Best Financial Planners in Phoenix, Arizona
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Phoenix
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Showing 1-21 of 21 Financial Planners listings in Phoenix, AZ · page 1 of 1
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 449-0146
- apsitaxes.com
Asset Preservation Wealth & Tax, Financial Advisors is a financial planner in Phoenix, AZ. They offer services such as financial planning, retirement planning, tax services, estate planning, Roth IRA conversions, annuity advising, and pension rollovers. With...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (480) 239-6914
- wisewealthpartners.com
Wise Wealth Partners is a financial planner in Phoenix, AZ, located at 2375 E Camelback Rd, Ste 600. The firm provides tax planning, financial planning, investment management, estate planning, and insurance planning services. As a fiduciary, Wise Wealth...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 343-9301
- strategyfinancialgroup.com
Strategy Financial Group is a financial planner in Phoenix, Arizona. The firm provides specialized services including retirement income planning, investment and wealth management, tax-efficient strategies, healthcare planning, and legacy and estate planning...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (480) 527-0505
- marinerfinance.com
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (480) 927-3639
- ameripriseadvisors.com
Arizona Private Wealth - Ameriprise Financial Services, LLC is a financial planner in Phoenix, AZ. They offer personalized financial advice to help clients reach their financial goals and provide comprehensive services including how to get started, costs of...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (480) 442-5816
- mefinancial.net
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (253) 973-4277
- truewealthfp.com
TrueWealth Financial Partners of Phoenix: TrueWealth Financial Partners is a financial planner in Phoenix, Arizona, serving individuals and families with comprehensive financial guidance. The firm specializes in retirement planning, investment strategy, tax optimization, estate planning, and...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 813-0202
- welborn-financial.com
Welborn Financial is a financial planner in Phoenix, AZ. They specialize in integrated tax-smart wealth management for entrepreneurs and high-net-worth families in Arizona. Their services include comprehensive retirement planning, succession planning, and...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 864-1012
- faltd.com
Fiduciary Advisors, Ltd. is a financial planner in Phoenix, AZ, located at 4242 N 19th Ave #150. The firm provides pension consulting, executive plans, and retirement plan administration for business owners across the United States, with a primary focus on...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 603-4000
- farnamfinancial.com
Farnam Financial is a financial planner in Phoenix, AZ. Services include retirement planning, investment management, tax planning, estate planning, and insurance review. The firm follows a process that begins with a Life Discovery meeting to discuss values...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (888) 983-7526
- endeavoradvisorsllc.com
Endeavor Advisors, LLC is a financial planner in Phoenix, AZ. They offer full-service financial planning services as an independent and fiduciary firm with offices in Arizona and California. Their team of Certified Financial Planners™ specializes in various...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 795-7600
- epwealth.com
EP Wealth Advisors of Phoenix is a financial planner in Phoenix, Arizona, serving individuals and families with comprehensive wealth management solutions. The firm specializes in financial planning, retirement planning, estate planning, tax planning...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 635-7399
- investwithff.com
Financial Freedom Advisors of Phoenix: Financial Freedom Advisors is a financial planner in Phoenix, AZ. The firm specializes in helping individuals develop sound retirement strategies, with a particular focus on those who are retired or approaching retirement. Services include personalized...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (480) 788-7158
- stillwaterfp.com
Stillwater Financial Planning is a financial planner in Phoenix, AZ. It serves pre-retirees and retirees, typically individuals and families between the ages of 55 and 70 who have worked hard and saved well. The firm provides comprehensive, values-informed...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 274-0371
- fpuinc.com
Financial Planning Unlimited is a financial planner in Phoenix, AZ. The firm specializes in financial planning, retirement planning, investment management, tax planning, and estate planning. It serves individuals, families, and businesses seeking to achieve...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 281-4357
- moneyaz.com
Perspective Financial Services is a financial planner in Phoenix, AZ, located at 1440 East Missouri Avenue, Suite 250. The firm provides personalized financial planning and investment management to individuals and families. Founded in 2003 by Mike McCann, the...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 952-2243
- home.wellsfargoadvisors.com
Wells Fargo Advisors of Phoenix is a financial planner in Phoenix, Arizona. The office serves clients in the Phoenix area through a team of financial advisors: Anthony (Tony) McMahan, Michael S. Pace, Stephen Pettee, Nathalie Potvin, John Wentworth, and...
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 954-8766
- zachrygroup.com
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (602) 268-0611
- certifiedadvisors.com
Score breakdown
- Financial Planner
- Phoenix, Arizona
- (833) 777-4296
- brightwm.com
- Financial Planner
- Phoenix, Arizona
- (833) 777-4296
- support.brightmls.com
Bright Wealth Management empowers clients through personalized financial planning, ensuring a bright future starts with a solid foundation. Our mission is to help you build the retirement and legacy you envision.
What the Data Shows for Financial Planners in Phoenix
35% of the 20 financial planners we measured in Phoenix reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 44, compared with an average SEO score of 70.
The average Google rating across 19 rated financial planners is 4.9, and the median listing has 22 reviews.
None of the 21 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 21 financial planners in Phoenix, Arizona by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Phoenix ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Phoenix, Arizona does BizScoreAI track?
21 financial planners in Phoenix currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 77.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 35% of measured financial planners in Phoenix score 50 or higher.
Is being listed free?
Yes. Every financial planner in Phoenix is listed and scored for free, and claiming a listing is free too.
