Financial Planners in Arizona

Stuart E. Thorn

CFP^®

Principal & Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Arizona and the surrounding communities.

S.E. Thorn & Company, RIA

19125 N Lower Territory Rd
Prescott, AZ 86305

(928) 899-5395

Lisa Dickholtz

CFP^®

Co-Founder, Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

DICKHOLTZ HEALTH & WEALTH

PO Box 1130, 7301 E. Sundance Trail, Suite B202
Carefree, AZ 85377

(847) 612-9684

Mark D. Johnson

CFP^®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Fountain Financial Group, Inc.

16921 E Palisades Blvd, Ste 105
Fountain Hills, AZ 85268

(480) 837-5971

Joseph M. Feichtel

CFP^®, PFS, CPA

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

JMF Financial Services, LLC

1270 E Broadway Road, Ste 202
Tempe, AZ 85282

(800) 431-0682

+1 More Number

(602) 248-8001

John Campbell

CFP^®

SVP - Senior Managing Director

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Asset Allocation,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Northern Trust

14624 Scottsdale Road, Suite 250
Scottsdale, AZ 85254

(602) 468-2563

Andrew J. Spillios

CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Arizona and the surrounding communities.

650 E Rudasill Rd
Tucson, AZ 85704-6033

(520) 625-8108

Kirk G. Kaprelian

CFP^®, ChFC^®, CEPA^®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Ameriprise Financial Services, LLC

14274 N Northsight Blvd, Ste 100
Scottsdale, AZ 85260

(480) 473-0376

CONNECT WITH Kirk

James M. Graham

CFP^®

Investment Advisor Representative

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Orange Rock Wealth Management, LLC

9125 W Thunderbird Rd, Ste 100
Peoria, AZ 85381

(480) 535-9330

Michelle L. Patel

CFP^®

Wealth Manager

Specialties: Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Patel Wealth Strategies Inc.

1490 S. Price Rd., Suite 111A
Chandler, AZ 85286

(480) 275-5219

CONNECT WITH Michelle

Vincent Rossi

MSFS, CFP^®

President, Chief Investment Officer

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254

(866) 617-2900

+1 More Number

(480) 951-2900

CONNECT WITH Vincent

David B. Daughtrey

CFP^®, CFA

Advisor/Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Copperwynd Financial

14256 N Northsight Blvd #115, Ste 115
Scottsdale, AZ 85260

(480) 348-2100

Darin R. Shebesta

CFP^®, AIF^®, CAP^®

Certified Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Raymond James Financial Services, Inc.

11111 N Scottsdale Rd, Ste 205
Scottsdale, AZ 85254-6732

(480) 213-3430

CONNECT WITH Darin

Peter G. Kosanke, Jr.

CFP^®

Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Holton & Kosanke Wealth Management, LLC

8427 N Mountain Stone Pine Way
Tucson, AZ 85743

(520) 638-7788

Jennifer L. Akins

CFP^®

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Aspire Wealth Partners

1647 N Swan Road
Tucson, AZ 85712

(520) 881-1149

Bud Heintz

CFP^®

Financial Planner/Portfolio Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Heintz Wealth Management

16211 N. Scottsdale Rd, A-6-A #472
Scottsdale, AZ 85254

(602) 505-7726

CONNECT WITH Bud

Larry Lytle

CFP^® CAP^® CEPA^®

CEO

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Wiser Advisor Group

4616 E Sunset Dr
Phoenix, AZ 85028-6115

(800) 926-6449

+1 More Number

(480) 500-9055

CONNECT WITH Larry

Diane A. Ouellette

CFP^®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Gold Canyon Financial Planning LLC

8181 E Canyon Estates Cir
Gold Canyon, AZ 85118-5839

(480) 586-8632

Angela M. Caballero

MS CFP^® AFC^®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Tucson Old Pueblo Wealth Management

2500 E 22nd St
Tucson, AZ 85713

(520) 389-6549

CONNECT WITH Angela

Aaron McLaughlin

CFP^®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Seamount Financial Group, Inc

14851 N Scottsdale Rd, Ste 205
Scottsdale, AZ 85254

(800) 752-8766

Erick S. Newton

CFP^®

CCO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Copperwynd Financial

14256 N Northsight Blvd, B-115
Scottsdale, AZ 85260

(877) 658-2100

+1 More Number

(480) 348-2100

Matthew Kelly

CFA, CFP^®, CIMA^®

Portfolio Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Arizona and the surrounding communities.

