Top financial advisors in Kingman, AZ
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.
If you're planning to retire or relocate to Kingman, AZ, you need advisors who understand the local tax environment and community dynamics. A common mistake is overlooking how property taxes and retirement community options affect your long-term financial plan.
- Local tax knowledge. Confirm how they factor in Arizona's relatively low property taxes when planning your retirement budget.
- Retirement community insight. Ask about their experience with 55+ communities to align your housing and lifestyle goals.
- Income sequencing. Ensure they can coordinate Social Security, pensions, and withdrawals to optimize your cash flow.
- Estate considerations. Discuss how they handle estate planning in Arizona to protect your assets and heirs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David I
Series 66
Kingman, AZ
Independent Financial Group, LLC
David Ingram's 19 years of experience and Series 66 designation equip him to navigate Kingman, AZ's local tax and retirement landscape effectively. His firm, Independent Financial Group, LLC, offers flat-fee planning and manages diverse client types, including business owners, with expertise in wealth management and retirement plans, distinguishing him from advisors focused solely on traditional investment approaches.
Experience: 20 years
Avg account: $474,424
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Frank V
Series 65
Kingman, AZ
Core Planning
Frank Vestal specializes in retirement income strategy and operates in Kingman, AZ, offering flat-fee and independent advisory services that may suit retirees planning their income sequencing and estate considerations. His firm, Core Planning, customizes investment strategies using in-house advice and third-party managers, providing flexible fee options including fixed fees up to $1,200 and negotiable hourly rates, which can be advantageous compared to traditional AUM-based fees.
Experience: 2 years
Avg account: $605,570
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Kelly S
Series 65
Kingman, AZ
Preston Investments
Kelly Shuffler in Kingman, AZ, offers wealth management with a focus on both passive index and active portfolio strategies, suitable for clients seeking tailored investment approaches. As an independent advisor at Preston Investments with four years of experience and a 0.50% annual AUM fee, she manages discretionary portfolios for individuals and pension plans, blending fundamental analysis with diverse trading strategies.
Experience: 4 years
Avg account: $77,760
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Ricky C
Series 63, Series 65
Kingman, AZ
PNC Wealth Management
Ricky Carroll's 15 years of experience at PNC Wealth Management equip him to navigate Kingman, AZ's local tax environment and retirement community options, essential for effective retirement planning. His expertise in passive and active portfolio management, combined with a 0.85% AUM fee and large-firm resources, distinguishes him from advisors with smaller practices or less diverse investment approaches.
Experience: 15 years
Avg account: $182,752
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Lawrence C
Series 66
Kingman, AZ
Edward Jones
Lawrence Carver's 26 years of experience and Series 66 designation equip him to navigate Kingman, AZ's local tax environment and retirement planning nuances, including multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with an AUM fee up to 1.35%, distinguishing him through extensive resources and seasoned expertise.
Experience: 27 years
Avg account: $246,728
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