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Find Retirement Advisors for Retirement Planning in Scottsdale, Arizona
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Scottsdale, Arizona
Last Updated - July 31, 2025Scottsdale has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 70 non-vetted advisors in your local area. These retirement advisors in Scottsdale, Arizona have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Scottsdale, Arizona
VERIFIEDTrent White
JD, CFP®
Luminvest Wealth Management
Qualifications
CRD# 5592136
Firm CRD# 326261
Series 7, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDave Stanfield
CFP®, EA
Evergreen Wealth Management
Qualifications
CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDRyan Kidd
CRC®
Validus Financial Associates
Qualifications
CRD# 4953236
Firm CRD# 6413
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAaron C. Montez
CFP®
Validus Financial Associates
Qualifications
CRD# 4108246
Firm CRD# 6413
Series 6, 7, 24, 63, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMarcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Qualifications
CRD# 6103189
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
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Top 15 Retirement Planning firms in Scottsdale, Arizona (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034 | $57,786,360,253 | 69 | 121 | A percentage of AUM |
| 2 | 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253 | $32,630,475,936 | 25 | 152 | A percentage of AUM, Performance Based |
| 3 | 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251 | $6,370,551,613 | 20 | 105 | A percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES) |
| 4 | 4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251 | $2,727,993,120 | 1727 | 32 | A percentage of AUM |
| 5 | 4900 N. Scottsdale Road, Suite 2600 Scottsdale, AZ, 85251 | $2,556,150,742 | 4225 | 26 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 8300 N Hayden Rd, Suite A207 Scottsdale, AZ, 85258 | $1,564,473,891 | 6591 | 49 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 6263 N. Scottsdale Road, Suite 200 Scottsdale, AZ, 85250 | $1,400,440,770 | 1982 | 19 | A percentage of AUM, Hourly charges |
| 8 | 7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ, 85258 | $1,359,224,640 | 359 | 5 | A percentage of AUM |
| 9 | 9383 East Bahia Drive, Suite 120 Scottsdale, AZ, 85260 | $1,196,259,533 | 2170 | 10 | A percentage of AUM, Subscription fees, Fixed fees |
| 10 | 7377 E. Doubletree Ranch Road, Suite 250 Scottsdale, AZ, 85258 | $1,191,853,438 | 1942 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 4250 N Drinkwater Blvd, Suite 300 Scottsdale, AZ, 85251 | $1,048,194,064 | 1 | 7 | A percentage of AUM |
| 12 | 23350 N Pima Road, Scottsdale, AZ, 85255-7153 | $1,036,575,400 | 1920 | 29 | A percentage of AUM, Fixed fees |
| 13 | 6263 North Scottsdale Road, Suite 265 Scottsdale, AZ, 85250 | $775,979,843 | 2005 | 28 | A percentage of AUM, Hourly charges, Subscription fees |
| 14 | 7328 East Deer Valley Road, Suite 105 Scottsdale, AZ, 85255 | $736,956,265 | 971 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 8901 E. Pima Center Parkway, Suite 145 Scottsdale, AZ, 85258 | $640,902,238 | 729 | 19 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Scottsdale, Arizona
QualificationsFirm CRD# 111091
Assets Under Management $57,786,360,253
No. Of Clients69
Clients Per Financial Advisor1
VOYA INVESTMENTS, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 121 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 161573
Assets Under Management $32,630,475,936
No. Of Clients25
Clients Per Financial Advisor0
GI PARTNERS is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 152 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 284363
Assets Under Management $6,370,551,613
No. Of Clients20
Clients Per Financial Advisor0
BALBEC CAPITAL MANAGEMENT LP is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ASSET MANAGEMENT FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (NON-DISCRETIONARY ADVISORY SERVICES TO SEPARATELY MANAGED ACCOUNT)
QualificationsFirm CRD# 153139
Assets Under Management $2,727,993,120
No. Of Clients1727
Clients Per Financial Advisor54
REDWOOD INVESTMENT MANAGEMENT, LLC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1727 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (MODEL PORTFOLIO AND SUB-ADVISER TO INVESTMENT ADVISERS, AND SUB-ADVISER TO AFFILIATED INVESTMENT ADVISER.)
QualificationsFirm CRD# 111320
Assets Under Management $2,556,150,742
No. Of Clients4225
Clients Per Financial Advisor163
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4225 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 151568
Assets Under Management $1,564,473,891
No. Of Clients6591
Clients Per Financial Advisor135
VERUS CAPITAL PARTNERS, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6591 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 110623
Assets Under Management $1,400,440,770
No. Of Clients1982
Clients Per Financial Advisor104
IRONWOOD INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1982 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 175300
Assets Under Management $1,359,224,640
No. Of Clients359
Clients Per Financial Advisor72
GLOBAL STRATEGIC INVESTMENT SOLUTIONS is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 108818
Assets Under Management $1,196,259,533
No. Of Clients2170
Clients Per Financial Advisor217
TOTAL INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2170 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 153410
Assets Under Management $1,191,853,438
No. Of Clients1942
Clients Per Financial Advisor139
GALVIN, GAUSTAD & STEIN, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1942 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 305155
Assets Under Management $1,048,194,064
No. Of Clients1
Clients Per Financial Advisor0
STANDPOINT ASSET MANAGEMENT, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 157835
Assets Under Management $1,036,575,400
No. Of Clients1920
Clients Per Financial Advisor66
MSH CAPITAL ADVISORS LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1920 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 282329
Assets Under Management $775,979,843
No. Of Clients2005
Clients Per Financial Advisor72
BALBOA WEALTH PARTNERS, INC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $776M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2005 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 147165
Assets Under Management $736,956,265
No. Of Clients971
Clients Per Financial Advisor97
CAPITAL INSIGHT PARTNERS, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $737M assets under management, the firm specializes in crafting personalized retirement planning solutions for 971 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (INVESTMENT COUNSELING)
QualificationsFirm CRD# 317615
Assets Under Management $640,902,238
No. Of Clients729
Clients Per Financial Advisor38
FORTITUDE FAMILY OFFICE is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 729 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (FAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES)
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