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Find Retirement Advisors for Retirement Planning in Tempe, Arizona

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Tempe, Arizona

Last Updated - April 25, 2025

Tempe has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Tempe, Arizona have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Tempe, Arizona

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3100 West Ray Road,
Suite 334,
Chandler, AZ 85226 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4742 N. 24th Street,
Suite 400,
Phoenix, AZ 85016 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Dave Stanfield
CFP^®, EA
Evergreen Wealth Management

Qualifications
CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66

Minimum Assets Required
$100,000

Address

7047 E Greenway Pkwy,
Suite 250,
Scottsdale, AZ 85254 See Details

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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VERIFIED

Ryan Kidd
CRC^®
Validus Financial Associates

Qualifications
CRD# 4953236
Firm CRD# 6413

Minimum Assets Required
$100,000

Address

8502 E. Princess Dr. #230,
Scottsdale, AZ 85255 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

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

Address

8877 West Union Hills Drive Suite 540,
Peoria, AZ 85382 See Details

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

Find An Advisor

VERIFIED

Marcus Luckeneder
CFP^®, AAMS^®
Validus Financial Associates

Qualifications
CRD# 6103189
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Address

8877 West Union Hills Drive,
Suite 540,
Peoria, AZ 85382 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

Top 10 Retirement Planning firms in Tempe, Arizona (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1400 E. Southern Avenue, Suite 650 Tempe, AZ, 85282	$396,736,147	568	4	A percentage of AUM
2	1095 West Rio Salado Parkway, Suite 101 Tempe, AZ, 85281	$265,729,297	1440	5	A percentage of AUM, Fixed fees
3	2141 East Broadway Rd., Suite 220 Tempe, AZ, 85282	$260,841,497	890	4	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
4	1255 W. Rio Salado Pkwy, Suite 115 Tempe, AZ, 85281	$252,828,161	664	8	A percentage of AUM, Hourly charges, Other (MINIMUM RETAINER FEE)
5	1095 W Rio Salado Parkway, Suite 201 Tempe, AZ, 85281-2610	$191,094,292	682	3	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
6	2151 E Broadway, Suite 203 Tempe, AZ, 85282	$174,578,704	788	6	A percentage of AUM, Hourly charges
7	222 S. Mill Avenue, #800 Tempe, AZ, 85281	$162,138,463	475	3	A percentage of AUM, Fixed fees
8	222 S Mill Ave, Ste 800 Tempe, AZ, 85281	$116,525,671	340	4	A percentage of AUM
9	7855 S. River Parkway, Suite 206 Tempe, AZ, 85284	$102,335,147	636	16	A percentage of AUM
10	398 S Mill Avenue, Suite 302 Tempe, AZ, 85281	$43,306,543	402	3	A percentage of AUM

Information on Top Retirement Planning firms in Tempe, Arizona

BILTMORE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 151365

Assets Under Management $396,736,147

No. Of Clients568

Clients Per Financial Advisor142

BILTMORE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Tempe, Arizona. With a nearly $397M assets under management, the firm specializes in crafting personalized retirement planning solutions for 568 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 and/or small businesses
Portfolio management for businesses or institutional clients

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GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 306068

Assets Under Management $265,729,297

No. Of Clients1440

Clients Per Financial Advisor288

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Tempe, Arizona. With a nearly $266M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1440 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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SEROS FINANCIAL, LLC

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QualificationsFirm CRD# 166808

Assets Under Management $260,841,497

No. Of Clients890

Clients Per Financial Advisor223

SEROS FINANCIAL, LLC is a financial advisory firm situated in Tempe, Arizona. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 890 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
Hourly charges
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

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INTRINSIC WEALTH COUNSEL, INC.

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QualificationsFirm CRD# 105022

Assets Under Management $252,828,161

No. Of Clients664

Clients Per Financial Advisor83

INTRINSIC WEALTH COUNSEL, INC. is a financial advisory firm situated in Tempe, Arizona. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 664 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 services
Portfolio management for individuals and/or small businesses

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JOHNSON FINANCIAL ADVISORS

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QualificationsFirm CRD# 104621

Assets Under Management $191,094,292

No. Of Clients682

Clients Per Financial Advisor227

JOHNSON FINANCIAL ADVISORS is a financial advisory firm situated in Tempe, Arizona. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 682 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

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FINANCIAL LIFE PLANNERS

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QualificationsFirm CRD# 129415

Assets Under Management $174,578,704

No. Of Clients788

Clients Per Financial Advisor131

FINANCIAL LIFE PLANNERS is a financial advisory firm situated in Tempe, Arizona. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 788 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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HARDING WEALTH, INC.

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QualificationsFirm CRD# 282686

Assets Under Management $162,138,463

No. Of Clients475

Clients Per Financial Advisor158

HARDING WEALTH, INC. is a financial advisory firm situated in Tempe, Arizona. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 475 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 services
Portfolio management for individuals and/or small businesses

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OPTIMA CAPITAL MANAGEMENT

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QualificationsFirm CRD# 306036

Assets Under Management $116,525,671

No. Of Clients340

Clients Per Financial Advisor85

OPTIMA CAPITAL MANAGEMENT is a financial advisory firm situated in Tempe, Arizona. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 340 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

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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MARTINSEN WEALTH MANAGEMENT

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QualificationsFirm CRD# 332433

Assets Under Management $102,335,147

No. Of Clients636

Clients Per Financial Advisor40

MARTINSEN WEALTH MANAGEMENT is a financial advisory firm situated in Tempe, Arizona. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 636 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

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

EMBARK WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 157950

Assets Under Management $43,306,543

No. Of Clients402

Clients Per Financial Advisor134

EMBARK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Tempe, Arizona. With a nearly $43M assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 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

Financial planning services
Portfolio management for individuals and/or small businesses

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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

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