What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Tucson, AZ area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Tucson, AZ Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Samuel Swift
CFP®, CFA®, AIF®
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Scott Styrmoe
CPA, CFP®, MBA
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Chad Lawyer
CFP®, RICP®, AEP®, RSSA®
Life Strategy Partners
Tucson, AZ
Specialties: Comprehensive Financial Planning, Tax-Smart Distribution Planning, Proactive Tax Planning, Social Security Optimization, Philanthropic Planning, Legacy and Estate Planning, Planning the Journey into Elderhood
As a Fee-Only Wealth Manager focused on retirees, I design tax-smart distribution plans, optimize Social Security claiming, and seamlessly integrate proactive tax planning strategies into our client's retirement plans.
Lily Graves
CFP®, CSRIC™
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Scott Bennett
CFP®
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Cody Cassidy
CFP®
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Raman Singh
CFP®
Singh PWM
Marana, AZ
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Tax Planning, Investment Management, Stock Options Planning, College Education Planning, Major Life Events Planning, Retirement Income Planning, Risk Management Planning
Helping busy Pre-Retirees and Small Business Owners who are too busy and they have complexities with their finances as their Flat-Fee Fiduciary! CFP® Pro since 2016.
Bill Holliday
CFP®, AIF®, CSRIC®™
AIO Financial
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning
Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing (ESG Investing).
John Stephens
MD, CFA®, CFP®, MBA
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Patricia Raskob
EA, ATA
Raskob Kambourian Financial Advisors
Tucson, AZ
Specialties: Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, preparation and representation
Fee-Only Financial Advisor serving the Tucson, AZ area.
Elias Young
CFP®
Independence Financial Planning
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
