2022 Reviews

Top Financial Planners in Phoenix - 2022

LAST UPDATED 26 Sep, 2022
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List of the Top Financial Planners in Phoenix

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Trajan Wealth

Service Focus
19% Financial Planning
19% Asset Management
21% Financial Advisory
5% Budget Management
17% Retirement
19% Other
Service Focus
19% Financial Planning
19% Asset Management
21% Financial Advisory
5% Budget Management
17% Retirement
19% Other
As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to Providing individuals in or apProaching retirement with targeted asset management to help Protect, maintain, and grow their financial portfolios. We have offices in Arizona, Utah, and Oklahoma. Plus we offer virtual appointments to help customize your portfolio to meet your own unique goals.

Foothills Financial Planning

Service Focus
13% Financial Planning
24% Asset Management
15% Financial Advisory
22% Budget Management
16% Retirement
9% Other
Service Focus
13% Financial Planning
24% Asset Management
15% Financial Advisory
22% Budget Management
16% Retirement
9% Other
Foothills Financial Planning was begun in the Ahwatukee Foothills of Phoenix with a straightforward crucial: top notch, sans commission monetary intending to individuals from varying backgrounds, paying little respect to total assets and yearly salary. On the off chance that you are an individual or Private venture that is searching for Proficient, objective money related guidance, come figure out how we can assist you with settling on customized monetary choices that bode well for you.

Heirloom Financial Services

Service Focus
19% Financial Planning
29% Asset Management
7% Financial Advisory
7% Budget Management
31% Retirement
7% Other
Service Focus
19% Financial Planning
29% Asset Management
7% Financial Advisory
7% Budget Management
31% Retirement
7% Other
Heirloom Financial Services is situated in Phoenix, Arizona and we are accessible to meet by arrangement in Phoenix or on the web. Wendy Hubbard, CEO of Heirloom Financial Services, is a Phoenix, Arizona Fee-Only Certified Financial Planner™ having some expertise in retirement arranging, riches the board and working with individuals experiencing life advances. situated in Phoenix, Arizona and we are accessible to meet by arrangement in Phoenix or on the web.

Frequently Asked Questions About Financial Planners

The particular cost tends to depend on the range of services your chosen financial planner offers you, as well as their experience. Nevertheless, thorough financial planning can cost anything from $2100 to $11,000 each year.

Financial Advisors come in 3 basic flavours:
Transactional Advisors/Brokers/Insurance Agents charge clients a percentage or fixed amount for each purchase (and, in the case of stocks, bonds, or options, each sale, as well).
Financial Advisors who charge a fixed dollar amount to provide advice: for example, a financial or retirement plan, an asset allocation or an inheritance, tax, or succession plan. These Advisors have no asset minimum.
Investment Advisors (aka, Wrap-fee advisors, Fiduciary Advisors, Asset Fee-Based Advisors) both Advise and also Invest the money. They charge a fee that is a percentage of the assets under management. Typically, minimums are $100–200k, but maybe as high as $500k or a Million.

Given that there are over 100 certifications available to those in the financial industry, the CFP certification certainly stands out. For one, to be a CFP, one must be a fiduciary. This means that every CFP must put the needs of their clients ahead of their own. It can be surprising to learn that the majority of financial professionals are not required by law to do this and it is for this reason that the CFP and the CFP board unique and important entities where consumer protections are mentioned.

It means that your financial planner follows the fiduciary standard. This is a standard that means your financial planner puts your best interests ahead of their own. For example, if your financial planner has two similar investment products with varying fees, your financial planner that is also a fiduciary would have no choice but to recommend the investment product that has the lower cost to you, even if that means they would make less money from it. It is a standard that is great for you, the client and not necessarily for the financial planner.

What it simply means is that:

  • They must act in your best interest
  • They must provide information pertaining to any conflict of interest that may arise
  • They must clearly define how their money is made (commissions, asset-based fees, upfront fees, and more).

Generally, any professional that is able to help you take care of your money is to be considered a financial advisor. However, a financial planner is a financial advisor working within a specific niche known as financial planning. If your goal is to have a program that helps you achieve your long-term financial goals, then a financial planner would be the go-to professional.

