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Find Retirement Advisors for Retirement Planning in Scottsdale, 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 Scottsdale, Arizona
Last Updated - April 21, 2024Scottsdale has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 71 non-vetted advisors in your local area. These retirement advisors in Scottsdale, Arizona have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Scottsdale, Arizona
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
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
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Scottsdale, Arizona (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034 | $53,243,468,890 | 65 | 135 | A Percentage of AUM, Performance Based |
| 2 | GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253 | $31,053,928,632 | 21 | 150 | A Percentage of AUM, Performance Based |
| 3 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 4 | BALBEC CAPITAL MANAGEMENT LP 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251 | $5,606,257,800 | 19 | 96 | A Percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES) |
| 5 | REDWOOD INVESTMENT MANAGEMENT, LLC. 4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251 | $2,385,975,981 | 1444 | 31 | A Percentage of AUM, Performance Based |
| 6 | STOKER OSTLER, A PART OF BMO FINANCIAL GROUP 4900 N. Scottsdale Road, Suite 2600 Scottsdale, AZ, 85251 | $2,165,479,313 | 3792 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ASHTON THOMAS PRIVATE WEALTH 15279 N Scottsdale Road, Suite B2-215 Scottsdale, AZ, 85254 | $2,003,187,684 | 4533 | 48 | A Percentage of AUM, Hourly charges |
| 8 | TREK FINANCIAL 8355 East Hartford Drive, Suite 105 Scottsdale, AZ, 85255 | $1,876,635,074 | 9873 | 57 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | TOTAL INVESTMENT MANAGEMENT, INC. 9383 East Bahia Drive, Suite 120 Scottsdale, AZ, 85260 | $1,236,051,813 | 2542 | 10 | A Percentage of AUM, Subscription Fees, Fixed Fees |
| 10 | IRONWOOD INVESTMENT COUNSEL, LLC 14646 N. Kierland Blvd, Suite 135 Scottsdale, AZ, 85254-2762 | $1,179,401,550 | 2206 | 17 | A Percentage of AUM, Hourly charges |
| 11 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS 7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ, 85258 | $1,157,404,610 | 341 | 5 | A Percentage of AUM |
| 12 | GALVIN, GAUSTAD & STEIN, LLC 7377 E. Doubletree Ranch Road, Suite 250 Scottsdale, AZ, 85258 | $1,105,393,663 | 1982 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS 8985 E. Bell Road, Scottsdale, AZ, 85260 | $1,081,197,518 | 6426 | 90 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PORTION OF THIRD PARTY MANAGER FEES) |
| 14 | TRAJAN WEALTH, L.L.C. 7702 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258 | $1,053,148,208 | 12343 | 86 | A Percentage of AUM, Performance Based, Other (1031 ADVISORY FEES) |
| 15 | VERUS CAPITAL PARTNERS, LLC 14301 N 87th Street, Suite 307 Scottsdale, AZ, 85260 | $948,186,511 | 4226 | 47 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Scottsdale, Arizona
QualificationsFirm CRD# 111091
Assets Under Management $53,243,468,890
No. Of Clients65
Clients Per Financial Advisor0
VOYA INVESTMENTS, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 65 clients. The team consists of 135 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 Investment
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 161573
Assets Under Management $31,053,928,632
No. Of Clients21
Clients Per Financial Advisor0
GI PARTNERS is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 150 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# 20804
Assets Under Management $6,085,656,351
No. Of Clients50361
Clients Per Financial Advisor89
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50361 clients. The team consists of 567 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 284363
Assets Under Management $5,606,257,800
No. Of Clients19
Clients Per Financial Advisor0
BALBEC CAPITAL MANAGEMENT LP is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 96 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (ASSET MANAGEMENT FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 153139
Assets Under Management $2,385,975,981
No. Of Clients1444
Clients Per Financial Advisor47
REDWOOD INVESTMENT MANAGEMENT, LLC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1444 clients. The team consists of 31 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 Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 111320
Assets Under Management $2,165,479,313
No. Of Clients3792
Clients Per Financial Advisor146
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3792 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 153902
Assets Under Management $2,003,187,684
No. Of Clients4533
Clients Per Financial Advisor94
ASHTON THOMAS PRIVATE WEALTH is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4533 clients. The team consists of 48 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109376
Assets Under Management $1,876,635,074
No. Of Clients9873
Clients Per Financial Advisor173
TREK FINANCIAL is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9873 clients. The team consists of 57 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 108818
Assets Under Management $1,236,051,813
No. Of Clients2542
Clients Per Financial Advisor254
TOTAL INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2542 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
- Subscription Fees
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 110623
Assets Under Management $1,179,401,550
No. Of Clients2206
Clients Per Financial Advisor130
IRONWOOD INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2206 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 175300
Assets Under Management $1,157,404,610
No. Of Clients341
Clients Per Financial Advisor68
GLOBAL STRATEGIC INVESTMENT SOLUTIONS is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 clients. The team consists of 5 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
- Selection of Other Advisors
QualificationsFirm CRD# 153410
Assets Under Management $1,105,393,663
No. Of Clients1982
Clients Per Financial Advisor152
GALVIN, GAUSTAD & STEIN, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1982 clients. The team consists of 13 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 169045
Assets Under Management $1,081,197,518
No. Of Clients6426
Clients Per Financial Advisor71
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6426 clients. The team consists of 90 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 (PORTION OF THIRD PARTY MANAGER FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 158847
Assets Under Management $1,053,148,208
No. Of Clients12343
Clients Per Financial Advisor144
TRAJAN WEALTH, L.L.C. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12343 clients. The team consists of 86 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (1031 ADVISORY FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 151568
Assets Under Management $948,186,511
No. Of Clients4226
Clients Per Financial Advisor90
VERUS CAPITAL PARTNERS, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $948M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4226 clients. The team consists of 47 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
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Retirement Planners Near You
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