STEWARDSHIP FINANCIAL
Gilbert, AZ
AUM
$83.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(602) 777-3327
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in AZ
400 advisers found
ZENITH INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$82.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
858-716-8500
PROCESS DESIGN CAPITAL MANAGEMENT LLC
Phoenix, AZ
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(480) 386-0491
AUM
$77.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(603) 498-1854
BUSINE WEALTH
Scottsdale, AZ
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858.255.4274
SBC INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
602 641 5996
TUSHAUS WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$75.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-620-6560
CALISI WEALTH MANAGEMENT
Tempe, AZ
AUM
$74.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
480-277-0677
VORA WEALTH MANAGEMENT, PLLC
Flagstaff, AZ
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
928-526-8672
ACRYLIC FINANCIAL, INC.
Fountain Hills, AZ
AUM
$73.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
833-422-7954
RADIX WEALTH
Scottsdale, AZ
AUM
$73.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
602-837-4014
MONTOYA WEALTH MANAGEMENT
Prescott, AZ
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
928-778-2370
HAWS FINANCIAL PLANNING LLC
Sierra Vista, AZ
AUM
$68.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(520) 843-1559
FIFR
AZ
AUM
$68.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Fixed fees
818-605-4900
SCOTTSDALE WEALTH ADVISORY LLC
Paradise Valley, AZ
AUM
$67.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-247-9090
AUM
$65.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 810-5410
THE GETZEN GROUP, INC.
Scottsdale, AZ
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-998-8150
RISE PRIVATE WEALTH ADVISORS
Tucson, AZ
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-372-5700
FOUR PEAKS PLANNING AND INVESTMENTS LLC
Gilbert, AZ
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
480-553-7710
MONTEBELLO AVENUE
Phoenix, AZ
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(602) 960-8576
MCBEE ADVISORS, INC.
Glendale, AZ
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
623-500-2385
EDM CAPITAL, LLC
Phoenix, AZ
AUM
$58.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
760-832-1642
FLEMING FINANCIAL SERVICES
Mesa, AZ
AUM
$58.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
480-632-8770
EMBARK WEALTH MANAGEMENT, LLC
Tempe, AZ
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(888) 433-8881