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

Last Updated - April 24, 2025

Phoenix has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 32 non-vetted advisors in your local area. These retirement advisors in Phoenix, Arizona have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Phoenix, Arizona

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg 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

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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advisor
vector.svg VERIFIED

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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advisor
vector.svg VERIFIED

Ryan Kidd
CRC®
Validus Financial Associates

Qualifications
CRD# 4953236
Firm CRD# 6413

Minimum Assets Required
$100,000

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Phoenix, Arizona (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4050 E. Cotton Center Blvd., Suite 40
Phoenix, AZ, 85040
$6,709,525,29048764240
A percentage of AUM, Hourly charges, Fixed fees
2

2502 East Camelback Road, Suite 210
Phoenix, AZ, 85016
$6,072,332,2688717
A percentage of AUM
3

2415 East Camelback Road, Suite 700
Phoenix, AZ, 85016
$4,829,248,14514988125
A percentage of AUM, Hourly charges, Fixed fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)
4

5060 North 40th Street, Suite 200
Phoenix, AZ, 85018
$3,824,063,292186875
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH)
5

2525 East Camelback Rd., Suite 900
Phoenix, AZ, 85016-4278
$2,925,561,697218
A percentage of AUM, Performance Based
6

3200 N. Central Ave, Suite #200
Phoenix, AZ, 85012
$2,830,846,51912918115
A percentage of AUM, Hourly charges, Fixed fees
7

3930 E Ray Road Suite 170,
Phoenix, AZ, 85044
$2,327,230,6301398
A percentage of AUM, Fixed fees
8

2201 E. Camelback Road, Suite 227b
Phoenix, AZ, 85016
$1,534,106,429183310
A percentage of AUM
9

2394 East Camelback Road, Suite 100
Phoenix, AZ, 85016-9260
$900,479,5281560515
A percentage of AUM, Hourly charges, Fixed fees
10

1 N. 1st Street, Suite 700
Phoenix, AZ, 85004
$860,648,664246330
A percentage of AUM, Hourly charges, Fixed fees
11

333 E Osborn Road, Suite 300
Phoenix, AZ, 85012
$734,852,143263
A percentage of AUM
12

3930 E. Ray Road, Suite 155
Phoenix, AZ, 85044
$689,082,702225018
A percentage of AUM, Hourly charges, Fixed fees
13

20860 North Tatum Blvd., Suite 220
Phoenix, AZ, 85050
$664,971,19711958
A percentage of AUM, Hourly charges
14

2550 W. Union Hills Drive, Suite 350
Phoenix, AZ, 85027
$657,740,17411526
A percentage of AUM, Fixed fees
15

5050 North 40th Street, Suite 340
Phoenix, AZ, 85018
$432,818,873225
A percentage of AUM, Performance Based, Other (ORIGINATION, ASSET MANAGEMENT, SERVICING AND MODIFICATION FEES)

Information on Top Retirement Planning firms in Phoenix, Arizona

QualificationsFirm CRD# 175083

Assets Under Management $6,709,525,290

No. Of Clients48764

Clients Per Financial Advisor203

FOUNDATIONS INVESTMENT ADVISORS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 48764 clients. The team consists of 240 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
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 143567

Assets Under Management $6,072,332,268

No. Of Clients87

Clients Per Financial Advisor5

SMEAD CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 151367

Assets Under Management $4,829,248,145

No. Of Clients14988

Clients Per Financial Advisor120

DYNAMIC WEALTH ADVISORS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14988 clients. The team consists of 125 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM)
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QualificationsFirm CRD# 159440

Assets Under Management $3,824,063,292

No. Of Clients1868

Clients Per Financial Advisor25

TFO FAMILY OFFICE PARTNERS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1868 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (PERCENTAGE OF NET WORTH)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES)
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QualificationsFirm CRD# 163648

Assets Under Management $2,925,561,697

No. Of Clients21

Clients Per Financial Advisor3

INDIGO PARTNERS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 8 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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QualificationsFirm CRD# 173344

Assets Under Management $2,830,846,519

No. Of Clients12918

Clients Per Financial Advisor112

PFG ADVISORS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12918 clients. The team consists of 115 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
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 149040

Assets Under Management $2,327,230,630

No. Of Clients139

Clients Per Financial Advisor17

SOVEREIGN INVESTMENT ADVISORS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 139 clients. The team consists of 8 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

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 105130

Assets Under Management $1,534,106,429

No. Of Clients1833

Clients Per Financial Advisor183

L. ROY PAPP & ASSOCIATES, LLP is a financial advisory firm situated in Phoenix, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1833 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 131692

Assets Under Management $900,479,528

No. Of Clients15605

Clients Per Financial Advisor1040

VERSANT CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $900M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15605 clients. The team consists of 15 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
  • Selection for other advisors
  • Other (CONSULTING)
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QualificationsFirm CRD# 287980

Assets Under Management $860,648,664

No. Of Clients2463

Clients Per Financial Advisor82

AWM CAPITAL, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $861M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2463 clients. The team consists of 30 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
View Full Profile

QualificationsFirm CRD# 155189

Assets Under Management $734,852,143

No. Of Clients26

Clients Per Financial Advisor9

CLAREMONT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $735M assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 316544

Assets Under Management $689,082,702

No. Of Clients2250

Clients Per Financial Advisor125

BROOKWOOD INVESTMENT GROUP is a financial advisory firm situated in Phoenix, Arizona. With a nearly $689M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2250 clients. The team consists of 18 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
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 116593

Assets Under Management $664,971,197

No. Of Clients1195

Clients Per Financial Advisor149

WINDSOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $665M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1195 clients. The team consists of 8 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
  • Other (ADVISORY CONSULTING SERVICES)
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QualificationsFirm CRD# 105913

Assets Under Management $657,740,174

No. Of Clients1152

Clients Per Financial Advisor192

WALL CAPITAL GROUP, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $658M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1152 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 306287

Assets Under Management $432,818,873

No. Of Clients2

Clients Per Financial Advisor0

RRA CAPITAL is a financial advisory firm situated in Phoenix, Arizona. With a nearly $433M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ORIGINATION
  • ASSET MANAGEMENT
  • SERVICING AND MODIFICATION FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (3(C)5 REAL ESTATE INVESTMENT FUNDS)
View Full Profile

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