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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Arizona, known for its breathtaking scenery and booming economy, is home to a population of over 7.3 million people. With a cost of living 6% higher than the national average and a variety of financial advisors and advisory firms in the state, those who live in Arizona can benefit from connecting with a fiduciary financial advisor that can help them manage their money and make informed decisions about their financial future. If you want the peace of mind that comes with knowing you're working with an experienced and certified financial advisor, WiserAdvisor's directory of vetted financial advisors and advisory firms in Arizona can help in your search for the best advisor for your needs. Whether you're looking for financial advice regarding retirement planning, financial planning, investment planning, wealth management, etc., the screened financial advisors in our network can provide valuable insights and personalized investment solutions to suit your financial needs.
Arizona
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Arizona
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Arizona
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Arizona.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 22 Years | Not Specified | $1,000,000 | Fee-Only | |
|
Michael Treiberg
CFP®, ChFC® TREIBERG WEALTH MANAGEMENT, INC. 3573 E Sunrise Drive, Suite 115, Tucson, AZ 85718 |
22 Years | Not Specified | $25,000,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 6612231
Firm CRD# 306827
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
3060 N Swan Rd,
Tucson,
AZ
85712
Phone Number
520-600-3064
Mr. Good is a Managing Director and Founding Partner at Attessa Capital. Prior to founding the firm, he served in senior investment positions at several of the largest asset managers in the world. Before relocating to Tucson, Mr. Good was a Portfolio Manager at Cascade Investment/BMGI (the investment office of Bill Gates and his foundation). Prior to joining Cascade Investment/BMGI, he was a Vice President and Investment Research Analyst at Wellington Management (a Boston based firm with over $1 trillion under management). In this role, he helped manage mutual funds and investment accounts for clients such as Vanguard, Goldman Sachs, the Hartford, John Hancock, and many other institutions. He began his investment career as an Analyst at Ford Motor Company. Mr. Good has served in leadership positions at various for-profit and non-profit organizations, including on the board of directors of The Four Seasons Hotels and Resorts. He graduated cum laude from Brigham Young University and received an MBA from Harvard Business School.
Attessa Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2932321
Firm CRD# 6413
Series 6, 7, 24, 31, 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
3573 E Sunrise Drive,
Suite 115,
Tucson,
AZ
85718
Phone Number
520-232-0505
We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
4742 N. 24th Street,
Suite 400,
Phoenix,
AZ
85016
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 6838 | 437201 | $94,557,613,744 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 121 | 69 | $57,786,360,253 | A percentage of AUM |
|
| 152 | 25 | $32,630,475,936 | A percentage of AUM, Performance Based |
|
| 123 | 142 | $22,942,793,322 | A percentage of AUM |
|
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 |
570 | 43221 | $9,326,336,708 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 240 | 48764 | $6,709,525,290 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 105 | 20 | $6,370,551,613 | A percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES) |
|
| 17 | 87 | $6,072,332,268 | A percentage of AUM |
|
| 125 | 14988 | $4,829,248,145 | A percentage of AUM, Hourly charges, Fixed fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES) |
|
| 63 | 10252 | $4,091,666,732 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 75 | 1868 | $3,824,063,292 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH) |
|
| 8 | 21 | $2,925,561,697 | A percentage of AUM, Performance Based |
|
| 58 | 5334 | $2,891,584,875 | A percentage of AUM, Hourly charges |
|
| 115 | 12918 | $2,830,846,519 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 32 | 1727 | $2,727,993,120 | A percentage of AUM |
Financial advisors in Arizona typically offer specialized guidance, advice, and a variety of financial services including financial planning, creating investment strategies, wealth management, retirement planning, estate planning, and more. To further explore how financial advisors listed on our directory for the state of Arizona can support you, learn more about the different types of financial advisors and their areas of expertise.
When choosing a financial advisor, it's best to look at their qualifications, credentials (CFP, ChFCs, CFAs, etc.), and years of experience, and assess the range of services they offer. You also want to look into their communication style, understand their fee structure, check client references and reviews, and ensure they have a fiduciary duty to put your best interest ahead of their own. To learn more, read the guide on choosing the best financial advisor.
Fees for financial advisors in Arizona vary depending on factors such as the advisor's experience, services provided, and the fee structure they use. Common fee structures include a percentage of assets under management (AUM), hourly rates, commission-only, or a combination. A fee-only compensation method can typically be approx. 1.02% of the assets an advisor is managing, while hourly rates may range from $100 to $400 or more, based on the complexity of the services offered. It is essential to understand and compare fee structures when selecting a financial advisor to ensure they align with your financial goals and preferences. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
As you work with a financial advisor, you can benefit from their extensive knowledge and experience. This can result in you gaining some peace of mind knowing that your financial future is being overseen and managed by an experienced financial professional. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read The Benefits Of Working With A Financial Advisor.
To find a qualified financial advisor in Arizona, it is important to first determine the type of advisor that suits your financial needs. Consider if you need help with retirement planning, investment management, estate planning, wealth management, or financial planning. Once you identify your needs, we recommend that you begin your search for an advisor who meets your requirements by utilizing our directory of financial advisors in Arizona. Additionally, you can use the free financial advisor match tool to find financial advisors matched to your specific needs.
Many financial advisors in Arizona are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of Arizona may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services an advisor offers.
When selecting a financial advisor in Arizona, look for some common credentials like the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
To find a fee-only financial advisor in Arizona, you can use our online directory of pre-screened and vetted fee-only financial advisors. Fee-only advisors in our network operate as fiduciaries, which means they do not receive commissions for selling specific financial products. This can help ensure that the advice you receive is unbiased and in your best interests. Additionally, we recommend using the free financial advisor match tool to find financial advisors matched to your specific needs, as well as asking for recommendations from friends, family, or colleagues who have worked with a fee-only financial advisor in the past.
