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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 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 Scottsdale, Arizona
Last Updated - April 25, 2025Scottsdale has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 81 non-vetted advisors in your local area. These retirement advisors in Scottsdale, Arizona have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Scottsdale, Arizona
VERIFIEDDave Stanfield
CFP®, EA
Evergreen Wealth Management
Qualifications
CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66
Minimum Assets Required
$100,000
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, 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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
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 | 18700 N. Hayden Road, Suite 255 Scottsdale, AZ, 85255 | $94,557,613,744 | 437201 | 6838 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034 | $57,786,360,253 | 69 | 121 | A percentage of AUM |
| 3 | 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253 | $32,630,475,936 | 25 | 152 | A percentage of AUM, Performance Based |
| 4 | 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 5 | 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251 | $6,370,551,613 | 20 | 105 | A percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES) |
| 6 | 8605 East Raintree Drive, Suite 280 Scottsdale, AZ, 85260 | $2,891,584,875 | 5334 | 58 | A percentage of AUM, Hourly charges |
| 7 | 4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251 | $2,727,993,120 | 1727 | 32 | A percentage of AUM |
| 8 | 4900 N. Scottsdale Road, Suite 2600 Scottsdale, AZ, 85251 | $2,556,150,742 | 4225 | 26 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 8355 East Hartford Drive, Suite 105 Scottsdale, AZ, 85255 | $2,260,449,578 | 4584 | 55 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 18700 North Hayden Road, Suite 470 Scottsdale, AZ, 85255 | $1,969,683,196 | 15595 | 125 | A percentage of AUM, Performance Based, Other (1031 ADVISORY FEES) |
| 11 | 8300 N Hayden Rd, Suite A207 Scottsdale, AZ, 85258 | $1,564,473,891 | 6591 | 49 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 6263 N. Scottsdale Road, Suite 200 Scottsdale, AZ, 85250 | $1,400,440,770 | 1982 | 19 | A percentage of AUM, Hourly charges |
| 13 | 7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ, 85258 | $1,359,224,640 | 359 | 5 | A percentage of AUM |
| 14 | 9383 East Bahia Drive, Suite 120 Scottsdale, AZ, 85260 | $1,196,259,533 | 2170 | 10 | A percentage of AUM, Subscription fees, Fixed fees |
| 15 | 7377 E. Doubletree Ranch Road, Suite 250 Scottsdale, AZ, 85258 | $1,191,853,438 | 1942 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Scottsdale, Arizona
QualificationsFirm CRD# 23131
Assets Under Management $94,557,613,744
No. Of Clients437201
Clients Per Financial Advisor64
OSAIC WEALTH, INC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 437201 clients. The team consists of 6838 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
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 111091
Assets Under Management $57,786,360,253
No. Of Clients69
Clients Per Financial Advisor1
VOYA INVESTMENTS, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 121 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 investment companies
- Selection for other advisors
QualificationsFirm CRD# 161573
Assets Under Management $32,630,475,936
No. Of Clients25
Clients Per Financial Advisor0
GI PARTNERS is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 152 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
QualificationsFirm CRD# 20804
Assets Under Management $9,326,336,708
No. Of Clients43221
Clients Per Financial Advisor76
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43221 clients. The team consists of 570 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 284363
Assets Under Management $6,370,551,613
No. Of Clients20
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 20 clients. The team consists of 105 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 vehicles
- Other (NON-DISCRETIONARY ADVISORY SERVICES TO SEPARATELY MANAGED ACCOUNT)
QualificationsFirm CRD# 153902
Assets Under Management $2,891,584,875
No. Of Clients5334
Clients Per Financial Advisor92
ASHTON THOMAS PRIVATE WEALTH is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5334 clients. The team consists of 58 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
- Pesnsion consulting services
- Selection for other advisors
- Other (VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE)
QualificationsFirm CRD# 153139
Assets Under Management $2,727,993,120
No. Of Clients1727
Clients Per Financial Advisor54
REDWOOD INVESTMENT MANAGEMENT, LLC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1727 clients. The team consists of 32 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
- Other (MODEL PORTFOLIO AND SUB-ADVISER TO INVESTMENT ADVISERS, AND SUB-ADVISER TO AFFILIATED INVESTMENT ADVISER.)
QualificationsFirm CRD# 111320
Assets Under Management $2,556,150,742
No. Of Clients4225
Clients Per Financial Advisor163
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4225 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 services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 109376
Assets Under Management $2,260,449,578
No. Of Clients4584
Clients Per Financial Advisor83
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 4584 clients. The team consists of 55 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
- Other (CONSULTING)
QualificationsFirm CRD# 158847
Assets Under Management $1,969,683,196
No. Of Clients15595
Clients Per Financial Advisor125
TRAJAN WEALTH, L.L.C. 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 15595 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
- Performance Based
- Other (1031 ADVISORY FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 151568
Assets Under Management $1,564,473,891
No. Of Clients6591
Clients Per Financial Advisor135
VERUS CAPITAL PARTNERS, 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 6591 clients. The team consists of 49 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
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 110623
Assets Under Management $1,400,440,770
No. Of Clients1982
Clients Per Financial Advisor104
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 1982 clients. The team consists of 19 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
- Selection for other advisors
QualificationsFirm CRD# 175300
Assets Under Management $1,359,224,640
No. Of Clients359
Clients Per Financial Advisor72
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 359 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 and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 108818
Assets Under Management $1,196,259,533
No. Of Clients2170
Clients Per Financial Advisor217
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 2170 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 153410
Assets Under Management $1,191,853,438
No. Of Clients1942
Clients Per Financial Advisor139
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 1942 clients. The team consists of 14 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
- Pesnsion consulting services
- Selection for other advisors
Retirement Planners Near You
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