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Financial Advisors in Sedona, AZ

How to choose a financial advisor in Sedona

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Dean Wilson

Financial Advisor

Independent Financial Group, Llc

Sedona, AZ

ProfileNo contact yet

Jason Fial

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Sedona, AZ

ProfileNo contact yet

John Graham

Financial Advisor

WELLS FARGO CLEARING SERVICES, LLC

Sedona, AZ

ProfileNo contact yet

Rodney Turner

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sedona, AZ

ProfileNo contact yet
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