is a financial advisory firm situated in Peoria, Arizona. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 878 clients. The team consists of 16 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

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?

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