Best Financial Advisors in Prescott

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

Prescott Financial Landscape

With a population of 40,590, Prescott's economy is driven by tourism, healthcare, and retail. The city benefits from a growing population and a vibrant community.

Major industries
Tourism, Healthcare, Retail
Population
40.6K (metro: N/A)
Median household income
$58,000
Unique needs
Prescott requires tailored financial advice due to its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Prescott's economy has shown steady growth, driven by tourism and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Prescott is $58,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Prescott are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Prescott's cost of living is slightly above the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), Prescott's real estate market is competitive, with home prices rising steadily due to demand.
Business Environment
According to Fortune (2024), Prescott's business climate is favorable, with support for small businesses and local entrepreneurship.

Top 5 Financial Advisors in Prescott

Hosler Wealth Management LLC
★ ★ ★ ★ ★ 5
Montoya Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Daniel Machado
★ ★ ★ ★ ★ 5
William C Reynolds CFP(R) Professional
★ ★ ★ ★ ★ 5
Prescott Financial
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Prescott, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Prescott-Specific Expertise
For Prescott residents working in Tourism, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Prescott's economy relies on tourism and healthcare, posing risks during downturns. Real estate prices are rising, indicating potential bubble risks. Prepare for wildfires and droughts.

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