The 8 Best Financial Advisors in Peoria, AZ

Validus Financial Associates PLLC holds an impressive 5-star rating from 25 reviews. Clients commend the firm for its transparent fee structure and comprehensive financial planning services. It’s particularly beneficial for those looking for cost-effective financial advice. The limited number of reviews, however, suggests that trust is still building. 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 clients seeking affordable financial advice. It serves Peoria, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are limited reviews may affect trust and smaller firm may have less availability.

Rock Martin Private Wealth Management has achieved a 5-star rating with 22 reviews, showcasing strong client satisfaction. Reviewers highlight the firm’s dedication to customer relationships and wealth management expertise, making it an attractive option for high-net-worth individuals. Still, the review base is smaller, which may limit its 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 high-net-worth individuals looking for personalized service. It serves Peoria, AZ, with $250 to $600 per hour pricing, and the honest trade-offs are smaller review base and limited services for average earners.

Independent Wealth Management has a commendable rating of 4.8 from 23 reviews. Clients appreciate the firm's independent approach and customized strategies. It's a solid choice for individuals who prefer not to work with larger firms. However, the smaller number of reviews could imply a less established reputation. 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 clients looking for independent financial advice. It serves Peoria, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are smaller review base and may lack resources of larger firms.

Creative Planning holds a rating of 4.7 from 16 reviews. Customers praise its innovative financial solutions and proactive communication. It's especially suited for clients who value creative financial strategies. However, the limited review count may prevent a full picture of its service quality. 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 clients seeking innovative financial strategies. It serves Peoria, AZ, with $200 to $500 per hour pricing, and the honest trade-offs are limited reviews may hinder trust and higher fees than some local competitors.

Fullerton Financial Planning offers a rating of 4.3 from 70 reviews. Clients appreciate the firm’s approach to comprehensive financial planning. However, the mixed reviews suggest that experiences can vary significantly, making it a less reliable choice for some clients. 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 clients looking for a variety of financial services. It serves Peoria, AZ, with $150 to $400 per hour pricing, and the honest trade-offs are mixed client experiences and lower rating compared to others.