Ironwood Investment Counsel, LLC

14646 N Kierland Blvd, Suite 135
Scottsdale, AZ 85254

(480) 609-4700

Jessica Peck Donnerstein

CFP^®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

3GenWealth

4430 N. Civic Center Plaza, Ste. 101
Scottsdale, AZ 85251

(480) 621-7900

CONNECT WITH Jessica

Philip O. Johnson

CFP^®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Johnson Financial Advisors

1095 W Rio Salado Pkwy #201
Tempe, AZ 85281

(602) 242-4000

Suzanne Seay

CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Arizona and the surrounding communities.

Royal Alliance

2571 N. Avenida San Valle
Tucson, AZ 85715

(520) 886-5621

Samuel B. Mills

CFP^®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Edward Jones

21188 East Ocotillo Road, Suite 103
Queen Creek, AZ 85142

(480) 882-3886

Janice N. Guinn

CFP^®

Associate Financial Planner

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Sofia Financial

3670 W Carla Vista Dr
Chandler, AZ 85226-4053

(610) 640-7626

Lloyd F. Howell

CFP^®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Arizona and the surrounding communities.

4071 E Woodside Wy
Gilbert, AZ 85297

(909) 732-2437

Chris Kawashima

CFP^®,ChFC^®, EA, CEP

Specialties:

Financial Advisor serving Arizona and the surrounding communities.

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308

+ 1 More Address

Charles Schwab & Co.

2424 E Lincoln Dr
Phoenix, AZ 85016

Patrick L. Doland

MBA, CFP^®, AIF^®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving Arizona and the surrounding communities.

15629 West Edgemont
Goodyear, AZ 85395

6022067614

Bruce Hosler, CFP^®

EA, CPWA^®,AIF^®,CEPA^®

Founder & Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Arizona and the surrounding communities.

Hosler Wealth Management LLC

7400 E Pinnacle Peak Rd Suite #100
Scottsdale, AZ 85255-3566

+ 1 More Address

Hosler Wealth Management LLC

700 S Montezuma St
Prescott, AZ 86303

(480) 994-7342

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

S.E. Thorn & Company, RIA

CFP®

DICKHOLTZ HEALTH & WEALTH

CFP®

Fountain Financial Group, Inc.

CFP®, PFS, CPA

JMF Financial Services, LLC

CFP®

Northern Trust

CFP®

CFP®, ChFC®, CEPA®

Ameriprise Financial Services, LLC

CONNECT WITH Kirk

CFP®

Orange Rock Wealth Management, LLC

CFP®

Patel Wealth Strategies Inc.

CONNECT WITH Michelle

MSFS, CFP®

Intelligent Capitalworks

CONNECT WITH Vincent

CFP®, CFA

Copperwynd Financial

CFP®, AIF®, CAP®

Raymond James Financial Services, Inc.

CONNECT WITH Darin

CFP®

Holton & Kosanke Wealth Management, LLC

CFP®

Aspire Wealth Partners

CFP®

Heintz Wealth Management

CONNECT WITH Bud

CFP® CAP® CEPA®

Wiser Advisor Group

CONNECT WITH Larry

CFP®

Gold Canyon Financial Planning LLC

MS CFP® AFC®

Tucson Old Pueblo Wealth Management

CONNECT WITH Angela

CFP®

Seamount Financial Group, Inc

CFP®

Copperwynd Financial

CFA, CFP®, CIMA®

Ironwood Investment Counsel, LLC

CFP®

3GenWealth

CONNECT WITH Jessica

CFP®

Johnson Financial Advisors

CFP®

Royal Alliance

CFP®

Edward Jones

CFP®

Sofia Financial

CFP®, CPA

CFP®,ChFC®, EA, CEP

Charles Schwab & Co.

Charles Schwab & Co.

MBA, CFP®, AIF®

EA, CPWA®,AIF®,CEPA®

Hosler Wealth Management LLC

Hosler Wealth Management LLC

CONNECT WITH Bruce

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CFP^®

CFP^®

CFP^®

CFP^®, PFS, CPA

CFP^®

CFP^®

CFP^®, ChFC^®, CEPA^®

CFP^®

CFP^®

MSFS, CFP^®

CFP^®, CFA

CFP^®, AIF^®, CAP^®

CFP^®

CFP^®

CFP^®

CFP^® CAP^® CEPA^®

CFP^®

MS CFP^® AFC^®

CFP^®

CFP^®

CFA, CFP^®, CIMA^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, CPA

CFP^®,ChFC^®, EA, CEP

MBA, CFP^®, AIF^®

EA, CPWA^®,AIF^®,CEPA^®