Financial Advisors · Chandler, AZ/Updated June 13, 2026
The 10 Best Financial Advisors in Chandler, AZ
Chandler's financial advisory market is growing, with several highly-rated firms ready to assist you in managing your wealth effectively.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceCreative Planning
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Chandler-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
Chandler's financial advisory scene is becoming increasingly competitive, with a dense concentration of advisors seeking to establish trust in a market where most have fewer than 50 reviews. This growing landscape reflects a local economy that values financial guidance, particularly as residents look to secure their financial futures.
To compile this list, we evaluated ten providers based on their Vetted Scores, which incorporate star ratings and review counts. We ensure that no business pays for placement, and we refresh our rankings monthly to keep the information current and relevant for you.
10financial advisors evaluated in Chandler
4.90average rating across the field
359customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a perfect rating of 5 stars from 134 reviews, Creative Planning is highly regarded for its personalized financial strategies and comprehensive planning services.
James Golichowski - Edelman Financial Engines holds a strong 5-star rating from 53 reviews, praised for its focus on delivering value to clients through transparent fees and tailored investment strategies.
Our evaluation process involved analyzing the ratings and reviews of each financial advisor in Chandler, focusing on both the quality and quantity of feedback from clients. We also considered factors such as service area, response times, and state licensing to determine the most reputable firms.
The financial advisors listed here were ranked according to a transparent scoring system, with a combined total of 359 reviews from the ten evaluated businesses. This approach allows you to trust the insights provided and make informed decisions about your financial planning needs.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a perfect rating of 5 stars from 134 reviews, Creative Planning is highly regarded for its personalized financial strategies and comprehensive planning services. Reviewers appreciate the team's expertise and the tailored approach to wealth management. However, given its popularity, appointment availability may be limited. That is a substantial body of feedback for a local operator, enough to trust the rating rather than credit a lucky streak. Most of what reviewers hire it for is comprehensive financial planning. It serves Chandler, AZ, with $200 to $500 per hour pricing, and the honest trade-offs are potentially limited appointment slots and higher fees may apply.
James Golichowski - Edelman Financial Engines holds a strong 5-star rating from 53 reviews, praised for its focus on delivering value to clients through transparent fees and tailored investment strategies. Clients appreciate the approachable nature of the advisors. However, the smaller review base may make some potential clients hesitant. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is value-oriented financial planning. It serves Chandler, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are smaller review base and limited service offerings compared to larger firms.
Pros
Transparent fee structure
Tailored investment strategies
Approachable advisors
Cons
Smaller review base
Limited service offerings compared to larger firms
J. Martin Wealth Management enjoys a 5-star rating from 35 reviews, with clients highlighting the attentive service and commitment to client goals. The firm is well-regarded for retirement planning and investment management. A note of caution is that its relatively recent growth means it is still establishing a broader reputation.
My Modern Wealth holds a 5-star rating from 27 reviews, with clients praising its modern approach to wealth management and investment strategies. The firm emphasizes technology-driven solutions for its clients. However, the smaller number of reviews may indicate a less established presence in the community. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is technology-driven wealth management. It serves Chandler, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are less established presence and limited client testimonials.
Sonmore Financial has a 5-star rating from 25 reviews, with clients appreciating the personalized service and attention to detail. The firm is well-regarded for helping clients with financial planning and investment advice. However, its review count is still relatively low, which may raise some concerns about consistency. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial planning. It serves Chandler, AZ, with $150 to $350 per hour pricing, and the honest trade-offs are lower review count and potential variability in service.
Wealthnest Planners has an impressive 4.8-star rating from 43 reviews, noted for its comprehensive financial planning services and knowledgeable advisors. Clients often highlight the firm's commitment to meeting their financial goals. Still, the slightly lower rating compared to top competitors might make some clients hesitant. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is comprehensive financial planning. It serves Chandler, AZ, with $100 to $300 per hour pricing, and the honest trade-offs are slightly lower rating and limited brand recognition.
StoneCrest Wealth Management, Inc holds a 5-star rating from 15 reviews, praised for its personal touch and attention to individual client needs. Clients appreciate the tailored advice and support. However, the limited number of reviews may suggest that the firm is still building its client base. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial advice. It serves Chandler, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are limited number of reviews and less visibility in the market.
Serve Private Wealth has a 5-star rating from 11 reviews, with clients noting the firm's dedication to understanding their financial situations and goals. They appreciate the proactive communication and guidance. However, the low review count may raise questions about the firm's long-term stability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored financial guidance. It serves Chandler, AZ, with $150 to $350 per hour pricing, and the honest trade-offs are very low review count and building reputation.
Watermark Wealth Strategies has a solid 4.8-star rating from just 6 reviews, appreciated for its straightforward approach to wealth management. Clients value the clear communication and tailored strategies. However, the extremely low review count may cause hesitation for new clients seeking a proven track record. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clear communication in wealth management. It serves Chandler, AZ, with $100 to $250 per hour pricing, and the honest trade-offs are very low review count and limited experience.
Ironwood Wealth Management holds a 4.4-star rating from 10 reviews, with clients acknowledging the firm's honest approach and willingness to help. Reviewers mention the helpful advice provided. However, the small number of reviews may indicate a less established reputation in the area. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is honest financial advice. It serves Chandler, AZ, with $100 to $300 per hour pricing, and the honest trade-offs are very low review count and less established reputation.
Selecting a financial advisor is a critical decision that can significantly impact your financial future. In Chandler, consider these key factors to find the right fit for your needs.
Evaluate Experience and Specialization
Look for advisors with specific expertise in areas that match your financial goals, such as retirement planning, investment strategies, or tax optimization.
Check Licensing and Credentials
Verify that the advisor is properly licensed in Arizona and holds relevant certifications, such as CFP or CFA, to ensure they meet industry standards.
Assess Communication Style and Availability
Choose an advisor whose communication style aligns with your preferences and who is responsive to your inquiries, as this can greatly enhance your advisory experience.
What it costs
What financial advisors cost in Chandler
The cost of hiring a financial advisor in Chandler can vary widely based on the services offered and the advisor's experience. Here are some typical pricing structures you might encounter.
Hourly RateExpect to pay between $150 to $400 per hour, depending on the advisor's expertise and the complexity of your financial situation.
Flat Fee for Comprehensive PlanningMany advisors charge a flat fee ranging from $1,500 to $5,000 for a complete financial plan, which can be a good option for those seeking extensive guidance.
Assets Under Management (AUM) FeeTypically, advisors charge around 1% to 1.5% of assets under management annually. This is common for ongoing advisory relationships.
Retainer FeeSome advisors may offer a retainer model, charging $200 to $500 per month for continuous support and access to financial advice.
Frequently asked questions
How much does financial advising cost in Chandler?
Financial advising services in Chandler typically range from $150 to $400 per hour, depending on the advisor's experience and the complexity of your financial situation.
What qualifications should I look for in a financial advisor in Chandler?
Look for advisors with relevant certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) and a solid track record of client satisfaction.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Chandler residents: <strong>Creative Planning</strong>
If you want a highly-rated advisor with a wealth of experience, Creative Planning is your best bet. Their 134 reviews reflect a strong reputation built over time. For those seeking personalized attention, James Golichowski - Edelman Financial Engines is an excellent choice, especially if you prefer a dedicated advisor with a solid number of reviews. If you are looking for a more hands-on approach with a boutique feel, J. Martin Wealth Management is a great option, even with fewer reviews, they show promise in delivering tailored financial strategies.