Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 Tucson, Arizona
Last Updated - April 24, 2025Tucson has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Tucson, Arizona have an average of 22 years of experience.
HELP ME FIND MY PLANNER
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
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
VERIFIEDQualifications
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
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 | 3600 E. Hemisphere Loop, Tucson, AZ, 85706-5041 | $22,942,793,322 | 142 | 123 | A percentage of AUM |
| 2 | 4011 East Sunrise Drive, Tucson, AZ, 85718 | $4,091,666,732 | 10252 | 63 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 2343 E. Broadway Blvd, Suite 116, Tucson, AZ, 85719 | $1,962,270,353 | 3330 | 15 | A percentage of AUM |
| 4 | 4703 E. Camp Lowell Drive, Suite 135 Tucson, AZ, 85712 | $1,016,208,473 | 430 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 4556 E Camp Lowell, Tucson, AZ, 85712 | $814,799,726 | 2394 | 9 | A percentage of AUM, Fixed fees, Performance Based, Other (TECHNOLOGY FEE) |
| 6 | 1228 East Prince Road, Tucson, AZ, 85719 | $672,472,149 | 3200 | 3 | A percentage of AUM, Fixed fees |
| 7 | 1980 E River Road, Suite 120 Tucson, AZ, 85718 | $667,042,692 | 2085 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 7367 E. Tanque Verde Rd, Tucson, AZ, 85715-3475 | $584,140,000 | 2906 | 10 | A percentage of AUM |
| 9 | 1926 E. Ft. Lowell Road, Suite 100 Tucson, AZ, 85719 | $574,853,371 | 1667 | 7 | A percentage of AUM |
| 10 | 6700 N. Oracle Rd., Suite 324 Tucson, AZ, 85704 | $538,870,193 | 1372 | 10 | A percentage of AUM, Fixed fees, Other (% OF INCOME) |
| 11 | 6262 North Swan Rd., Suite 210 Tucson, AZ, 85718 | $371,202,026 | 402 | 8 | A percentage of AUM, Hourly charges |
| 12 | 1630 E River Rd, Suite 212 Tucson, AZ, 85718 | $342,468,206 | 1334 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 6842 E. Tanque Verde Road, Suite C Tucson, AZ, 85715 | $275,248,561 | 166 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 7594 N La Cholla, Tucson, AZ, 85741 | $267,635,456 | 1182 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 3060 N Swan Rd, Tucson, AZ, 85712 | $259,071,113 | 613 | 7 | A percentage of AUM, Other (FREE) |
Information on Top Retirement Planning firms in Tucson, Arizona
QualificationsFirm CRD# 108674
Assets Under Management $22,942,793,322
No. Of Clients142
Clients Per Financial Advisor1
DAVIS SELECTED ADVISERS LP is a financial advisory firm situated in Tucson, Arizona. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 142 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107373
Assets Under Management $4,091,666,732
No. Of Clients10252
Clients Per Financial Advisor163
TCI WEALTH ADVISORS, INC. is a financial advisory firm situated in Tucson, Arizona. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10252 clients. The team consists of 63 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 315312
Assets Under Management $1,962,270,353
No. Of Clients3330
Clients Per Financial Advisor222
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 3330 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 and/or small businesses
- Other (CREDIT AND CASH MANAGEMENT SOLUTIONS.)
QualificationsFirm CRD# 158872
Assets Under Management $1,016,208,473
No. Of Clients430
Clients Per Financial Advisor43
WELLSPRING FINANCIAL PARTNERS is a financial advisory firm situated in Tucson, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 430 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 172370
Assets Under Management $814,799,726
No. Of Clients2394
Clients Per Financial Advisor266
GR FINANCIAL GROUP, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $815M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2394 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
- Performance Based
- Other (TECHNOLOGY FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 108475
Assets Under Management $672,472,149
No. Of Clients3200
Clients Per Financial Advisor1067
FINANCIAL DIRECTIONS LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $672M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3200 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
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 309790
Assets Under Management $667,042,692
No. Of Clients2085
Clients Per Financial Advisor232
WEALTH MANAGEMENT PARTNERS, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $667M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2085 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 112142
Assets Under Management $584,140,000
No. Of Clients2906
Clients Per Financial Advisor291
SEM WEALTH MANAGEMENT is a financial advisory firm situated in Tucson, Arizona. With a nearly $584M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2906 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 151004
Assets Under Management $574,853,371
No. Of Clients1667
Clients Per Financial Advisor238
IRONWOOD FINANCIAL, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $575M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1667 clients. The team consists of 7 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
QualificationsFirm CRD# 117428
Assets Under Management $538,870,193
No. Of Clients1372
Clients Per Financial Advisor137
CAMBRIDGE FINANCIAL GROUP, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $539M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1372 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
- Fixed fees
- Other (% OF INCOME)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAX PREPARATION)
QualificationsFirm CRD# 112923
Assets Under Management $371,202,026
No. Of Clients402
Clients Per Financial Advisor50
STERLING INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $371M assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 150148
Assets Under Management $342,468,206
No. Of Clients1334
Clients Per Financial Advisor191
NOVA FINANCIAL SERVICES 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 1334 clients. The team consists of 7 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 130762
Assets Under Management $275,248,561
No. Of Clients166
Clients Per Financial Advisor55
CAPITAL WEST PARTNERS, LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $275M assets under management, the firm specializes in crafting personalized retirement planning solutions for 166 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 312685
Assets Under Management $267,635,456
No. Of Clients1182
Clients Per Financial Advisor296
SOUTHWEST INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Tucson, Arizona. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1182 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 306827
Assets Under Management $259,071,113
No. Of Clients613
Clients Per Financial Advisor88
ATTESSA CAPITAL LLC is a financial advisory firm situated in Tucson, Arizona. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 613 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (FREE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Chandler, Arizona
- Retirement Planners in Gilbert, Arizona
- Retirement Planners in Mesa, Arizona
- Retirement Planners in Peoria, Arizona
- Retirement Planners in Phoenix, Arizona
- Retirement Planners in Scottsdale, Arizona
- Retirement Planners in Tucson, Arizona
Looking for more choices? Use our free match service to compare retirement planners serving your area.