Top Financial Advisors in Mesa, AZ

235 fee-only60 CFP certifiedMedian fee: 1.50% on $500K

Top Advisors in Mesa

Median Advisor Fee

Mesa1.50%
National1.15%
30% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only76.3%
Includes Commission23.7%

Top Credentials

CFP60 advisors
CFA2 advisors

Frequently Asked Questions

How much does a financial advisor cost in Mesa?

The median advisory fee in Mesa, AZ is 1.50% of assets under management. This is 30% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Mesa?

There are 235 fee-only financial advisors in Mesa, AZ, representing 76.3% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Mesa financial advisor?

The most common professional designation among Mesa advisors is the CFP (Certified Financial Planner), held by 60 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 308 Financial Advisors in Mesa, AZ (2026) | TrueAdvisor