The role of a financial planner is to provide expert assistance and advice in order to help you reach any financial goals you have set for yourself. These goals typically depend on your needs and your situation. A financial planner is able to help you with saving and budgeting, investing, debt reduction, estate planning, insurance, retirement, and tax optimisation.

Accreditation and certification
When talking to someone about your money and financial future, it is imperative that you know the person you aim to work with is actually qualified for the job. It is important to note that whilst accreditation is a wonderful sign, it does not guarantee that the individual is a great financial planner. This is why you ask for referrals and references.

Pay structure
Every financial planner comes with their own unique pay structure, so you have to select the one that helps determine if an investment was smart as it was intended to be. Generally, you want to avoid working with financial planners on a commission basis. They are likely to think more about their commission than meeting your needs.

Listen out for questions
A great way to ascertain the ethics of your chosen financial planner is to just listen to them while they speak. Additionally, you will want to pay attention to how many questions they ask you. Given that all financial situations and goals are different, there isn’t a cookie-cutter option. It is best to steer clear of financial planners that say otherwise.

Conduct a background check
Given the peculiarity of the relationship, there will have to be a fair amount of trust and transparency for your relationship with the financial planner to be successful. This is where you will want to learn more about their background. Find out if they have ever been investigated by an investment regulatory body or have been convicted for a crime.

There are quite a number of questions to ask a financial planner when you first meet them, however, the most important question is one that you pose to yourself; you have to know what you want in an advisor. Try to discover the type of services you will require and how much you are willing to pay for those services. Thinking about these questions will help you determine what questions to ask before hiring a financial planner. Below are the questions you should ask when hiring a financial planner:

  • What are your credentials?
  • Are you a fiduciary?
  • How do you get paid?
  • What services do you offer?
  • What is your investment philosophy?
  • How will investments be picked for me?
  • What benchmarks are used?
  • Who is your custodian?
  • What are your typical clients like?
  • How much contact will we have?
  • Do you have anyone else that works with you?
  • What is your succession plan?
  • Is it possible to view a sample financial plan?
  • Why should I choose you?

Phoenician Financial Planning

Service Focus
26% Financial Planning
17% Asset Management
9% Financial Advisory
23% Budget Management
5% Retirement
19% Other
Service Focus
26% Financial Planning
17% Asset Management
9% Financial Advisory
23% Budget Management
5% Retirement
19% Other
Phoenician Financial Planning is a Registered Investment Advisory firm situated in Phoenix, Arizona. J.K. Roberts has worked in the speculation and account field since 2003. He is both a Certified Financial Planner endorsement holder and a Chartered Retirement Planning Counselor. He has worked with high total assets customers for The Vanguard Group and AmeriPrise Financial. While at Merrill Lynch, he made monetary designs for several customers.

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Bayntree Wealth Advisors

Service Focus
18% Financial Planning
11% Asset Management
1% Financial Advisory
6% Budget Management
37% Retirement
28% Other
Service Focus
18% Financial Planning
11% Asset Management
1% Financial Advisory
6% Budget Management
37% Retirement
28% Other
Bayntree Wealth Advisors gives complete Financial Planning and Wealth Management administrations. The Bayntree Team spends significant time in making money related plans and retirement pay methodologies for retirees and Pre-retirees that Protect and augment their retirement investment funds. Headquartered in Scottsdale, Arizona, Bayntree Wealth Advisors additionally has workplaces in Peoria, Avondale, Oro Valley and Tucson. Let us help direct you to your fantasy retirement.

Continuum Wealth Management

Service Focus
30% Financial Planning
17% Asset Management
19% Financial Advisory
27% Budget Management
4% Retirement
4% Other
Service Focus
30% Financial Planning
17% Asset Management
19% Financial Advisory
27% Budget Management
4% Retirement
4% Other
Continuum Wealth Management is an independent,?Fee-Only Financial Planning and Registered Investment Advisor (RIA) firm.?We serve Scottsdale and the more Prominent Phoenix area.?Continuum Wealth Management was established by CERTIFIED FINANCIAL PLANNER™?Craig Ritter.?The firm is situated at the Gainey Ranch Financial Center in Scottsdale, Arizona with?an extra office?in West Phoenix.

