Retirement Planning » Financial Advisors » Phoenix, AZ

Financial Advisors Phoenix, AZ

Latest update: November 14, 2019

Population1,597,738
State Income Tax3.34%
Median Home Price$235,700
City Sales Tax8.60%

Phoenix is the largest city in the state of Arizona and is the fifth-largest financial center in the United States. Phoenix is the only state capital with a population greater than one million.

Find a financial advisor in Phoenix, AZ

With nearly 3,000 financial advisors in Phoenix, AZ, choosing one can be time-consuming. Use this list of the best financial advisors in Phoenix to narrow your selection.

We based our choices on customer reviews, professional certifications, asset requirements and Securities and Exchange Commission filings.

Sensible Money LLC

  • Assets Managed: $175 million
  • Minimum Assets: N/A

Sensible Money financial advisors provide straightforward retirement planning with a step-by-step approach. Advisors consider the client’s likely longevity, inflation and financial goals while designing a financial plan. Sensible Money advisors explain in plain language how the plan conforms to income levels and investment goals, and its implementation.

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Heirloom Financial Services

  • Assets Managed: $3 million
  • Minimum Assets: N/A

Heirloom Financial Services specializes in wealth management, retirement planning and working with people going through life transitions. Clients benefit from a decade of multidisciplinary financial planning experience. Heirloom Financial Services provides simple to complex and ongoing financial planning.

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Foothills Financial Planning

  • Assets Managed: $72 million
  • Minimum Assets: N/A

Foothills Financial Planning provides wealth building and wealth management services to anyone, but primarily to technology professionals and university professors. The firm is especially strong in cash and debt management, budgeting, planning for a new family, college expense planning and retirement and investment planning.

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Bayntree Wealth Advisors

  • Assets Managed: $90.6 million
  • Minimum Assets: $100,000

Bayntree Wealth Advisors provides holistic financial advisory services with a unique approach to financial planning. The firm works with clients for the long term throughout all life phases. Financial advisors at Bayntree Wealth offer thorough, in-depth client education, a customized financial plan and undivided advisor attention.

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Continuum Wealth Management

  • Assets Managed: $28 million
  • Minimum Assets: $750,000

The financial advisors at Continuum Wealth Management provide ongoing service for affluent pre-retirees and retirees. The firm’s wealth management service combines retirement planning, investment management and financial planning. Continuum Wealth Management sells no insurance or financial products and receives no commissions to advocate for clients properly.

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Sensible Money LLC

The firm considers factors that influence the success of each client’s financial plan with before and after comparisons to show improved results. The retirement income plan goes through three retirement readiness tests. The retirement income plan must pass all tests before the financial advisor knows it will work across various market cycles. This testing provides the client with evidence-based planning they can be confident will be successful.

Financial planning programs at Sensible Money are called Juicing because advisors help clients “squeeze” every bit of income from existing sources. The Juicing Plan is the firm’s financial planning service. Juicing PLUS is for graduates of the Juicing Plan who have at least $1 million in investable assets. PLUS is a full suite of financial planning services with advice for anything to do with money to stay on top of the client’s financial life. Either plan is available in person or via phone and internet.

The Juicing Plan runs from $1,000 to $12,500, with the typical price of $6,900. Juicing PLUS fees are based on a percentage of $1 million in managed assets with a $12,500 minimum. Sensible Money’s Juicing Plan is for people with any size portfolio, but the typical client is around 50 years old with $1 million in assets.

Sensible Money LLC
Assets Managed $175 Million
Minimum Assets N/A
Number of Advisors 6
Fee Structure Fee-Only
Address 4200 N Marshall Way Suite 2

Heirloom Financial Services

Heirloom Financial Services does not sell any products or receive commissions. The firm provides three levels of financial planning. Clients can meet with a financial advisor for a one-time plan, in-depth financial plan or on an hourly basis.

The One-Time Plan from Heirloom Financial Services involves three meetings to develop a financial plan, ending with steps to implement the recommended strategies. Advisors work with Comprehensive Financial Planning clients throughout the implementation process. The financial plan gets modified as needed over the years.

The hourly a la carte planning is a virtual or in-person meeting to answer questions or go over financial concerns. Clients receive a written summary, recommendations and action items within two days. Clients may ask follow-up questions via email for 30 days.

