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Find Retirement Advisors for Retirement Planning in Tucson, 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 Tucson, Arizona
Last Updated - April 13, 2024Tucson has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 23 non-vetted advisors in your local area. These retirement advisors in Tucson, Arizona have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Tucson, Arizona
VERIFIEDJames Good
Attessa Capital
Qualifications
CRD# 6612231
Firm CRD# 306827
Series 65
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichelle Anthony
AIF®
Modern Wealth Management
Qualifications
CRD# 4512228
Firm CRD# 30833
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDMichael Treiberg
CFP®, ChFC®
Treiberg Wealth Management, Inc.
Qualifications
CRD# 2932321
Firm CRD# 6413
Series 6, 7, 24, 31, 63, 66
Minimum Assets Required
$25,000,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Tucson, Arizona (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop, Tucson, AZ, 85706-5041 | $19,885,317,307 | 148 | 123 | A Percentage of AUM |
| 2 | TCI WEALTH ADVISORS, INC. 4011 East Sunrise Drive, Tucson, AZ, 85718 | $3,431,526,695 | 9496 | 55 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | SONORA INVESTMENT MANAGEMENT 2343 E. Broadway Blvd, Suite 116, Tucson, AZ, 85719 | $1,978,888,208 | 3225 | 15 | A Percentage of AUM |
| 4 | SEM WEALTH MANAGEMENT 7367 E. Tanque Verde Rd, Tucson, AZ, 85715-3475 | $817,873,000 | 2643 | 11 | A Percentage of AUM |
| 5 | GR FINANCIAL GROUP, LLC 4556 E Camp Lowell, Tucson, AZ, 85712 | $739,834,966 | 2386 | 9 | A Percentage of AUM, Fixed Fees, Other (TECHNOLOGY FEE) |
| 6 | WELLSPRING FINANCIAL PARTNERS 4703 E. Camp Lowell Drive, Suite 135 Tucson, AZ, 85712 | $691,444,782 | 343 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | FINANCIAL DIRECTIONS LLC 1228 East Prince Road, Tucson, AZ, 85719 | $556,560,199 | 3665 | 4 | A Percentage of AUM, Fixed Fees |
| 8 | WEALTH MANAGEMENT PARTNERS, LLC 1980 E River Road, Suite 120 Tucson, AZ, 85718 | $514,335,508 | 1907 | 8 | A Percentage of AUM, Fixed Fees |
| 9 | CAMBRIDGE FINANCIAL GROUP, LLC 6700 N. Oracle Rd., Suite 324 Tucson, AZ, 85704 | $401,685,763 | 1269 | 9 | A Percentage of AUM, Fixed Fees, Other (% OF INCOME) |
| 10 | IRONWOOD FINANCIAL, LLC 1926 E. Ft. Lowell Road, Suite 100 Tucson, AZ, 85719 | $364,247,959 | 1104 | 6 | A Percentage of AUM |
| 11 | STERLING INVESTMENT MANAGEMENT, LLC 6262 North Swan Rd., Suite 210 Tucson, AZ, 85718 | $341,521,932 | 420 | 8 | A Percentage of AUM, Hourly charges |
| 12 | NOVA FINANCIAL SERVICES 1630 E River Rd, Suite 212 Tucson, AZ, 85718 | $290,301,691 | 1409 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | SOUTHWEST INVESTMENT ADVISORS, INC. 7594 N La Cholla, Tucson, AZ, 85741 | $235,267,774 | 1120 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | CAPITAL WEST PARTNERS, LLC 6842 E. Tanque Verde Road, Suite C Tucson, AZ, 85715 | $223,489,000 | 177 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | TREIBERG WEALTH MANAGEMENT 3573 East Sunrise Drive, Suite 115 Tucson, AZ, 85718 | $194,438,857 | 590 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Tucson, Arizona
QualificationsFirm CRD# 108674
Assets Under Management $19,885,317,307
No. Of Clients148
Clients Per Financial Advisor1
DAVIS SELECTED ADVISERS LP is a financial advisory firm situated in Tucson, Arizona. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 148 clients. The team consists of 123 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 107373
Assets Under Management $3,431,526,695
No. Of Clients9496
Clients Per Financial Advisor173
TCI WEALTH ADVISORS, INC. is a financial advisory firm situated in Tucson, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9496 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 315312
Assets Under Management $1,978,888,208
No. Of Clients3225
Clients Per Financial Advisor215
SONORA INVESTMENT MANAGEMENT is a financial advisory firm situated in Tucson, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3225 clients. The team consists of 15 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
QualificationsFirm CRD# 112142
Assets Under Management $817,873,000
No. Of Clients2643
Clients Per Financial Advisor240
SEM WEALTH MANAGEMENT is a financial advisory firm situated in Tucson, Arizona. With a nearly $818M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2643 clients. The team consists of 11 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# 172370
Assets Under Management $739,834,966
No. Of Clients2386
Clients Per Financial Advisor265
GR FINANCIAL GROUP, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $740M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2386 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (TECHNOLOGY FEE)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 158872
Assets Under Management $691,444,782
No. Of Clients343
Clients Per Financial Advisor38
WELLSPRING FINANCIAL PARTNERS is a financial advisory firm situated in Tucson, Arizona. With a nearly $691M assets under management, the firm specializes in crafting personalized retirement planning solutions for 343 clients. The team consists of 9 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
QualificationsFirm CRD# 108475
Assets Under Management $556,560,199
No. Of Clients3665
Clients Per Financial Advisor916
FINANCIAL DIRECTIONS LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $557M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3665 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 309790
Assets Under Management $514,335,508
No. Of Clients1907
Clients Per Financial Advisor238
WEALTH MANAGEMENT PARTNERS, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $514M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1907 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 117428
Assets Under Management $401,685,763
No. Of Clients1269
Clients Per Financial Advisor141
CAMBRIDGE FINANCIAL GROUP, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $402M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1269 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (% OF INCOME)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 151004
Assets Under Management $364,247,959
No. Of Clients1104
Clients Per Financial Advisor184
IRONWOOD FINANCIAL, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $364M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1104 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 112923
Assets Under Management $341,521,932
No. Of Clients420
Clients Per Financial Advisor53
STERLING INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $342M assets under management, the firm specializes in crafting personalized retirement planning solutions for 420 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 150148
Assets Under Management $290,301,691
No. Of Clients1409
Clients Per Financial Advisor176
NOVA FINANCIAL SERVICES is a financial advisory firm situated in Tucson, Arizona. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1409 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 312685
Assets Under Management $235,267,774
No. Of Clients1120
Clients Per Financial Advisor280
SOUTHWEST INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Tucson, Arizona. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1120 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 130762
Assets Under Management $223,489,000
No. Of Clients177
Clients Per Financial Advisor59
CAPITAL WEST PARTNERS, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 177 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 284140
Assets Under Management $194,438,857
No. Of Clients590
Clients Per Financial Advisor98
TREIBERG WEALTH MANAGEMENT is a financial advisory firm situated in Tucson, Arizona. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 590 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
- 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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Looking for more choices? Use our free match service to compare retirement planners serving your area.