AUM
$162.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(855) 540-0400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in AZ
198 advisers found
FARNAM FINANCIAL
Phoenix, AZ
AUM
$161.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(602) 603-4000
AUM
$161.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
949 464-4466
AUM
$156.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(970) 532-5842
AUM
$152.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-267-8445
OPTIMA CAPITAL MANAGEMENT
Tempe, AZ
AUM
$150.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
480-757-9052
AUM
$149.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(877) 695-8004
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(415) 752-7311
MARTINSEN WEALTH MANAGEMENT
Tempe, AZ
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
480-550-6556
AUM
$142.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
623-230-4110
DYNAMIC WEALTH ADVISORS
Surprise, AZ
AUM
$140.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
623-466-6060
SARATOGA CAPITAL MANAGEMENT, LLC
Avondale, AZ
AUM
$138.8M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
623-266-4567
WISDOM WEALTH INVESTMENT ADVISORS LLC
Phoenix, AZ
AUM
$138.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(602) 494-4100
ALMEGA WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$134.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-770-4700
AUM
$127.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-500-9055
GPS INVESTMENTS
Scottsdale, AZ
AUM
$127.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
602-558-1211
CSP FINANCIAL GROUP LLC
Scottsdale, AZ
AUM
$119.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
480-600-9626
FINANCIAL PLANNING FIRST, LLC
Tuscon, AZ
AUM
$113.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-314-1301
DOMASK WEALTH MANAGEMENT, LLC
Phoenix, AZ
AUM
$107.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(602) 374-3744
CAPITAL STRATEGIES GROUP, LLC
Tempe, AZ
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-635-4050
ZECHES WEALTH MANAGEMENT
Tucson, AZ
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(520) 326-6923
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
602-834-3905
SHEPHERD WEALTH & RETIREMENT LLC
Tucson, AZ
AUM
$96.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-325-1600
ENVISION RETIREMENT LLC
Tempe, AZ
AUM
$96.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
602-888-3099