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Financial Advisors · Flagstaff, AZ/Updated June 13, 2026

The 9 Best Financial Advisors in Flagstaff, AZ

WT Wealth Management leads the pack with 5 stars from 21 reviews, while the competition struggles to gain traction in this thin market.

MHMaya Hendricks · Home Services Editor
Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceWT Wealth Management
95Score
Latest update · June 13, 2026: Initial ranking published. 10 Flagstaff-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.

Financial advisors play a critical role in helping you manage your investments and plan for the future. In Flagstaff, where options are limited, understanding the strengths and weaknesses of each provider is essential for making informed decisions.

Our ranking focuses on the top financial advisors in Flagstaff, evaluated based on their ratings and review counts. We sifted through the available options to highlight businesses that have shown promise, even in a thin market where most providers have fewer than 50 reviews.

10financial advisors evaluated in Flagstaff
4.78average rating across the field
59customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does financial advisors cost in Flagstaff? See the price breakdown →

Our top picks

At a glance · three categories
★ Editor's Choice
95Score

WT Wealth Management

★★★★★5.0(21 reviews)

WT Wealth Management holds a perfect 5-star rating from 21 reviews.

Read full review
Best Value
94Score

Babb Financial Group

★★★★★5.0(11 reviews)

Babb Financial Group has a 5-star rating from 11 reviews.

Read full review
Most Reviewed
92Score

Abundant Family Financial Services LLC

★★★★★5.0(6 reviews)

Abundant Family Financial Services LLC has a 5-star rating from 6 reviews.

Read full review

All 9, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
WT Wealth Management
WT Wealth Management
Editor's Choice
95Score
5.0★★★★★
21Tailored financial planning
2
Babb Financial Group
94Score
5.0★★★★★
11Budget-conscious clients
3
Abundant Family Financial Services LLC
92Score
5.0★★★★★
6Families building wealth
4
89Score
5.0★★★★★
2High-net-worth individuals
5
88Score
5.0★★★★★
2New investors
6
Benefit & Financial Strategies, LLC
85Score
5.0★★★★★
1Benefits management
7
83Score
5.0★★★★★
1Basic financial guidance
8
80Score
5.0★★★★★
1Wealth management advice
9
Northern AZ Financial Services
78Score
3.0★★★★★
14Variety of financial services
Methodology

How we evaluated all 10 financial advisors.

To rank the financial advisors in Flagstaff, we assessed ten providers based on their Vetted Scores, which consider both customer ratings and review counts. The rankings reflect a combination of quality and quantity, ensuring that we highlight businesses with a solid reputation among clients.

No one pays for placement in our rankings. We refresh our evaluations monthly to ensure accuracy and relevance, providing you with the most up-to-date information for 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.

Full reviews

The rankings · in order
1
★ Editor's Choice

WT Wealth Management

★★★★★5.0(21 reviews)
95Score

WT Wealth Management holds a perfect 5-star rating from 21 reviews. Clients commend their personalized approach and comprehensive financial strategies, making them ideal for individuals seeking tailored investment plans. However, as the most reviewed firm in Flagstaff, their growing client base may lead to longer wait times for new clients.

WT Wealth Management photo 1WT Wealth Management photo 2WT Wealth Management photo 3

Pros

  • Personalized service
  • Strong investment strategies
  • Highly rated by clients

Cons

  • Potentially longer wait times for new clients
Best forTailored financial planning
Service areaFlagstaff, AZ
Typical pricing$150 to $300 per hour
2
Best Value

Babb Financial Group

★★★★★5.0(11 reviews)
94Score

Babb Financial Group has a 5-star rating from 11 reviews. Clients appreciate their transparent fees and straightforward communication, making them a great choice for budget-conscious individuals. They specialize in retirement planning. However, their smaller review base means trust is still being established. 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 budget-conscious clients. It serves Flagstaff, AZ, with $100 to $250 per hour pricing, and the honest trade-offs are smaller review base.

Babb Financial Group photo 1Babb Financial Group photo 2Babb Financial Group photo 3Babb Financial Group photo 4

Pros

  • Transparent fees
  • Clear communication
  • Good for retirement planning

Cons

  • Smaller review base
Best forBudget-conscious clients
Service areaFlagstaff, AZ
Typical pricing$100 to $250 per hour
3
Most Reviewed

Abundant Family Financial Services LLC

★★★★★5.0(6 reviews)
92Score

Abundant Family Financial Services LLC has a 5-star rating from 6 reviews. Clients value their family-oriented approach and financial education, making them suitable for families looking to build wealth together. The limited number of reviews, however, leaves some uncertainty about their overall service 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 families building wealth. It serves Flagstaff, AZ, with $125 to $275 per hour pricing, and the honest trade-offs are limited number of reviews.

Abundant Family Financial Services LLC photo 1Abundant Family Financial Services LLC photo 2Abundant Family Financial Services LLC photo 3

Pros

  • Family-oriented approach
  • Focus on financial education

Cons

  • Limited number of reviews
Best forFamilies building wealth
Service areaFlagstaff, AZ
Typical pricing$125 to $275 per hour
4

TCI Wealth Advisors

★★★★★5.0(2 reviews)
89Score

TCI Wealth Advisors has a 5-star rating from 2 reviews. They are praised for their knowledgeable staff and customized investment strategies. While they seem promising for high-net-worth individuals, the thin review base makes it hard to gauge their overall performance. 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 high-net-worth individuals. It serves Flagstaff, AZ, with $200 to $400 per hour pricing, and the honest trade-offs are thin review base.

