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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 - April 19, 2024Tempe has 8 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Tempe, 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
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
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
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
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
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Top 6 Retirement Planning firms in Tempe, Arizona (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BILTMORE WEALTH MANAGEMENT, LLC 1400 E. Southern Avenue, Suite 650 Tempe, AZ, 85282 | $287,290,000 | 547 | 4 | A Percentage of AUM |
| 2 | INTRINSIC WEALTH COUNSEL, INC. 1255 W. Rio Salado Pkwy, Suite 115 Tempe, AZ, 85281 | $210,957,992 | 648 | 8 | 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 | $202,440,966 | 1188 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | SEROS FINANCIAL, LLC 2141 East Broadway Rd., Suite 220 Tempe, AZ, 85282 | $187,467,128 | 688 | 6 | 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 | $169,650,742 | 663 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 6 | HARDING WEALTH, INC. 222 S. Mill Avenue, #800 Tempe, AZ, 85281 | $101,340,562 | 353 | 3 | 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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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- Retirement Planners in Tempe, Arizona
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Looking for more choices? Use our free match service to compare retirement planners serving your area.