Financial Advisors · Phoenix, AZ/Updated June 13, 2026
The 10 Best Financial Advisors in Phoenix, AZ
Finding the right financial advisor can be challenging. Avoid common pitfalls with our guide to the best in Phoenix.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceEndeavor Advisors, LLC
95Score
Latest update · June 13, 2026: Initial ranking published. 10 Phoenix-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
Choosing a financial advisor is a critical step in securing your financial future, especially in a growing city like Phoenix. With a population of over 1.7 million, the need for personalized financial guidance is more important than ever.
We evaluated ten financial advisors in the metro area, considering their ratings and the number of reviews. Our rankings reflect real experiences from local clients, providing a transparent view of who to trust with your financial health.
10financial advisors evaluated in Phoenix
4.86average rating across the field
443customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a stellar rating of 5 stars from 160 reviews, Endeavor Advisors, LLC is highly regarded for its personalized financial planning and investment strategies.
To compile our list, we assessed each advisor's Vetted Score based on client reviews and overall rating. We focused on businesses with a solid reputation and verified feedback, ensuring that no one pays for placement in our rankings.
Our evaluations are refreshed monthly to reflect the most current data available. This approach guarantees that you receive the most relevant and trustworthy information when selecting a financial advisor in Phoenix.
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 stellar rating of 5 stars from 160 reviews, Endeavor Advisors, LLC is highly regarded for its personalized financial planning and investment strategies. Clients appreciate the firm's attentive service and expertise in navigating complex financial situations. However, as with any service, some clients have noted occasional delays in communication during busy periods.
Pros
Personalized financial planning
Expertise in investment strategies
Highly responsive to client needs
Cons
Occasional communication delays
Best forIndividuals seeking tailored financial advice
Asset Preservation Wealth & Tax has earned a perfect 5-star rating from 137 reviews. Clients value the firm's focus on wealth preservation and tax strategies, which can lead to significant savings. The team is noted for their thoroughness and client education. Some clients, however, wish for more frequent updates during the planning process.
Pros
Strong focus on wealth preservation
Expert tax strategies
Educational approach to financial planning
Cons
Desire for more frequent updates
Best forClients looking to preserve wealth and optimize tax situations
Bright Wealth Management holds a 5-star rating from 38 reviews, with clients praising the firm's transparency and commitment to client goals. The financial planners are known for their approachable demeanor and clear communication. However, the relatively smaller number of reviews suggests that their reputation is still building. 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 individuals wanting a friendly and transparent financial advisor. It serves Phoenix, AZ, with $125 to $275 per hour pricing, and the honest trade-offs are smaller review base may indicate less experience.
Pros
Transparent fee structure
Approachable and friendly staff
Clear communication
Cons
Smaller review base may indicate less experience
Best forIndividuals wanting a friendly and transparent financial advisor
Farnam Financial has a solid 5-star rating from 22 reviews, with clients appreciating the tailored approach to retirement planning and investment. The advisor's personalized attention stands out. However, the limited number of reviews means some potential clients might hesitate to choose them as their primary financial advisor. 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 focused on retirement planning. It serves Phoenix, AZ, with $150 to $300 per hour pricing, and the honest trade-offs are limited reviews may affect trust.
Welborn Financial holds a 5-star rating from 19 reviews, with clients highlighting the firm's expertise in investment management and financial planning. Their client-first approach is often noted. However, the small number of reviews may lead to uncertainty for prospective clients. 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 individuals seeking investment management. It serves Phoenix, AZ, with $150 to $300 per hour pricing, and the honest trade-offs are few reviews may raise concerns.
TrueWealth Financial Partners has a 5-star rating from 19 reviews, with clients appreciating the firm’s comprehensive financial planning services. Their responsiveness is often praised. On the flip side, the limited review count may leave some potential clients looking for more established options. 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 comprehensive financial planning. It serves Phoenix, AZ, with $125 to $250 per hour pricing, and the honest trade-offs are limited reviews might deter some clients.