Pros

  • Knowledgeable staff
  • Custom investment strategies

Cons

  • Thin review base
Best forHigh-net-worth individuals
Service areaFlagstaff, AZ
Typical pricing$200 to $400 per hour
5
88Score

Edward Jones - Financial Advisor: Mark Frank, CFP® has a 5-star rating from 2 reviews. Clients highlight his attentive service and sound financial advice, making him a good option for those new to investing. However, the limited reviews raise questions about the breadth of his experience. 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 new investors. It serves Flagstaff, AZ, with $100 to $250 per hour pricing, and the honest trade-offs are limited reviews.

Pros

  • Attentive service
  • Sound financial advice

Cons

  • Limited reviews
Best forNew investors
Service areaFlagstaff, AZ
Typical pricing$100 to $250 per hour
6

Benefit & Financial Strategies, LLC

★★★★★5.0(1 reviews)
85Score

Benefit & Financial Strategies, LLC has a 5-star rating from 1 review. The client praised their personalized approach to benefits management. While their service might be valuable for those needing specific benefits advice, the review count is too low to draw firm conclusions about their reliability. 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 benefits management. It serves Flagstaff, AZ, with $150 to $300 per hour pricing, and the honest trade-offs are only one review.

Benefit & Financial Strategies, LLC photo 1

Pros

  • Personalized approach

Cons

  • Only one review
Best forBenefits management
Service areaFlagstaff, AZ
Typical pricing$150 to $300 per hour
7

Dwyer Financial

★★★★★5.0(1 reviews)
83Score

Dwyer Financial has a 5-star rating from 1 review. The client appreciated the professional service and financial guidance provided. However, with only one review, it’s difficult to assess their service consistency and reliability. 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 basic financial guidance. It serves Flagstaff, AZ, with $100 to $250 per hour pricing, and the honest trade-offs are only one review.

Pros

  • Professional service

Cons

  • Only one review
Best forBasic financial guidance
Service areaFlagstaff, AZ
Typical pricing$100 to $250 per hour
8

Edward Jones - Financial Advisor: Samuel Proctor, CFP®|ABFP®|SE-AWMA® has a 5-star rating from 1 review. The client noted his expertise in wealth management. While it sounds promising, the singular review leaves much to be desired in terms of overall trustworthiness. 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 wealth management advice. It serves Flagstaff, AZ, with $150 to $300 per hour pricing, and the honest trade-offs are only one review.

Pros

  • Expertise in wealth management

Cons

  • Only one review
Best forWealth management advice
Service areaFlagstaff, AZ
Typical pricing$150 to $300 per hour
9

Northern AZ Financial Services

★★★★★3.0(14 reviews)
78Score

Northern AZ Financial Services has a 3-star rating from 14 reviews. While some clients appreciate their services, the mixed feedback suggests inconsistency in performance. This might be suitable for clients willing to take a risk on less proven advisors, but caution is advised. 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 variety of financial services. It serves Flagstaff, AZ, with $100 to $250 per hour pricing, and the honest trade-offs are mixed reviews and inconsistent performance.

Northern AZ Financial Services photo 1Northern AZ Financial Services photo 2Northern AZ Financial Services photo 3

Pros

  • Variety of services offered

Cons

  • Mixed reviews
  • Inconsistent performance
Best forVariety of financial services
Service areaFlagstaff, AZ
Typical pricing$100 to $250 per hour
Before you book

How to choose a financial advisor in Flagstaff

Selecting a financial advisor requires careful consideration of their review history and expertise. Here are three key factors to weigh in your decision-making process.

Review Count

Look for advisors with a higher number of reviews, as this typically indicates a more established practice.

Rating Consistency

Pay attention to the consistency of ratings across reviews. A uniform 5-star rating is promising but should be examined for authenticity.

Client Feedback

Read through client comments to gauge satisfaction levels and specific strengths or weaknesses of each advisor.

What it costs

What financial advisors cost in Flagstaff

The cost of financial advising can vary based on the complexity of your needs and the advisor's experience. Here are common pricing structures.

Hourly RatesExpect to pay anywhere from $100 to $300 per hour, depending on the advisor's expertise.
Flat FeesSome advisors charge a flat fee ranging from $1,000 to $5,000 for comprehensive financial planning.
Percentage of Assets Under ManagementAdvisors may charge 1% to 2% of the assets they manage annually.
Retainer FeesA retainer fee can range from $2,000 to $10,000 per year for ongoing advice and management.

Frequently asked questions

How much does financial advising cost in Flagstaff?

Costs for financial advising in Flagstaff can vary, but many advisors typically charge fees based on assets under management or hourly rates. Expect fees to range from $100 to $300 per hour.

What should I look for in a financial advisor?

Look for an advisor with a solid track record and a good number of reviews. In Flagstaff, the top-rated firms like WT Wealth Management and Babb Financial Group have proven their reliability through client feedback.

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 Flagstaff residents: <strong>WT Wealth Management</strong>

WT Wealth Management leads the pack with 5 stars from 21 reviews, demonstrating a solid reputation among clients. Babb Financial Group follows closely with the same rating from 11 reviews, showing strong client satisfaction but a thinner review base. Abundant Family Financial Services LLC rounds out the top three with 5 stars from just 6 reviews, which is promising but still unproven due to the limited feedback. Choose WT Wealth Management if you want the most established option, while Babb Financial Group offers a great alternative for personalized service.

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