National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 - June 12, 2024

Scottsdale has 7 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 19 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Scottsdale, Arizona

advisor-photo
vector.svg VERIFIED

Trent White
JD, CFP®
Luminvest 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

advisor-photo
vector.svg VERIFIED

Bruce 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

advisor-photo
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

advisor-photo
vector.svg VERIFIED

Wilson 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

advisor-photo
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

advisor-photo
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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
VOYA INVESTMENTS, LLC
7337 E. Doubletree Ranch Road, Suite 100
Scottsdale, AZ, 85258-2034
$53,243,468,89065135
A Percentage of AUM, Performance Based
2
GI PARTNERS
6720 N Scottsdale Road, Suite 350
Scottsdale, AZ, 85253
$31,053,928,63221150
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
$6,085,656,35150361567
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
4
BALBEC CAPITAL MANAGEMENT LP
7114 E Stetson Drive, Suite 250
Scottsdale, AZ, 85251
$5,606,257,8001996
A Percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES)
5
REDWOOD INVESTMENT MANAGEMENT, LLC.
4110 N. Scottsdale Rd., Ste. 125,
Scottsdale, AZ, 85251
$2,385,975,981144431
A Percentage of AUM, Performance Based
6
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
4900 N. Scottsdale Road, Suite 2600
Scottsdale, AZ, 85251
$2,165,479,313379226
A Percentage of AUM, Hourly charges, Fixed Fees
7
ASHTON THOMAS PRIVATE WEALTH
15279 N Scottsdale Road, Suite B2-215
Scottsdale, AZ, 85254
$2,003,187,684453348
A Percentage of AUM, Hourly charges
8
TREK FINANCIAL
8355 East Hartford Drive, Suite 105
Scottsdale, AZ, 85255
$1,876,635,074987357
A Percentage of AUM, Hourly charges, Fixed Fees
9
TOTAL INVESTMENT MANAGEMENT, INC.
9383 East Bahia Drive, Suite 120
Scottsdale, AZ, 85260
$1,236,051,813254210
A Percentage of AUM, Subscription Fees, Fixed Fees
10
IRONWOOD INVESTMENT COUNSEL, LLC
14646 N. Kierland Blvd, Suite 135
Scottsdale, AZ, 85254-2762
$1,179,401,550220617
A Percentage of AUM, Hourly charges
11
GLOBAL STRATEGIC INVESTMENT SOLUTIONS
7337 East Doubletree Ranch Road, Suite C-165,
Scottsdale, AZ, 85258
$1,157,404,6103415
A Percentage of AUM
12
GALVIN, GAUSTAD & STEIN, LLC
7377 E. Doubletree Ranch Road, Suite 250
Scottsdale, AZ, 85258
$1,105,393,663198213
A Percentage of AUM, Hourly charges, Fixed Fees
13
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
8985 E. Bell Road,
Scottsdale, AZ, 85260
$1,081,197,518642690
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
$1,053,148,2081234386
A Percentage of AUM, Performance Based, Other (1031 ADVISORY FEES)
15
VERUS CAPITAL PARTNERS, LLC
14301 N 87th Street, Suite 307
Scottsdale, AZ, 85260
$948,186,511422647
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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

Get Matched With Planners