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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 - June 15, 2024

Tucson 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

advisor-photo
vector.svg VERIFIED

James 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

advisor-photo
vector.svg VERIFIED

Michelle 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

advisor-photo
vector.svg VERIFIED

Michael 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Tucson, Arizona (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DAVIS SELECTED ADVISERS LP
3600 E. Hemisphere Loop,
Tucson, AZ, 85706-5041
$19,885,317,307148123
A Percentage of AUM
2
TCI WEALTH ADVISORS, INC.
4011 East Sunrise Drive,
Tucson, AZ, 85718
$3,431,526,695949655
A Percentage of AUM, Hourly charges, Fixed Fees
3
SONORA INVESTMENT MANAGEMENT
2343 E. Broadway Blvd, Suite 116,
Tucson, AZ, 85719
$1,978,888,208322515
A Percentage of AUM
4
SEM WEALTH MANAGEMENT
7367 E. Tanque Verde Rd,
Tucson, AZ, 85715-3475
$817,873,000264311
A Percentage of AUM
5
GR FINANCIAL GROUP, LLC
4556 E Camp Lowell,
Tucson, AZ, 85712
$739,834,96623869
A Percentage of AUM, Fixed Fees, Other (TECHNOLOGY FEE)
6
WELLSPRING FINANCIAL PARTNERS
4703 E. Camp Lowell Drive, Suite 135
Tucson, AZ, 85712
$691,444,7823439
A Percentage of AUM, Hourly charges, Fixed Fees
7
FINANCIAL DIRECTIONS LLC
1228 East Prince Road,
Tucson, AZ, 85719
$556,560,19936654
A Percentage of AUM, Fixed Fees
8
WEALTH MANAGEMENT PARTNERS, LLC
1980 E River Road, Suite 120
Tucson, AZ, 85718
$514,335,50819078
A Percentage of AUM, Fixed Fees
9
CAMBRIDGE FINANCIAL GROUP, LLC
6700 N. Oracle Rd., Suite 324
Tucson, AZ, 85704
$401,685,76312699
A Percentage of AUM, Fixed Fees, Other (% OF INCOME)
10
IRONWOOD FINANCIAL, LLC
1926 E. Ft. Lowell Road, Suite 100
Tucson, AZ, 85719
$364,247,95911046
A Percentage of AUM
11
STERLING INVESTMENT MANAGEMENT, LLC
6262 North Swan Rd., Suite 210
Tucson, AZ, 85718
$341,521,9324208
A Percentage of AUM, Hourly charges
12
NOVA FINANCIAL SERVICES
1630 E River Rd, Suite 212
Tucson, AZ, 85718
$290,301,69114098
A Percentage of AUM, Hourly charges, Fixed Fees
13
SOUTHWEST INVESTMENT ADVISORS, INC.
7594 N La Cholla,
Tucson, AZ, 85741
$235,267,77411204
A Percentage of AUM, Hourly charges, Fixed Fees
14
CAPITAL WEST PARTNERS, LLC
6842 E. Tanque Verde Road, Suite C
Tucson, AZ, 85715
$223,489,0001773
A Percentage of AUM, Hourly charges, Fixed Fees
15
TREIBERG WEALTH MANAGEMENT
3573 East Sunrise Drive, Suite 115
Tucson, AZ, 85718
$194,438,8575906
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
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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
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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
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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
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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
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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
View Full Profile

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
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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
View Full Profile

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
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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
View Full Profile

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
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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
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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
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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
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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
View Full Profile

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