Disciplined Money

Service Focus
23% Financial Planning
19% Asset Management
16% Financial Advisory
20% Budget Management
8% Retirement
14% Other
Service Focus
23% Financial Planning
19% Asset Management
16% Financial Advisory
20% Budget Management
8% Retirement
14% Other
Disciplined Money was made in 2015. Weave Burger established Disciplined Money. He has worked in different positionsluding dynamic merchant, exchange support and went through a year on an alternative work area. The positions were intriguing and testing until the web changed how individuals exchanged.

Strategy Financial Services

Service Focus
17% Financial Planning
13% Asset Management
23% Financial Advisory
13% Budget Management
26% Retirement
7% Other
Service Focus
17% Financial Planning
13% Asset Management
23% Financial Advisory
13% Budget Management
26% Retirement
7% Other
Strategy Financial Group is a free money related administrations firm helping people make retirement Procedures utilizing an assortment of venture and Protection items to custom suit their needs and targets. They are focused on helping you settle on educated choices about your money related future.

Nova Financial

Service Focus
13% Financial Planning
6% Asset Management
2% Financial Advisory
27% Budget Management
25% Retirement
28% Other
Service Focus
13% Financial Planning
6% Asset Management
2% Financial Advisory
27% Budget Management
25% Retirement
28% Other
Arizona Financial Plan give far reaching monetary arranging with regards to a long haul association with you. Tom has almost 20 years of involvement with overseeing resources, in this time he has discovered that we can't control the securities exchange, anyway through apProPriate resource distribution and correspondence we can deal with your desires.

Baird Financial Advisors

Service Focus
14% Financial Planning
12% Asset Management
18% Financial Advisory
20% Budget Management
21% Retirement
16% Other
Service Focus
14% Financial Planning
12% Asset Management
18% Financial Advisory
20% Budget Management
21% Retirement
16% Other
Baird is a worker claimed, global riches the executives, capital markets, Private value and resource the executives firm with workplaces in the United States, Europe and Asia. Set up in 1919, Baird has more than $145 billion in customer resources and more than 3,100 partners serving the requirements of individual, corporate, institutional and metropolitan customers.

Alpha Fiduciary

Service Focus
22% Financial Planning
13% Asset Management
2% Financial Advisory
8% Budget Management
29% Retirement
25% Other
Service Focus
22% Financial Planning
13% Asset Management
2% Financial Advisory
8% Budget Management
29% Retirement
25% Other
Alpha Fiduciary is a charge just riches the board firm situated in Phoenix, Arizona. Arthur Doglione established the firm in 2006 to expand on a recognized Profession began at Merrill Lynch. Alpha Fiduciary meet your all out riches the executives needs with honesty and shared trust.

Lifemanaged

Service Focus
5% Financial Planning
25% Asset Management
26% Financial Advisory
14% Budget Management
22% Retirement
8% Other
Service Focus
5% Financial Planning
25% Asset Management
26% Financial Advisory
14% Budget Management
22% Retirement
8% Other
LifeManaged offer another time of guidance through qualities based money related arranging. Thanasi Panagiotakopoulos is the Founder and Principal of LifeManaged. Thanasi is exceptionally dynamic in his locale. He communicates in Greek smoothly and is bringing his youngsters up in a similar Greek Parish that he experienced childhood in.

Affinity Wealth Advisory Group

Service Focus
27% Financial Planning
8% Asset Management
12% Financial Advisory
23% Budget Management
3% Retirement
27% Other
Service Focus
27% Financial Planning
8% Asset Management
12% Financial Advisory
23% Budget Management
3% Retirement
27% Other
Affinity Wealth Advisory Group is a Private riches warning act of AmeriPrise Financial Services Renee Hanson have 28 years' involvement with the money related administrations industry giving complete monetary arrangingluding portfolio chance administration, pay methodologies, retirement arranging and Protection arranging. AmeriPrise has been focused on putting our customers' needs first.

Ronald Blue Trust

Service Focus
17% Financial Planning
8% Asset Management
34% Financial Advisory
11% Budget Management
20% Retirement
10% Other
Service Focus
17% Financial Planning
8% Asset Management
34% Financial Advisory
11% Budget Management
20% Retirement
10% Other
Ronald Blue Trust gives riches the board Procedures and trust administrations dependent on scriptural standards to enable to customers to settle on shrewd money related choices. Ronald Blue Trust is an across the country trust organization with over $9.5 billion of benefits under administration and advisement serving roughly 9,000 customers in each of the 50 states.

