Find a financial advisor in Phoenix, AZ

Find financial advisors in Phoenix, AZ

Find financial advisors in Phoenix, AZ

Confirm your location to see the best financial advisors near you.
Zip code

Find financial advisors in Phoenix, AZ

Confirm your location to see the best financial advisors near you.
Zip code

Top 10 financial advisors in Phoenix, AZ

Clients agree: these Phoenix financial advisors are highly rated for knowledge, experience, communication, and more.
Edward Jones Financial

Edward Jones Financial

7+ years in business
Serves Phoenix, AZ & Online
I take a personalized approach to partnering with you. It is my job to come to understand what is important to you, so we can reach your financial priorities in a way that is tailored to you and your needs. No 1800 numbers, no impersonalized meetings, you work directly with me so there is a trusted partner in your corner whom you can rely on. It truly brings me joy working with individuals and small business owners, building relationships with them, putting their fears and concerns at ease knowing they have someone whom they know personally and can trust to help them with their financial picuture....
Threelyn Accounting LLC - IRS Enrolled Agent

Threelyn Accounting LLC - IRS Enrolled Agent

5.0Exceptional(5)
5 hires on Thervo
11+ years in business
Serves Phoenix, AZ & Online
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
Dolores Grijlava, PA

Dolores Grijlava, PA

14+ years in business
Serves Phoenix, 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
Abc PROvise, LLC

Abc PROvise, LLC

4.9Exceptional(13)
24+ years in business
Serves Phoenix, AZ & Online
Roberto I. says, "Very thorough " Read more
Az Finance Group

Az Finance Group

5.0(1)
9+ years in business
Serves Phoenix, AZ
Kyle A. says, "Jeff is extremely knowledgeable and professional. He is a pleasure to work with and I would confidently recommend him to anyone who needs a great accountant!" Read more
DHP Services

DHP Services

5.0(4)
8+ years in business
Serves Phoenix, AZ & Online
Alexis J. says, "The one on one time " Read more
MyFicos Up, LLC

MyFicos Up, LLC

5.0(2)
7+ years in business
Serves Phoenix, AZ & Online
Benjamin W. says, "It wasn’t a guessing game very professional. I sent the request they had a very speedy response I set an appointment. Myficos UP made it very easy and streamlined the process " Read more
Rocky Mountain Wealth Architects

Rocky Mountain Wealth Architects

5.0(1)
10+ years in business
Serves Phoenix, AZ & Online
Johnny D. says, "Very knowledgeable and professional!! Helped me get refunds on previous year taxes!! Highly recommend John!!! " Read more
Rulon Financial & Tax

Rulon Financial & Tax

Serves Phoenix, AZ
We are proud to have been doing taxes for 23 years. We also provide financial advisory serves with a unique twist, we help parents afford college for their children. Scott has been a CPA since 1990, and has helped many business owners, families, and individuals navigate their financial and fiscal lifes. www.rulonfinancial.com
All & All Documents LLc

All & All Documents LLc

9+ years in business
Serves Phoenix, AZ & Online
Beyond helping clients with their tax needs... ceritified Tax Preparerers ans more then 20 yrs of customer service. Helping them save money and also givin the a peace of mind.

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 Phoenix financial advisors

Recent success stories from people in the Phoenix 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
Melvin C.
Thanks again For helping me on so many different situations Credit, Taxes , & Court filings it was great that everything worked out.
DHP Services
Wendy M.
Took the pain out of talking about Bankruptcy! Very Educational I didn’t think there was light at the end of the tunnel.
MyFicos Up, LLC
Katie
I’ve worked with Korey for almost 10 years now! We initially started with a free consultation that has turned into a yearly review of helping me strategize my business plans. I haven’t been disappointed with Korey’s personal touch to my business goals for every year and obtaining them. There is nobody else that I would trust like I do The Makela Group.
The Makela Group
How Thervo works
Search

Search, get cost estimates, contact therapists, and book—all for free.

Compare

View profiles, read reviews, check qualifications, and see prices before hiring.

Hire

Ask questions, confirm their availability, and hire the right therapist when you're ready.

Phoenix financial advisors by service