Top financial advisors in Flagstaff, AZ
We've curated a list of the best financial advisors in Flagstaff, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $259,208,620 Number of advisors 11 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Flagstaff, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Ascendant Financial Solutions, Inc.
Ascendant Financial Solutions, Inc. is an investment advisory firm established in 1996 and owned by Heffernan Insurance Brokers. The firm specializes in offering customized advisory services, including Investment By Design™ and Financial Planning and Consulting Services. Ascendant primarily uses open-ended mutual funds and exchange-traded funds for managed accounts, with a focus on continuous portfolio management on a discretionary basis. Clients are required to enter into an Investment Advisory Agreement setting forth the terms and conditions, including the fee structure. The firm charges advisory fees based on a tiered schedule, with fees negotiable and not tied to capital gains. Ascendant may recommend brokerage and custodial services through Schwab and Fidelity, with considerations for best execution and research benefits. The firm does not engage in performance-based fees, and there is no reportable disciplinary information. Ascendant's Chief Compliance Officer, James D. Hoyt, CPWA®, CFS®, is available to address any client questions or concerns. Clients are encouraged to review the full brochure for detailed information on the firm's services, fees, and policies.
$259,208,620 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
FIXED FEES ARE ONLY CHARGED FOR FINANCIAL PLANNING ARRANGEMENTS.
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Flagstaff, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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