Wealth Engineering

Service Focus
1% Financial Planning
12% Asset Management
13% Financial Advisory
27% Budget Management
25% Retirement
21% Other
Service Focus
1% Financial Planning
12% Asset Management
13% Financial Advisory
27% Budget Management
25% Retirement
21% Other
Wealth Engineering, established by Dave Fernandez. Riches Engineering is an autonomous, expense just Registered Investment Advisor serving the more Prominent Phoenix region. They use a worldwide speculation methodology to make broadened portfolios to give less unPredictable, chance balanced returns in a long haul, charge Productive way.

Phoenix Financial Group

Service Focus
11% Financial Planning
4% Asset Management
32% Financial Advisory
13% Budget Management
27% Retirement
13% Other
Service Focus
11% Financial Planning
4% Asset Management
32% Financial Advisory
13% Budget Management
27% Retirement
13% Other
Phoenix Financial Group is serving the northwest valley networks since 1996. Phoenix Financial Group can assist you with characterizing your long haul speculation destinations and construct a customized venture portfolio intended to accomplish them. Phoenix Financial offers speculation arranging, IRA's, retirement enlistment turn over plans, university investment funds and budgetary administrations.

Edward Jones

Service Focus
21% Financial Planning
24% Asset Management
7% Financial Advisory
23% Budget Management
7% Retirement
18% Other
Service Focus
21% Financial Planning
24% Asset Management
7% Financial Advisory
23% Budget Management
7% Retirement
18% Other
Edward Jones is an innovator in the monetary administrations industry. Edward Jones money related counsels look to comPrehend your budgetary objectives, from helping you construct your riches to making arrangements for retirement, before assembling your own monetary system. Edward Jones is committed to helping you create techniques to arrive at significant long haul budgetary objectives, for example, paying for a youngster's instruction, resigning on your terms or making a heritage for your family.

Heritage Financial Strategies

Service Focus
2% Financial Planning
40% Asset Management
13% Financial Advisory
7% Budget Management
15% Retirement
23% Other
Service Focus
2% Financial Planning
40% Asset Management
13% Financial Advisory
7% Budget Management
15% Retirement
23% Other
Heritage Financial Strategies is a money related administrations firm committed to serving the necessities of individual speculators. Shanna Tingom is the fellow benefactor of Heritage Financial Strategies having over 20 years of involvement with the monetary administrations industry.

Perspective Financial Services

Service Focus
0% Financial Planning
20% Asset Management
1% Financial Advisory
51% Budget Management
23% Retirement
5% Other
Service Focus
0% Financial Planning
20% Asset Management
1% Financial Advisory
51% Budget Management
23% Retirement
5% Other
Perspective Financial Services is a full-administration monetary arranging and venture the board organization.luding many Prepared experts inside office makes an expansive pool of information and expanded point of view. Every one of them has one of a kind abilities and explicit capacities that meet up to give our customers expansive based, high-caliber, customized administration.

Meikle Financial Group

Service Focus
8% Financial Planning
16% Asset Management
10% Financial Advisory
28% Budget Management
27% Retirement
11% Other
Service Focus
8% Financial Planning
16% Asset Management
10% Financial Advisory
28% Budget Management
27% Retirement
11% Other
Meikle Financial is a Phoenix-based riches the board firm established by Bill Meikle in 1969. As a family-possessed Practice, Meikle Financial Group comPrehends the significance of ensuring you and your family and guaranteeing budgetary security. Meikle Financial is committed to give you the most elevated level of administration and conveying trust, straightforwardness and responsibility to guarantee you have an individual involvement in your consultant.

Financial Life Planners

Service Focus
14% Financial Planning
28% Asset Management
21% Financial Advisory
19% Budget Management
6% Retirement
12% Other
Service Focus
14% Financial Planning
28% Asset Management
21% Financial Advisory
19% Budget Management
6% Retirement
12% Other
Financial Life Planners is focused on helping customers set up the best riches building Propensities so they can accomplish their budgetary objectives. Money related Life Planners causes you set up the best riches building Propensities so you can thrive all through as long as you can remember.