AUM
$142.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
623-230-4110
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in AZ
400 advisers found
FORTRESS FINANCIAL SOLUTIONS, LLC
Tucson, AZ
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
520-751-8600
AUM
$140.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-776-3511
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
ARBOR WEALTH MANAGEMENT, LLC
Tempe, AZ
AUM
$138.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-818-8300
AUM
$137.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-672-2800
BRIDGELIGHT CAPITAL LLC
Scottsdale, AZ
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
480-270-5240
IA PRIVATE WEALTH (USA) INC.
Toronto, Ontario, AZ
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
122 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
1-855-999-2081
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
DEGREEN PRIVATE WEALTH, LLC
Scottsdale, AZ
AUM
$132.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
440-409-6352
BRIGHTSCAPE INVESTMENT CENTERS
Scottsdale, AZ
AUM
$131.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-450-7407
FOOTHILLS ADVISORS, LLC
Cave Creek, AZ
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
480-203-8879
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
LUMINESCENT WEALTH MANAGEMENT, INC.
Scottsdale, AZ
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(602) 838-8870
AUM
$124.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
425-444-6715
AUM
$124.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(601) 718-0000
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
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(303) 957-5685
SCHULZ FINANCIAL GROUP
Tucson, AZ
AUM
$114.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(520) 495-2800
ALPHA FIDUCIARY
Scottsdale, AZ
AUM
$114.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-505-4033
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