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Financial planning in Tempe, AZ

14 advisers in Tempe offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

Arbor Wealth Management, LLC7581 S Willow Drive, Suite 110 · Tempe, AZ 85283 · (480) 818-8300 · Financial planningCRD 168774 · % of assets, Hourly charges, Fixed fees · $138.1 million AUMSEC registeredNo commissions reportedCalisi Wealth Management8727 S Priest Dr., Ste 103 · Tempe, AZ 85284 · (480) 277-0677 · Financial planningCRD 336221 · % of assets · $74.9 million AUMState registeredNo commissions reportedCapital Strategies Group, LLC2151 E. Baseline Road, Suite 101 · Tempe, AZ 85283 · (480) 635-4050 · Financial planningCRD 140120 · % of assets, Fixed fees · $102.8 million AUMState registeredNo commissions reportedEmbark Wealth Management, LLC398 S Mill Avenue, Suite 302 · Tempe, AZ 85281 · (888) 433-8881 · Financial planningCRD 157950 · % of assets · $57.4 million AUMSEC registeredNo commissions reportedEnvision Retirement LLC430 W Warner Road, Suite 108 · Tempe, AZ 85284 · (602) 888-3099 · Financial planningCRD 319587 · % of assets · $96.1 million AUMState registeredNo commissions reportedFinancial Life Planners2151 E Broadway, Suite 203 · Tempe, AZ 85282 · (480) 477-8530 · Financial planningCRD 129415 · % of assets, Hourly charges · $208.4 million AUMSEC registeredNo commissions reportedGraystone Partners Wealth Management, LLC1095 West Rio Salado Parkway, Suite 101 · Tempe, AZ 85281 · (480) 557-9727 · Financial planningCRD 306068 · % of assets, Fixed fees · $297.3 million AUMSEC registeredNo commissions reportedHarding Wealth, INC.222 S. Mill Avenue, #800 · Tempe, AZ 85281 · (602) 610-9545 · Financial planningCRD 282686 · % of assets, Fixed fees · $212.6 million AUMSEC registeredNo commissions reportedIntrinsic Wealth Counsel, INC.1255 W. Rio Salado Pkwy, Suite 115 · Tempe, AZ 85281 · (480) 924-5613 · Financial planningCRD 105022 · % of assets, Hourly charges, Other · $344.7 million AUMSEC registeredNo commissions reportedJohnson Financial Advisors1095 W Rio Salado Parkway, Suite 201 · Tempe, AZ 85281 · (602) 242-4000 · Financial planningCRD 104621 · % of assets, Fixed fees · $301.0 million AUMSEC registeredNo commissions reported
Martinsen Wealth Management7855 S. River Parkway, Suite 201 · Tempe, AZ 85284 · (480) 550-6556 · Financial planningCRD 332433 · % of assets · $143.2 million AUMSEC registeredNo commissions reportedOptima Capital Management222 S Mill Ave, Ste 800 · Tempe, AZ 85281 · (480) 757-9052 · Financial planningCRD 306036 · % of assets · $150.3 million AUMSEC registeredNo commissions reportedRubicon Financial Network2181 E. Warner Road, Suite 101 · Tempe, AZ 85284 · (480) 650-9517 · Financial planningCRD 113980 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedTortoise Wealth Management4667 South Lakeshore Drive, Suite 1 · Tempe, AZ 85282 · (480) 242-1553 · Financial planningCRD 332492 · % of assets, Hourly charges, Fixed fees · $11.2 million AUMState registeredNo commissions reported