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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 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 Phoenix, Arizona
Last Updated - April 20, 2024Phoenix has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 35 non-vetted advisors in your local area. These retirement advisors in Phoenix, Arizona have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Phoenix, Arizona
VERIFIEDNathan 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
VERIFIEDWilson 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
VERIFIEDTrent 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
VERIFIEDAaron 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
VERIFIEDMarcus 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
VERIFIEDBruce 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
VERIFIEDRyan Kidd
CRC®
Validus Financial Associates
Qualifications
CRD# 4953236
Firm CRD# 6413
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Phoenix, Arizona (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SMEAD CAPITAL MANAGEMENT, INC. 2777 East Camelback Road, Suite 375 Phoenix, AZ, 85016 | $5,250,997,806 | 79 | 16 | A Percentage of AUM |
| 2 | FOUNDATIONS INVESTMENT ADVISORS LLC 4050 E. Cotton Center Blvd., Suite 40 Phoenix, AZ, 85040 | $4,694,256,189 | 40472 | 229 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | INDIGO PARTNERS LLC 2525 East Camelback Rd., Suite 900 Phoenix, AZ, 85016-4278 | $3,586,680,165 | 20 | 9 | A Percentage of AUM, Performance Based |
| 4 | TFO FAMILY OFFICE PARTNERS 5060 North 40th Street, Suite 200 Phoenix, AZ, 85018 | $3,340,454,739 | 1685 | 64 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF NET WORTH) |
| 5 | DYNAMIC WEALTH ADVISORS 2415 East Camelback Road, Suite 700 Phoenix, AZ, 85016 | $3,252,482,987 | 12207 | 120 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES) |
| 6 | SOVEREIGN INVESTMENT ADVISORS LLC 3930 E Ray Road Suite 170, Phoenix, AZ, 85044 | $2,101,596,381 | 129 | 9 | A Percentage of AUM, Fixed Fees |
| 7 | PFG ADVISORS 3200 N. Central Ave, Suite #200 Phoenix, AZ, 85012 | $1,835,590,579 | 9045 | 94 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | L. ROY PAPP & ASSOCIATES, LLP 2201 E. Camelback Road, Suite 227b Phoenix, AZ, 85016 | $1,264,971,951 | 1724 | 10 | A Percentage of AUM |
| 9 | VERSANT CAPITAL MANAGEMENT, INC. 2394 East Camelback Road, Suite 100 Phoenix, AZ, 85016-9260 | $863,585,884 | 1250 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | WALL CAPITAL GROUP, INC. 2550 W. Union Hills Drive, Suite 350 Phoenix, AZ, 85027 | $630,225,976 | 992 | 6 | A Percentage of AUM, Fixed Fees |
| 11 | CLAREMONT CAPITAL MANAGEMENT, LLC 333 E Osborn Road, Suite 300 Phoenix, AZ, 85012 | $621,030,238 | 25 | 3 | A Percentage of AUM |
| 12 | WINDSOR CAPITAL MANAGEMENT, LLC 20860 North Tatum Blvd., Suite 220 Phoenix, AZ, 85050 | $587,483,051 | 1207 | 8 | A Percentage of AUM, Hourly charges |
| 13 | HERITAGE WEALTH MANAGEMENT, LLC 2355 E. Camelback Road, Ste. 330 Phoenix, AZ, 85016 | $545,050,946 | 807 | 28 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | AWM CAPITAL, LLC 1 N. 1st Street, Suite 700 Phoenix, AZ, 85004 | $530,893,901 | 1626 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | RRA CAPITAL 5050 North 40th Street, Suite 340 Phoenix, AZ, 85018 | $345,232,252 | 3 | 22 | A Percentage of AUM, Performance Based, Other (ORIGINATION FEES, SERVICING FEES, MODIFICATION FEES) |
Information on Top Retirement Planning firms in Phoenix, Arizona
QualificationsFirm CRD# 143567
Assets Under Management $5,250,997,806
No. Of Clients79
Clients Per Financial Advisor5
SMEAD CAPITAL MANAGEMENT, INC. 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 79 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 175083
Assets Under Management $4,694,256,189
No. Of Clients40472
Clients Per Financial Advisor177
FOUNDATIONS INVESTMENT ADVISORS LLC 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 40472 clients. The team consists of 229 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
- Selection of Other Advisors
QualificationsFirm CRD# 163648
Assets Under Management $3,586,680,165
No. Of Clients20
Clients Per Financial Advisor2
INDIGO PARTNERS LLC 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 20 clients. The team consists of 9 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
QualificationsFirm CRD# 159440
Assets Under Management $3,340,454,739
No. Of Clients1685
Clients Per Financial Advisor26
TFO FAMILY OFFICE PARTNERS 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 1685 clients. The team consists of 64 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 151367
Assets Under Management $3,252,482,987
No. Of Clients12207
Clients Per Financial Advisor102
DYNAMIC WEALTH 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 12207 clients. The team consists of 120 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 149040
Assets Under Management $2,101,596,381
No. Of Clients129
Clients Per Financial Advisor14
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 129 clients. The team consists of 9 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 173344
Assets Under Management $1,835,590,579
No. Of Clients9045
Clients Per Financial Advisor96
PFG ADVISORS 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 9045 clients. The team consists of 94 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105130
Assets Under Management $1,264,971,951
No. Of Clients1724
Clients Per Financial Advisor172
L. ROY PAPP & ASSOCIATES, LLP is a financial advisory firm situated in Phoenix, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1724 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
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 131692
Assets Under Management $863,585,884
No. Of Clients1250
Clients Per Financial Advisor69
VERSANT CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $864M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1250 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105913
Assets Under Management $630,225,976
No. Of Clients992
Clients Per Financial Advisor165
WALL CAPITAL GROUP, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $630M assets under management, the firm specializes in crafting personalized retirement planning solutions for 992 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 155189
Assets Under Management $621,030,238
No. Of Clients25
Clients Per Financial Advisor8
CLAREMONT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $621M assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 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
- Portfolio Management for Business
QualificationsFirm CRD# 116593
Assets Under Management $587,483,051
No. Of Clients1207
Clients Per Financial Advisor151
WINDSOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $587M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1207 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 287909
Assets Under Management $545,050,946
No. Of Clients807
Clients Per Financial Advisor29
HERITAGE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $545M assets under management, the firm specializes in crafting personalized retirement planning solutions for 807 clients. The team consists of 28 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 287980
Assets Under Management $530,893,901
No. Of Clients1626
Clients Per Financial Advisor77
AWM CAPITAL, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $531M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1626 clients. The team consists of 21 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
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 306287
Assets Under Management $345,232,252
No. Of Clients3
Clients Per Financial Advisor0
RRA CAPITAL is a financial advisory firm situated in Phoenix, Arizona. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (ORIGINATION FEES
- SERVICING FEES
- MODIFICATION FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
Retirement Planners Near You
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