Top advisors in Arizona
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering a financial advisor in Arizona if you're navigating complex financial decisions like retirement planning, investment management, or tax strategies. A common pitfall is working with an advisor who applies generic advice without tailoring it to Arizona's unique tax laws and economic environment.
- Local tax knowledge. Confirm how they incorporate Arizona's state tax rules into your financial plan to avoid surprises.
- Experience with regional markets. Ask how they adjust investment strategies based on Arizona's economic trends and industries.
- Retirement planning nuances. Ensure they understand Arizona-specific retirement benefits and cost-of-living factors.
- Coordination with local professionals. Check if they collaborate with Arizona-based accountants or attorneys to streamline your financial affairs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna offers financial planning with a focus on business exit strategies and tax-loss harvesting, which can be valuable for clients managing complex financial decisions. Operating within a large firm, she provides flat-fee and subscription-based services, catering to self-employed individuals and business owners, and brings a unique background in education and tutoring that may enhance her client communication and analytical skills.
Experience: 1 year
Avg account: $230,599
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Beth Y
Series 63, Series 66
Phoenix, AZ
Charles Schwab
Beth Yost's 22 years of experience and expertise in multi-state taxation and real estate investing equip her to address Arizona's unique financial landscape, including local tax considerations and investment opportunities. Operating within Charles Schwab's large-firm environment, she serves primarily high-net-worth clients with a 0.80% annual AUM fee, offering both discretionary and non-discretionary advisory services, which may appeal to those seeking comprehensive wealth management in Phoenix.
Experience: 22 years
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Charles B
Series 63, Series 65
Los Angeles, CA
LPL Financial
Charles Bachtell's 35 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting equip him to address complex financial needs relevant to Arizona residents. Operating through LPL Financial, a large firm offering both advisory and brokerage services with in-house research, he provides flat-fee financial planning and consulting, distinguishing him from advisors who may charge hourly or lack access to extensive research resources.
Experience: 35 years
Avg account: $399,489
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John S
Series 63, Series 65
Flagstaff, AZ
Morgan Stanley
John Sanford's 35 years of experience and Series 63 and 65 licenses position him well to address financial planning needs in Arizona, including estate planning guidance. Working with Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers access to extensive resources and structured planning tools, which may provide more comprehensive support compared to smaller local advisors.
Experience: 35 years
Avg account: $670,481
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Alec B
Series 65
Mesa, AZ
Rovin Capital
Alec Blomquist is equipped to assist with financial planning in Arizona by leveraging his expertise in private and alternative investments, real estate investing, and options strategies, which can be tailored to the state's unique economic environment. Operating independently at Rovin Capital, he offers a fundamental, active investment approach with fee structures ranging from 0.25% to 2.5% annually on assets under management, and negotiable hourly fees, serving a diverse client base including high-net-worth individuals and trusts.
Experience: 4 years
Avg account: $1,314,813
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