Find a financial advisor in Gilbert, AZ

Find financial advisors in Gilbert, AZ

Find financial advisors in Gilbert, AZ

Share a few details and we'll show you the best financial advisors in your area.
Zip code

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Find financial advisors in Gilbert, AZ

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Gilbert, AZ

Clients agree: these Gilbert financial advisors are highly rated for knowledge, experience, communication, and more.
Liberty Tax Service Power & Baseline

Liberty Tax Service Power & Baseline

5.0(1)
Offers online services
11+ years in business
Serves Gilbert, AZ
Ron says, "Accurate and knowledgeable" Read more
Heritage Advisors CPA LLC

Heritage Advisors CPA LLC

New on Thervo
Offers online services
2 hires on Thervo
42+ years in business
Serves Gilbert, AZ
Heritage Advisors CPA, LLC an established and growing full service CPA firm is dedicated to providing superior, personalized tax, accounting, consulting and office administration services. The firm has operated in the valley for more than 37 years. We constantly strive to exceed client expectations by tailoring our services to suit client needs and providing the highest level of personalized service. Our professionals possess depth of knowledge in their respective areas of expertise, required to address varied and complex client’s requirements to assist them to achieve their business and financial goals. Our team comprises of several exper...
Threelyn Accounting LLC - IRS Enrolled Agent

Threelyn Accounting LLC - IRS Enrolled Agent

5.0Exceptional(5)
Offers online services
5 hires on Thervo
10+ years in business
Serves Gilbert, AZ
Erica Z. says, "Nike is amazing! She helped me get my taxes done ahead of schedule and gave me great feedback about self employment that will me help me next year. Highly recommended!!!" Read more
Axel Tax Consulting

Axel Tax Consulting

New on Thervo
Offers online services
5+ years in business
Serves Gilbert, AZ
I am a CPA with 15+ years of experience and running my own tax preparation and consulting services with clear goal of helping my clients in getting their taxes done and get it done right with the maximum possible value for their money. I would welcome an opportunity to be your tax prep and look forward to hear from you. I have spent many hours in reading the new tax laws and publications, have attended many tax reforms conferences and conducted seminars on this topic to be fully prepared on the new Tax reform, TCJA....
Abc PROvise, LLC

Abc PROvise, LLC

4.9Exceptional(13)
Offers online services
23+ years in business
Serves Gilbert, AZ
Roberto I. says, "Very thorough " Read more
Dolores Grijlava, PA

Dolores Grijlava, PA

New on Thervo
13+ years in business
Serves Gilbert, AZ
We help people to grow their business giving peace of mind before the IRS with successful representation and tax strategies consulting, and financial, accounting services We have 20 + years experience working independently and for the big four accounting and taxes firm Ernst and Young LLP ir simply EY

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Gilbert financial advisors

Recent success stories from people in the Gilbert area.
Demetria H.
Threelyn Accounting gave me a date when my taxes were to be done. Within 1 week the company had finished my taxes.I will refer Threelyn to my friends and co-workers.
Threelyn Accounting LLC - IRS Enrolled Agent
P.Limat
This company is the best tax office with the best accountant I’ve ever known, they will take care of you like VIP and make sure that the job is done properly. Thank you guys for your services, your the best👍
abc PROvise, LLC
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Gilbert financial advisors by service