Find the right financial advisor, right here in Arizona.
Answer a few questions about your goals. Our local team personally matches you with a vetted Arizona advisor who fits, and introduces you.
- Advisors based in Arizona and registered with the SEC or the state
- Matched by a real person on our team, not an algorithm
- Free to use, with no obligation to hire
Three steps to the right advisor
Answer a few questions
About two minutes. Tell us your stage of life, your goals, and how you like to meet.
We hand-pick your advisor
A real person on our Arizona team reviews your answers and matches you with an advisor whose experience, fees, and location fit what you need.
Meet for free
We introduce you, usually within one business day. Your first conversation is free, and you're under no obligation to hire anyone.
Every advisor is checked before joining our network
We only introduce you to advisors who meet all four of these standards.
Registered and in good standing
Registered with the SEC or the Arizona Corporation Commission's Securities Division, with a current Form ADV on file.
Clean disciplinary record
We review each advisor's history on the SEC's Investment Adviser Public Disclosure site and FINRA BrokerCheck.
Fiduciary for advisory clients
Every advisor in our network has a legal duty to act in your best interest when giving investment advice.
Based in Arizona
Advisors who live and work here, know Arizona's tax rules, and can meet you in person.
Arizona has its own money rules. Your advisor should know them.
A planner across the country can manage a portfolio. An Arizona advisor also plans around the state's taxes, its community property law, and what retiring here actually costs.
Arizona's flat state income tax rate, one of the lowest in the country.
State income tax on Social Security benefits in Arizona.
Arizona is a community property state, which affects how married couples own assets and plan their estates.
Arizona has no state estate tax or inheritance tax.
Help for every part of your financial life
Retirement planning
When you can retire, how much you can spend, and when to claim Social Security.
Investment management
A portfolio built around your goals and how much risk you're comfortable with.
Tax planning
Roth conversions, tax-loss harvesting, and drawing income in the right order.
Estate planning
Trusts, beneficiaries, and passing wealth on, coordinated with your attorney.
401(k) rollovers
What to do with an old employer plan when you change jobs or retire.
Business owners
Retirement plans for your business, succession, and planning for a sale.
Six questions to ask any financial advisor
Good advisors are happy to answer these in your first meeting.
- ?Are you a fiduciary all of the time, for every account?
- ?How are you paid, and what will I pay in total each year?
- ?What are your credentials, such as CFP® or CFA?
- ?Who are your typical clients?
- ?Where is my money held, and who is the custodian?
- ?How often will we meet, and who else on your team will I work with?
Frequently asked questions
Is Arizona Advisor Match really free?
Yes. You never pay us anything. Advisors in our network pay us a fee for introductions. That fee does not change what an advisor charges you.
How do you choose my advisor?
A person on our team, not an algorithm, reviews your answers: your goals, your savings, your ZIP code, and how you like to meet. We then match you with the advisor in our network whose experience, fees, and typical clients fit you best.
How quickly will I hear from you?
Usually within one business day. We'll email you with your advisor's name and background, and your advisor will reach out to set up a free first meeting.
Am I obligated to hire the advisor?
No. The first meeting is free, and you're under no obligation to hire anyone. If the fit isn't right, tell us and we can suggest someone else.
Who will see my information?
Our team and the advisor you're matched with. We never sell your information to anyone else. See our Privacy Policy for details.
Do you work with people outside Arizona?
Not right now. Every advisor in our network is based in Arizona and works with Arizona residents.
What does a financial advisor cost?
It depends on the advisor. Common models are a percentage of the assets they manage (often around 1% a year), a flat annual fee, or an hourly rate. Your advisor will explain exactly how they're paid before you commit to anything.
Find your Arizona advisor in about two minutes
Free, private, and no obligation.