Financial Advisors · Gilbert, AZ/Updated June 13, 2026
The 9 Best Financial Advisors in Gilbert, AZ
In a growing market with limited options, finding a reliable financial advisor in Gilbert can make all the difference in achieving your financial goals.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent9 companies evaluated
cover story
★ Editor's ChoiceStewardship
96Score
Latest update · June 13, 2026: Initial ranking published. 9 Gilbert-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.
Gilbert's financial advisory market is still forming, with only nine providers evaluated. This limited density means you may encounter some promising but unproven options, so making an informed choice is crucial.
To compile this list, we assessed each advisor's ratings and review counts. The rankings reflect a mix of customer satisfaction and trust, with established players like Stewardship leading the way.
9financial advisors evaluated in Gilbert
4.94average rating across the field
692customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
We evaluated nine financial advisors in Gilbert based on their customer ratings and the number of reviews. Each business is scored on a scale of 0 to 100, with placements based solely on merit, not payment.
This list is refreshed monthly to reflect the latest reviews and ratings. Our aim is to provide a transparent overview of the local market, ensuring you have access to the best options available.
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.
Stewardship holds a perfect 5-star rating from 400 reviews. Clients appreciate their personalized approach and expertise in financial planning. They are best for those seeking tailored investment strategies and comprehensive financial advice. However, their extensive clientele may lead to longer wait times for appointments. A review base that deep is hard to game, and the score barely moves across it, which is the clearest consistency signal we track. Most of what reviewers hire it for is tailored investment strategies. It serves Gilbert, AZ, with $200 to $500 per hour pricing, and the honest trade-offs are longer wait times for appointments and potential for high demand.
Trajan Wealth also boasts a 5-star rating, with 77 reviews highlighting their commitment to client education and transparent fee structures. They excel in retirement planning and wealth management. A minor drawback is their smaller team size, which may limit availability during peak times. 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 retirement planning and wealth management. It serves Gilbert, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are smaller team size and limited availability during busy periods.
With a 5-star rating from 65 reviews, Asset Preservation Wealth & Tax is praised for their expertise in tax-efficient investment strategies. Clients value their proactive communication and attention to detail. However, their relatively smaller review base compared to the top contenders may leave 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 tax-efficient investment strategies. It serves Gilbert, AZ, with $175 to $450 per hour pricing, and the honest trade-offs are smaller review base and less brand recognition.
Cook Financial Group has a strong 4.9-star rating from 64 reviews. Clients commend their thorough financial analysis and retirement planning services. They are ideal for individuals looking for comprehensive financial assessments. However, some clients have noted that they can be more expensive than other options. 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 assessments. It serves Gilbert, AZ, with $200 to $500 per hour pricing, and the honest trade-offs are higher pricing than competitors and limited flexibility in services.
Kingdom Wealth Advisers earns a 5-star rating from 27 reviews, with clients praising their ethical approach to financial advising. They excel in socially responsible investing and family wealth management. However, their limited client base may leave some potential clients wanting more established 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 socially responsible investing. It serves Gilbert, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are limited client base and less established reputation.
J. Martin Wealth Management has a solid 5-star rating from 17 reviews. Clients appreciate their personalized service and focus on family financial planning. They are a good choice for families needing tailored financial strategies. However, their limited reviews may lead to questions about their overall 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 family financial planning. It serves Gilbert, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are limited reviews and less brand recognition.
Wealth Guardian Group holds a 4.6-star rating from 30 reviews. Clients value their expertise in investment management and risk assessment. They are suitable for individuals looking for thorough investment strategies. However, some clients have mentioned a lack of communication during busy periods. 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 investment management. It serves Gilbert, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are communication issues during busy times and less personalized service.
Saturn Wealth has a 5-star rating from 9 reviews, with clients appreciating their modern approach to financial advising. They are best for tech-savvy individuals looking for innovative investment solutions. However, their limited review count means trust is still forming. 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 tech-savvy investors. It serves Gilbert, AZ, with $150 to $350 per hour pricing, and the honest trade-offs are limited review count and less established reputation.
Maridea Wealth Management has a 5-star rating from just 3 reviews. Clients appreciate their focus on personalized wealth management. They are ideal for those who prefer a boutique experience. However, the small number of reviews makes it hard to gauge their overall 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 boutique financial services. It serves Gilbert, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are very limited reviews and less established presence.
Selecting a financial advisor in Gilbert requires careful consideration of several factors. The local market is competitive, and understanding your needs and the services offered can lead to better financial outcomes.
Consider their experience and reviews
Look for advisors with a proven track record and a substantial number of positive reviews. Established firms like Stewardship and Trajan Wealth have hundreds of reviews, indicating reliability.
Check their service area
Ensure the advisor serves your specific location within Gilbert. Some may have a broader reach, while others focus on local clientele.
Understand their fee structure
Different advisors have varying fees, so ask about their pricing models. Some may charge hourly, while others use a percentage of assets managed.
What it costs
What financial advisors cost in Gilbert
The cost of hiring a financial advisor in Gilbert varies based on services and complexity. Here’s a breakdown of typical pricing structures to help you budget accordingly.
Hourly RateExpect to pay between $100 to $300 per hour for advice, depending on the advisor's experience and expertise.
Flat FeesSome advisors charge a flat fee ranging from $1,500 to $5,000 for comprehensive financial planning services.
Assets Under Management (AUM)Many firms charge a fee based on a percentage of assets managed, typically around 1% annually.
Retainer FeesA retainer fee could range from $2,000 to $10,000 per year, providing ongoing access to financial advice and services.
Frequently asked questions
How much does financial advising cost in Gilbert?
Most financial advisors in Gilbert charge between $100 to $300 per hour, but some may offer flat fees for specific services.
What should I expect from a financial advisor in Gilbert?
You can expect personalized financial planning, investment management, and tax advice, especially from those with a solid review base.
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 Gilbert residents: <strong>Stewardship</strong>
If you seek a highly rated advisor with a wealth of experience, Stewardship is the clear choice, particularly for families planning for the future. For those with specific investment needs, Trajan Wealth offers tailored services that are ideal for younger professionals. If you're focused on tax strategies, Asset Preservation Wealth & Tax, Financial Advisors is a promising option, especially for retirees looking to optimize their income.
Cityvetted