Pros
Comprehensive financial planning
Responsive service
Cons
Limited reviews might deter some clients
Best forClients looking for comprehensive financial planning
Kaizen Wealth carries a 5-star rating from 18 reviews, with clients praising the firm’s personalized service and financial education. They focus on helping clients understand their financial situations. However, the small review base suggests that they are relatively new or less known 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 clients who value financial education. It serves Phoenix, AZ, with $100 to $250 per hour pricing, and the honest trade-offs are small review base may affect trust.
Financial Freedom Advisors has a 5-star rating from 16 reviews. Clients appreciate their straightforward approach to financial planning and investment. They are recognized for helping clients achieve their financial goals. Still, the limited number of reviews could make some potential clients cautious. 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 individuals seeking straightforward financial advice. It serves Phoenix, AZ, with $100 to $250 per hour pricing, and the honest trade-offs are limited reviews may raise concerns.
Pros
Straightforward approach
Focus on achieving financial goals
Cons
Limited reviews may raise concerns
Best forIndividuals seeking straightforward financial advice
Allworth Financial has a rating of 4.6 stars from 10 reviews. Clients commend the firm for its knowledgeable advisors and solid investment strategies. However, the lower rating compared to others in the top tier and the small review count may deter some potential clients. 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 knowledgeable investment advice. It serves Phoenix, AZ, with $150 to $300 per hour pricing, and the honest trade-offs are lower rating and small review count.
Pros
Knowledgeable advisors
Solid investment strategies
Cons
Lower rating and small review count
Best forClients looking for knowledgeable investment advice
Perspective Financial Services has a rating of 4 stars from only 4 reviews. Clients appreciate the firm’s basic financial planning services, but the limited feedback makes it hard to gauge their full capabilities. This may not be the best option for those seeking significant financial guidance. 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 needing basic financial planning. It serves Phoenix, AZ, with $100 to $200 per hour pricing, and the honest trade-offs are very few reviews make assessment difficult.
Selecting the right financial advisor can make a significant difference in your financial journey. Here are key questions to ask potential advisors to help you make an informed decision.
What is your investment philosophy?
Understanding an advisor's approach to investments can reveal whether their strategy aligns with your financial goals.
How do you charge for your services?
Clarifying fees upfront, whether flat rates or commissions, helps you gauge the overall cost of working with them.
Can you provide references from current clients?
Hearing from existing clients can offer insights into the advisor's reliability and effectiveness.
What it costs
What financial advisors cost in Phoenix
The cost of hiring a financial advisor in Phoenix can vary widely based on their services and your financial needs. Here are common pricing structures to consider.
Hourly RateExpect to pay between $100 to $300 per hour for financial advice, depending on the advisor's experience.
Flat FeeSome advisors charge a flat fee of $1,500 to $5,000 for comprehensive financial planning services.
Percentage of Assets Under Management (AUM)Advisors may charge 0.5% to 1% of the assets they manage for you, which can add up as your portfolio grows.
Retainer FeeA monthly retainer fee can range from $100 to $500, providing ongoing access to financial advice.
Frequently asked questions
How much does hiring a financial advisor cost in Phoenix?
Fees vary by firm, but typically range from $1,000 to $5,000 for initial setup, plus ongoing management fees of 0.5% to 1% of assets under management.
What factors should I consider when choosing a financial advisor in Phoenix?
Consider their experience, fee structure, and client reviews. Since most local providers have under 50 reviews, look for firms with a strong track record and transparent pricing.
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 Phoenix residents: <strong>Endeavor Advisors, LLC</strong>
Choose Endeavor Advisors, LLC for its proven track record with 5 stars from 160 reviews, making it the clear leader in Phoenix. If you're looking for a firm with solid expertise in tax strategies, Asset Preservation Wealth & Tax, Financial Advisors is also a great option, especially if you have complex tax situations. For those seeking personalized financial planning with fewer reviews, Bright Wealth Management - Financial Planner offers strong service despite a thinner review base.
Cityvetted
