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

Last Updated - May 13, 2024

Tempe has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Tempe, Arizona have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Tempe, Arizona

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Trent 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

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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

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Nathan 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

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Dave 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

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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

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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

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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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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 6 Retirement Planning firms in Tempe, Arizona (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BILTMORE WEALTH MANAGEMENT, LLC
1400 E. Southern Avenue, Suite 650
Tempe, AZ, 85282
$287,290,0005474
A Percentage of AUM
2
INTRINSIC WEALTH COUNSEL, INC.
1255 W. Rio Salado Pkwy, Suite 115
Tempe, AZ, 85281
$210,957,9926488
A Percentage of AUM, Hourly charges, Other (MINIMUM RETAINER FEE)
3
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
1095 West Rio Salado Parkway, Suite 101
Tempe, AZ, 85281
$202,440,96611885
A Percentage of AUM, Hourly charges, Fixed Fees
4
SEROS FINANCIAL, LLC
2141 East Broadway Rd., Suite 220
Tempe, AZ, 85282
$187,467,1286886
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
5
JOHNSON FINANCIAL ADVISORS
1095 W Rio Salado Parkway, Suite 201
Tempe, AZ, 85281-2610
$169,650,7426633
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
6
HARDING WEALTH, INC.
222 S. Mill Avenue, #800
Tempe, AZ, 85281
$101,340,5623533
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Tempe, Arizona

QualificationsFirm CRD# 151365

Assets Under Management $287,290,000

No. Of Clients547

Clients Per Financial Advisor137

BILTMORE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Tempe, Arizona. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 547 clients. The team consists of 4 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
View Full Profile

QualificationsFirm CRD# 105022

Assets Under Management $210,957,992

No. Of Clients648

Clients Per Financial Advisor81

INTRINSIC WEALTH COUNSEL, INC. is a financial advisory firm situated in Tempe, Arizona. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 648 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
  • Other (MINIMUM RETAINER FEE)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 306068

Assets Under Management $202,440,966

No. Of Clients1188

Clients Per Financial Advisor238

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Tempe, Arizona. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1188 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 166808

Assets Under Management $187,467,128

No. Of Clients688

Clients Per Financial Advisor115

SEROS FINANCIAL, LLC is a financial advisory firm situated in Tempe, Arizona. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 688 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
  • Hourly charges
  • 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# 104621

Assets Under Management $169,650,742

No. Of Clients663

Clients Per Financial Advisor221

JOHNSON FINANCIAL ADVISORS is a financial advisory firm situated in Tempe, Arizona. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 663 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
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 282686

Assets Under Management $101,340,562

No. Of Clients353

Clients Per Financial Advisor118

HARDING WEALTH, INC. is a financial advisory firm situated in Tempe, Arizona. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 353 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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