Heirloom Financial also offers investment management services for a fee based on a percentage of assets. The One-Time Plan cost depends on how complicated the client’s financial situation is, with a $2,500 to $10,000 price. Comprehensive Financial Planning fees cost $1,500 to $5,000 upfront, plus a monthly $250 to $700 charge for ongoing services. Hourly financial planning is $250 per hour with a typical $500 cost.

Heirloom Financial Services
Assets Managed $3 Million
Minimum Assets N/A
Number of Advisors 1
Fee Structure Fee-Only
Address 3240 E Union Hills Dr Suite 129

Foothills Financial Planning

Foothills Financial Planning has been offering financial advisory services in Phoenix since 2008. The firm operates independently and sells no financial products and receives no commissions. Financial advisors at Foothills Financial Planning work with individuals, families and business owners with no stipulations for net worth. The firm has many virtual clients who live outside of Phoenix.

Foothills Financial Planning offers assistance with investments, risk management, financial and retirement planning. Clients can use the Foothills Financial Dashboard to organize a budget and track spending and investments. Financial advisors work with clients in the Wealth Management or Wealth Building packages. The firm provides investment management services.

Wealth Management is ongoing assistance from a financial advisor for people who want to grow their wealth. Wealth Building is also a continuing program with a financial advisor for Gen X and Gen Y professionals in the early stages of building wealth.

Foothills Financial Planning’s fees are based on a percentage of managed assets. The rate is a bit lower than the average in most cases, leaving more money in the client’s pocket. The minimum fee for ongoing financial planning services is $1,250 per quarter or $5,000 per year. Hourly or project-based financial planning is available for $300 per hour. Projects require a $500 deposit or 50% of the estimate paid upfront, whichever is lower.

Foothills Financial Planning
Assets Managed $72 Million
Minimum Assets N/A
Number of Advisors 2
Fee Structure Fee-Only
Address 4425 E. Agave Road Suite 132

Bayntree Wealth Advisors

Bayntree Wealth Advisors’ primary goal is to help clients achieve financial security via growth-maximizing strategies combined with wealth preservation. Financial advisors seek to set the firm apart with a commitment to the highest standards of integrity with no conflicts of interest.

Bayntree’s Income Planning program creates a financial road map for clients so they can retire with the lifestyle they’ve envisioned. Financial advisors prepare a tailored, comprehensive income plan by working side-by-side with clients to review assets, income and retirement goals. Bayntree Wealth Advisors also offers investment management, tax planning strategies, insurance analysis, asset protection and estate planning.

The firm charges hourly, fixed or monthly fees for financial planning. These fees are $250 per hour, a fixed fee up to $5,000 and monthly subscription costs up to $200. Subscriptions require a one-year commitment. Investment management clients pay a percentage of assets under management for the service.

Bayntree Wealth Advisors
Assets Managed $90.6 Million
Minimum Assets $100,000
Number of Advisors 5
Fee Structure Fee-Only
Address 6720 N. Scottsdale Rd Suite 340

Continuum Wealth Management, LLC

Continuum Wealth Management, LLC provides customized financial planning and investment advisory services. The firm works with individuals and families to furnish personalized investment advice and financial planning. Continuum works with clients on an ongoing basis to maximize net worth over time.

Each client receives a customized investment portfolio based on their goals and values. Continuum’s financial planning varies from client to client but may include college funding, risk management, retirement income distribution options, wealth preservation and many other financial concerns. Retirement planning coordinates all financial resources, such as Social Security, pensions and investments, while addressing tax efficiency.

Investment management clients pay a percentage of assets under management with a $7,500 annual minimum. The fee for a financial plan ranges from $5,000 to $10,000. Clients who need additional financial advice pay $250 per hour.

Continuum Wealth Management, LLC
Assets Managed $28 Million
Minimum Assets $750,000
Number of Advisors 1
Fee Structure Fee-Only
Address 7337 E Doubletree Ranch Rd Suite 282

Conclusion

It is important to do your research before selecting a financial advisor. We advise you speak with multiple advisors before making a selection.

We created a guide with the best financial advisors in the Phoenix, AZ, with options for all financial situations. We only included professionals with proper experience and certifications.

Phoenix Financial Advisors
Company Assets Managed Minimum Assets Fee Structure
Sensible Money LLC $175 Million N/A Fee-Only
Heirloom Financial Services $3 Million N/A Fee-Only
Foothills Financial Planning $72 Million N/A Fee-Only
Bayntree Wealth Advisors $90.6 Million $100,000 Fee-Only
Continuum Wealth Management, LLC $28 Million $750,000 Fee-Only

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