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As of May 2026, RatingsNearMe ranks 13 financial advisors in Cave Creek, AZ by verified customer ratings and review volume. The highest-rated is The BENNETT Agency - COUNTRY Financial with a 5.0-star rating from 14 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Jamie Fort, CFP® and Edward Jones - Financial Advisor: Scott A Holman Jr, CEPA®|AAMS®. The average rating across all listed financial advisors in Cave Creek is 5 stars from 5 reviews per business on average.
Financial advisors in Cave Creek typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
13
Businesses listed
5★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
The BENNETT Agency - COUNTRY Financial
7100 E Cave Creek Rd Ste 108, Cave Creek, AZ 85331, USA
Edward Jones - Financial Advisor: Jamie Fort, CFP®
2525 W Carefree Hwy STE 158, Phoenix, AZ 85085, USA
Edward Jones - Financial Advisor: Scott A Holman Jr, CEPA®|AAMS®
34597 N 60th St STE 108, Scottsdale, AZ 85266, USA
Financial Advisors Rankings in Cave Creek, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | The BENNETT Agency - COUNTRY Financial7100 E Cave Creek Rd Ste 108, Cave Creek, AZ 85331, USA | 5.0★ | 14 |
| #2 | Edward Jones - Financial Advisor: Jamie Fort, CFP®2525 W Carefree Hwy STE 158, Phoenix, AZ 85085, USA | 5.0★ | 9 |
| #3 | Edward Jones - Financial Advisor: Scott A Holman Jr, CEPA®|AAMS®34597 N 60th St STE 108, Scottsdale, AZ 85266, USA | 5.0★ | 4 |
| #4 | Saguaro Wealth Management7100 E Cave Creek Rd #116, Cave Creek, AZ 85331, USA | 5.0★ | 1 |
| #5 | Rosenthal Financial Services5938 E Windstone Trl, Cave Creek, AZ 85331, USA | 5.0★ | 1 |
| #6 | Levi William Johnson37555 N Hum Rd Suite 103, Carefree, AZ 85377, USA | 5.0★ | 2 |
| #7 | Hundman Wealth Planning, LLC32967 N 73rd Way, Scottsdale, AZ 85266, USA | 5.0★ | 1 |
| #8 | Clarke Advisors LLC100 Easy St Unit 3466, Carefree, AZ 85377, USA | — | — |
| #9 | Boulder View Capital4310 E Happy Coyote Trail, Cave Creek, AZ 85331, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Nathan Breese, AAMS®37555 N Hum Rd Suite 205, Carefree, AZ 85377, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Cave Creek
Saguaro Wealth Management
7100 E Cave Creek Rd #116, Cave Creek, AZ 85331, USA
Rosenthal Financial Services
5938 E Windstone Trl, Cave Creek, AZ 85331, USA
Levi William Johnson
37555 N Hum Rd Suite 103, Carefree, AZ 85377, USA
Hundman Wealth Planning, LLC
32967 N 73rd Way, Scottsdale, AZ 85266, USA
Clarke Advisors LLC
100 Easy St Unit 3466, Carefree, AZ 85377, USA
Boulder View Capital
4310 E Happy Coyote Trail, Cave Creek, AZ 85331, USA
Edward Jones - Financial Advisor: Nathan Breese, AAMS®
37555 N Hum Rd Suite 205, Carefree, AZ 85377, USA
Cave Creek Capital
7330 E Greenway Rd, Scottsdale, AZ 85250, USA
Riley Higgins & Associates, LLC
7518 E Elbow Bend Rd B5, Carefree, AZ 85377, USA
Edward Jones - Financial Advisor: Scott M Baker
33747 N Scottsdale Rd Ste 110, Scottsdale, AZ 85266, USA
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Frequently Asked Questions — Financial Advisors in Cave Creek
What is a fiduciary financial advisor and why does it matter in Cave Creek?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Cave Creek, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Cave Creek?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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