Skip to content

Financial Planners in Tucson, AZ: 2026 rankings

82 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Tucson: Trajan Wealth, RFA Score 75/100; 4.9★ from 119 Google reviews.

  2. 3

    Most-reviewed: Hughes Federal Credit Union, 396 Google reviews at 4.0★, the most of 82 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

82 Tucson financial planners are ranked here by RFA Score, from eight published factors. 8 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 82 rated firms.

Top 10 financial planners in Tucson at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Tucson at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Trajan Wealth754.9★ (119)Tucson—Top score
2Hughes Federal Credit Union734.5★ (158)Tucson——
3Hughes Federal Credit Union724.0★ (396)TucsonSatMost reviews
4Adara Wealth Management715.0★ (40)Tucson——
5AIO Fee Only Financial Advisors715.0★ (39)TucsonSat · Evenings—
6SJI Financial Services715.0★ (35)Tucson——
7Megan Hawkins - COUNTRY Financial Representative715.0★ (35)Tucson——
8Greenberg Financial Group704.8★ (39)Tucson——
9Parkwoods Wealth Partners695.0★ (24)Tucson——
10Retirement Evolutions Inc694.8★ (25)Tucson——

All 82 financial planners in Tucson, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Tucson

    #1 Trajan Wealth

    Based in Tucson

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 119 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 119 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3567 E Sunrise Dr #133b, Tucson, AZ 85718
    View profile for Trajan Wealth(520) 321-4100

  13. #13 Pinnacle Plan Design

    Based in Tucson

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.6★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 23 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1985 E River Rd #111, Tucson, AZ 85718
    View profile for Pinnacle Plan Design(520) 618-1305

  17. #17 ProAdvisor CPA

    Based in Tucson

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3430 E Sunrise Dr #180, Tucson, AZ 85718
    View profile for ProAdvisor CPA(833) 373-0780

  22. #22 Schulz Financial Group

    Based in Tucson

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    6849 N Oracle Rd Ste 175, Tucson, AZ 85704
    View profile for Schulz Financial Group(520) 495-2800

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 82 ranked financial planners here; the rest are on their profiles.

financial planners in Tucson, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Will Bartels665.0★ (9)In Tucson
27Fortress Financial Solutions, LLC665.0★ (9)In Tucson
28Bank of America (with Drive-thru ATM)663.4★ (58)In Tucson
29Bankers Life653.6★ (23)In Tucson
30World Financial Group Inc654.2★ (11)In Tucson
31Attessa Capital655.0★ (7)In Tucson
32Damschen Financial Planning655.0★ (7)In Tucson
33TCI Wealth Advisors654.2★ (9)In Tucson
34Global Investment Strategies654.7★ (7)In Tucson
35First Command655.0★ (6)In Tucson
36Rise Private Wealth Advisors655.0★ (6)In Tucson
37Dee Kerr - Thrivent655.0★ (6)In Tucson
38United Financial Center655.0★ (6)In Tucson
39Paramount Tax & Accounting North Tucson655.0★ (6)In Tucson
40AZ Southwest CPA Services, PLLC644.7★ (6)In Tucson
41G&A CPAs and Advisors643.7★ (10)In Tucson
42Bank of America (with Drive-thru ATM)643.1★ (39)In Tucson
43Allworth Financial645.0★ (5)In Tucson
44Bank of America (with Drive-thru ATM)643.0★ (92)In Tucson
45Edward Jones - Financial Advisor: Brian Gard, CFP® , CIMA®644.6★ (5)In Tucson
46Fidelity Investments643.0★ (42)In Tucson
47Elion Financial645.0★ (6)3 mi
48Secure Investment Management643.4★ (10)In Tucson
49Aspirational Wealth Management ,LLC645.0★ (4)In Tucson
50First Command Financial Advisor - Ed Brouse645.0★ (4)In Tucson

Also serving Tucson

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Tucson
BusinessGoogle ratingDistance
Alison Hershey Beck: Primerica - Financial Services5.0★ (8)In Tucson
Aspire Wealth Partners4.0★ (4)In Tucson
Carmichael Financial Advisors, LLC5.0★ (7)In Tucson
Charles Schwab3.5★ (36)In Tucson
Credit Team USA4.7★ (17)In Tucson
Edward Jones - Financial Advisor: Joseph Maillard4.6★ (9)In Tucson
Faller Financial5.0★ (10)In Tucson
Farmers Financial Solutions - Amber Perry Agency5.0★ (9)In Tucson
Generous Wealth Advisors5.0★ (43)In Tucson
GR Financial Group, LLC5.0★ (4)In Tucson
Honest Offer4.9★ (99)In Tucson
Joe's My Lender Team - Loan Factory5.0★ (114)In Tucson
KS MISSION FINANCIAL & LEGAL SERVICES4.5★ (15)In Tucson
Linda L Martino: Primerica - Financial Services3.6★ (16)In Tucson
Morgan Stanley Financial Advisors4.0★ (8)In Tucson
Optimal Debt Relief | Debt Consolidation & Settlement Company4.2★ (5)In Tucson
RJP Estate Planning4.9★ (56)In Tucson
Suncrest Wealth Management4.1★ (18)In Tucson
TUCSON PREMIUM TAX SERVICES4.9★ (13)In Tucson
Underhill Financial Advisors, LLC4.9★ (58)In Tucson

How we ranked Tucson financial planners

We scored 82 Tucson financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Tucson data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Tucson: frequently asked questions

Which financial planner has the highest RFA Score in Tucson?

By RFA Score, the highest-ranked financial planner in Tucson, AZ is Trajan Wealth with an RFA Score of 75/100. It has 4.9★ from 119 Google reviews. Hughes Federal Credit Union (#2) and Hughes Federal Credit Union (#3) follow. We ranked 82 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Tucson?

RankedFinancialAdvisors ranks 82 financial planners serving Tucson, AZ. 48 of them are based in Tucson; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Tucson work on weekends?

8 of 82 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Hughes Federal Credit Union (#3) and AIO Fee Only Financial Advisors (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tucson financial planners have?

The median Google rating among 82 rated financial planners in Tucson is 5.0★, with a median of 10 reviews. Hughes Federal Credit Union has the most, 396 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Tucson count in this ranking?

Yes, if they are within 25 mi of the Tucson city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Tucson ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Tucson a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Tucson

  1. November 2026: RFA Scores recalculated for 82 financial planners serving Tucson.

More financial planners and Tucson pages