A real person matches you with the right advisor.
Matching sites usually run you through an algorithm and hand your number to several firms. We do it differently: one careful match, made by our Arizona team.
- Step 1
Answer a few questions
About two minutes. Tell us your stage of life, your goals, and how you like to meet.
- Step 2
Our team matches you
A real person on our Arizona team reviews your answers and picks the advisor whose experience, fees, and location fit you best.
- Step 3
Meet for free
We introduce you by email and your advisor reaches out. Your first meeting is free, with no obligation to hire.
What happens next, and when
You'll always know where things stand. Here's the timeline from the moment you press “Get matched.”
- Right away
Your request is received
You'll see a confirmation, and you can book a 15-minute matching call or tell us the best time to reach you.
- Within hours
A match specialist reaches out
Someone on our Arizona team calls or texts to confirm a few details, so your match is right the first time.
- On your schedule
Meet your advisor
We email you your advisor's name, credentials, and background. You choose when to meet.
- Your first meeting
Meet for free
In person or by video. Ask anything. If the fit isn't right, tell us and we'll suggest someone else.
Matching is a judgment call. We treat it like one.
One match, chosen carefully
We introduce you to the advisor who fits best, instead of passing your number to a list of firms.
We listen first
A quick call with our team catches the details a form can't, like a business sale or caring for a parent.
We stay with you
If the first advisor isn't the right fit, tell us. We'll suggest someone else at no cost.
Every advisor is checked before joining our network
We only introduce you to advisors who meet all four standards.
Registered and in good standing
Registered with the SEC or the Arizona Corporation Commission, with a current Form ADV on file.
Clean disciplinary record
We review each advisor's history on the SEC's adviser database and FINRA BrokerCheck.
Fiduciary for advisory clients
A legal duty to act in your best interest when giving investment advice.
Based in Arizona
Advisors who live and work here and can meet you in person.
- SEC or Arizona Corporation Commission registrationVerified
- Current Form ADV on fileVerified
- Disciplinary history on IAPD and BrokerCheckReviewed
- Fiduciary duty for advisory clientsConfirmed
- Office and clients in ArizonaConfirmed
Frequently asked questions
Anything else on your mind? Start your match and ask our team directly.
Is Arizona Advisor Match really free?
Yes. You never pay us anything. Advisors in our network pay us a fee for introductions. That fee does not change what an advisor charges you.
How do you choose my advisor?
A person on our team, not an algorithm, reviews your answers: your goals, your savings, your ZIP code, and how you like to meet. We then match you with the advisor in our network whose experience, fees, and typical clients fit you best.
How quickly will I hear from you?
Usually within a few hours on business days. A match specialist confirms a few details, and once your match is confirmed we introduce you to your advisor by email. You choose when to meet.
Am I obligated to hire the advisor?
No. The first meeting is free, and you're under no obligation to hire anyone. If the fit isn't right, tell us and we can suggest someone else.
Who will see my information?
Our team and the advisor you're matched with. We never sell your information to anyone else. See our Privacy Policy for details.
Do you work with people outside Arizona?
Not right now. Every advisor in our network is based in Arizona and works with Arizona residents.
What does a financial advisor cost?
It depends on the advisor. Common models are a percentage of the assets they manage (often around 1% a year), a flat annual fee, or an hourly rate. Your advisor will explain exactly how they're paid before you commit to anything.
Find your Arizona advisor in about two minutes
Tell us what you need. Our team does the matching.
Get matched