Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
If you call Tucson, Arizona, home, you know you're living in one of the top 10 sunniest cities in the US. The cost of living in Tucson is 8% lower than the national average. An experienced financial advisor in Tucson can help you take advantage of the added savings, from the lower cost of living, and other financial advantages specific to Arizona to make the right financial plans and investments for you and your family. With over 600 advisors in Tucson to choose from, making a decision as to which advisor is the best fit for you may be daunting, which is why we are here to help.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Tucson, Arizona.
Tucson
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Tucson,
Arizona
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Tucson,
Arizona
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Tucson, Arizona.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 22 Years | Not Specified | $1,000,000 | Fee-Only | |
|
Michael Treiberg
CFP®, ChFC® TREIBERG WEALTH MANAGEMENT, INC. 3573 E Sunrise Drive, Suite 115, Tucson, AZ 85718 |
22 Years | Not Specified | $25,000,000 | Fee-Based |
Qualifications
CRD# 6612231
Firm CRD# 306827
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
3060 N Swan Rd,
Tucson,
AZ
85712
Phone Number
520-600-3064
Mr. Good is a Managing Director and Founding Partner at Attessa Capital. Prior to founding the firm, he served in senior investment positions at several of the largest asset managers in the world. Before relocating to Tucson, Mr. Good was a Portfolio Manager at Cascade Investment/BMGI (the investment office of Bill Gates and his foundation). Prior to joining Cascade Investment/BMGI, he was a Vice President and Investment Research Analyst at Wellington Management (a Boston based firm with over $1 trillion under management). In this role, he helped manage mutual funds and investment accounts for clients such as Vanguard, Goldman Sachs, the Hartford, John Hancock, and many other institutions. He began his investment career as an Analyst at Ford Motor Company. Mr. Good has served in leadership positions at various for-profit and non-profit organizations, including on the board of directors of The Four Seasons Hotels and Resorts. He graduated cum laude from Brigham Young University and received an MBA from Harvard Business School.
Attessa Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2932321
Firm CRD# 6413
Series 6, 7, 24, 31, 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
3573 E Sunrise Drive,
Suite 115,
Tucson,
AZ
85718
Phone Number
520-232-0505
We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 123 | 142 | $22,942,793,322 | A percentage of AUM
|
|
| 63 | 10252 | $4,091,666,732 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 9 | 2394 | $814,799,726 | A percentage of AUM, Fixed fees, Performance Based, Other (TECHNOLOGY FEE)
|
|
| 3 | 3200 | $672,472,149 | A percentage of AUM, Fixed fees
|
|
| 9 | 2085 | $667,042,692 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 2906 | $584,140,000 | A percentage of AUM
|
|
| 7 | 1667 | $574,853,371 | A percentage of AUM
|
|
| 10 | 1372 | $538,870,193 | A percentage of AUM, Fixed fees, Other (% OF INCOME)
|
|
| 8 | 402 | $371,202,026 | A percentage of AUM, Hourly charges
|
|
| 7 | 1334 | $342,468,206 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 166 | $275,248,561 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 1182 | $267,635,456 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 613 | $259,071,113 | A percentage of AUM, Other (FREE)
|
|
| 6 | 869 | $257,773,955 | A percentage of AUM, Fixed fees
|
|
| 12 | 614 | $32,406,000 | A percentage of AUM, Hourly charges
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
