DECISIONPOINT FINANCIAL, LLC
Mesa, AZ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
480-553-6249
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in AZ
400 advisers found
WELLSPRING FINANCIAL PARTNERS
Tucson, AZ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
520-327-1019
ARQ WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
480-214-9572
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
925-283-3104
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
703-361-6130
BALBOA WEALTH PARTNERS, INC.
Scottsdale, AZ
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-801-5010
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
844-967-8491
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-620-4232
GR FINANCIAL GROUP, LLC
Tucson, AZ
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
520-577-4711
BRIDGEPORT FINANCIAL SOLUTIONS
Phoenix, AZ
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
877-411-2737
WATTS GWILLIAM & COMPANY, LLC
Gilbert, AZ
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
480-889-8998
FORTITUDE FAMILY OFFICE
Scottsdale, AZ
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(602) 834-0089
AUM
$941.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
425-434-1000
SEM WEALTH MANAGEMENT
Tucson, AZ
AUM
$933.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
520-749-4580
ROVIN CAPITAL
Mesa, AZ
AUM
$917.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-739-2110
WEALTH MANAGEMENT PARTNERS, LLC
Tucson, AZ
AUM
$793.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-297-7999
SENSIBLE MONEY, LLC
Scottsdale, AZ
AUM
$742.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
480-719-7290
AUGUST GROUP
Toronto, AZ
AUM
$740.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; PERCENTAGE OF NET WORTH
438-792-5161
ABLE FINANCIAL GROUP, LLC
Scottsdale, AZ
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-258-6104
WINDSOR CAPITAL MANAGEMENT, LLC
Phoenix, AZ
AUM
$703.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-515-3514
IRONWOOD FINANCIAL, LLC
Tucson, AZ
AUM
$662.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
520-318-4600
AUM
$650.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-866-8616
CAMBRIDGE FINANCIAL GROUP, LLC
Tucson, AZ
AUM
$645.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
520-531-0550
MULHOLLAND WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$611.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
3102728185