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Financial advisors for people close to retirement in Arizona

All 91 advisors

Fee-only advisors for people close to retirement in Arizona: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Richard Siegel ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Ricky Kelley RD Kelley Financial Group Tucson CFP Flat fee or retainer, Ongoing planning fee
Tristen Sheffler ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
William Lee ARQ Wealth Advisors Scottsdale CFP, CFA Percentage of assets, Fixed fees
Zachary Potter ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Aaron Randak Golden Acre Wealth Management Scottsdale Not listed Percentage of assets, One-time planning fee
Albert Black Dogwood Capital Management Prescott CFP Percentage of assets, Hourly
Amy Shepard Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Caley Miller Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Charles Picerni Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Courtney Mason CMC Advisors Scottsdale CFP Percentage of assets, Hourly
Dana Anspach Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Daniel Langworthy Fortress Financial Group Scottsdale Not listed Percentage of assets
Kathleen Mealey Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Peter Shannon eBIS Phoenix CFP, CFA Percentage of assets, Hourly
Stephanie Schultz Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Tabitha Daly Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Taylor Thompson Putting the clients goals and objectives first and foremost. Thompson Family Office Gilbert Not listed Percentage of assets, Subscription
Brandon Montoya Montoya Wealth Management Prescott Not listed Percentage of assets, Hourly
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees
Matthew Benson Sonmore Financial Chandler CFP Percentage of assets, Fixed fees
Alexander Marek Ironwood Wealth Management Chandler Not listed Percentage of assets, Fixed fees
Bonnie Courtney Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Cole McClarren Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Garry Bishop ProFocus Phoenix Not listed Percentage of assets, Hourly
Carly Denial ARQ Wealth Advisors Scottsdale, Az 85260 Not listed Percentage of assets, Fixed fees
David D'Eredita Rise Private Wealth Advisors Tucson Not listed Percentage of assets, Hourly
Glenn Rossman TrueWealth Financial Partners San Diego Phoenix Not listed Percentage of assets, Fixed fees
Guy Chadwick Third Stanza Group Cave Creek Not listed Percentage of assets
Jake Crosby ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
James Robinson ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jerad Rosburg ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Joseph Gilligan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Michael Hibbs Third Stanza Group Cave Creek Not listed Percentage of assets
Tracy Riordan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
William Lynn ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Makayla Allen Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Matthew Hershey Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Paul Escarcega Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Jason Lazarow Lazarow Wealth Management Tucson Not listed Percentage of assets, Hourly
Victor Tassone API Financial Advisors Gilbert Not listed Percentage of assets, Hourly