Pricing Guide · Peoria
Financial Advisors Cost in Peoria, AZ — 2026 Price Guide
What should you pay for financial advisors in Peoria? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Peoria, AZ by verified customer ratings and review volume. The highest-rated is Asset Preservation Wealth & Tax, Financial Advisors with a 4.8-star rating from 126 verified reviews. Also in the top tier: Trajan Wealth and Oxford Retirement & Estate Planning. The average rating across all listed financial advisors in Peoria is 5 stars from 22 reviews per business on average.
Financial advisors in Peoria 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
16
Businesses listed
5★
Avg rating
22
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Asset Preservation Wealth & Tax, Financial Advisors
16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382, USA
Trajan Wealth
16150 N Arrowhead Fountains Center Dr #245, Peoria, AZ 85382, USA
Oxford Retirement & Estate Planning
10699 W Bell Rd, Sun City, AZ 85351, USA
Financial Advisors Rankings in Peoria, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Asset Preservation Wealth & Tax, Financial Advisors16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382, USA | 4.8★ | 126 |
| #2 | Trajan Wealth16150 N Arrowhead Fountains Center Dr #245, Peoria, AZ 85382, USA | 4.8★ | 50 |
| #3 | Oxford Retirement & Estate Planning10699 W Bell Rd, Sun City, AZ 85351, USA | 5.0★ | 29 |
| #4 | Morgan Stanley Financial Advisors16155 N 83rd Ave Suite 100, Peoria, AZ 85382, USA | 5.0★ | 1 |
| #5 | Bergen Financial Group8765 W Kelton Ln Bldg C2, Peoria, AZ 85382, USA | 5.0★ | 24 |
| #6 | Prime Wealth Advisors13843 W Meeker Blvd #105, Sun City West, AZ 85375, USA | 5.0★ | 29 |
| #7 | Affirm Wealth Advisors - Ameriprise Financial Services, LLC7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381, USA | 5.0★ | 20 |
| #8 | Ellish Wealth Management - Ameriprise Financial Services, LLC15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Bill Ritman, CFP®|AAMS®28471 N Vistancia Blvd #106, Peoria, AZ 85383, USA | 5.0★ | 2 |
| #10 | Independent Wealth Management9844 W Yearling Rd D-1160, Peoria, AZ 85383, USA | 4.8★ | 19 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Peoria
Morgan Stanley Financial Advisors
16155 N 83rd Ave Suite 100, Peoria, AZ 85382, USA
Bergen Financial Group
8765 W Kelton Ln Bldg C2, Peoria, AZ 85382, USA
Prime Wealth Advisors
13843 W Meeker Blvd #105, Sun City West, AZ 85375, USA
Affirm Wealth Advisors - Ameriprise Financial Services, LLC
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381, USA
Ellish Wealth Management - Ameriprise Financial Services, LLC
15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381, USA
Edward Jones - Financial Advisor: Bill Ritman, CFP®|AAMS®
28471 N Vistancia Blvd #106, Peoria, AZ 85383, USA
Independent Wealth Management
9844 W Yearling Rd D-1160, Peoria, AZ 85383, USA
Rock Martin Private Wealth Management
8506 W Deer Valley Rd #100, Peoria, AZ 85382, USA
John Snyder - Private Wealth Advisor, Ameriprise Financial Services, LLC
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381, USA
Clarus Wealth Advisors
9125 W Thunderbird Rd #100, Peoria, AZ 85381, USA
Edward Jones - Financial Advisor: Randall Sturdevant
16165 N 83rd Ave #101, Peoria, AZ 85382, USA
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Frequently Asked Questions — Financial Advisors in Peoria
What is a fiduciary financial advisor and why does it matter in Peoria?
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 Peoria, 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 Peoria?
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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