Licensed · Cave Creek
Licensed & Insured Financial Advisors in Cave Creek, AZ
Every financial advisors listed here carries proper licensing and insurance in AZ. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 13 financial advisors in Cave Creek, AZ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is The BENNETT Agency - COUNTRY Financial with a 5.0-star rating from 14 Google reviews and an RNM Score of 73/100. Also in the top tier: Edward Jones - Financial Advisor: Jamie Fort, CFP® and Edward Jones - Financial Advisor: Scott A Holman Jr, CEPA®|AAMS®. The average rating across all listed financial advisors in Cave Creek is 5 stars from 5 reviews per business on average.
Financial advisors in Cave Creek typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Jamie Fort, CFP®
Jamie Fort's CFP® certification and affiliation with a nationally recognized firm like Edward Jones provide a strong combination of professional credentials and trusted resources.
Most Reviewed
Edward Jones - Financial Advisor: Jamie Fort, CFP®
A high number of reviews often indicates a larger client base and greater community trust, which can be a helpful signal of reliability and service quality.
When choosing a financial advisor in Cave Creek, consider scheduling initial consultations with a few top-ranked advisors to compare their approach, fees, and whether their expertise aligns with your specific financial goals.
Local Market Snapshot
13
Businesses listed
5★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 14 reviews for financial guidance in Cave Creek.
7100 E Cave Creek Rd Ste 108, Cave Creek, AZ 85331, USATrusted by clients, this Cave Creek advisor holds a perfect 5.0★ rating from 9 reviews.
2525 W Carefree Hwy STE 158, Phoenix, AZ 85085, USARated 5.0 stars across 4 Google reviews for financial guidance in Cave Creek.
34597 N 60th St STE 108, Scottsdale, AZ 85266, USAFinancial Advisors Rankings in Cave Creek, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | The BENNETT Agency - COUNTRY Financial7100 E Cave Creek Rd Ste 108, Cave Creek, AZ 85331, USA | 5.0★ | 14 |
| #2 | Edward Jones - Financial Advisor: Jamie Fort, CFP®2525 W Carefree Hwy STE 158, Phoenix, AZ 85085, USA | 5.0★ | 9 |
| #3 | Edward Jones - Financial Advisor: Scott A Holman Jr, CEPA®|AAMS®34597 N 60th St STE 108, Scottsdale, AZ 85266, USA | 5.0★ | 4 |
| #4 | Rosenthal Financial Services5938 E Windstone Trl, Cave Creek, AZ 85331, USA | 5.0★ | 1 |
| #5 | Saguaro Wealth Management7100 E Cave Creek Rd #116, Cave Creek, AZ 85331, USA | 5.0★ | 1 |
| #6 | Levi William Johnson37555 N Hum Rd Suite 103, Carefree, AZ 85377, USA | 5.0★ | 2 |
| #7 | Hundman Wealth Planning, LLC32967 N 73rd Way, Scottsdale, AZ 85266, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Scott M Baker33747 N Scottsdale Rd Ste 110, Scottsdale, AZ 85266, USA | — | — |
| #9 | Boulder View Capital4310 E Happy Coyote Trail, Cave Creek, AZ 85331, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Nathan Breese, AAMS®37555 N Hum Rd Suite 205, Carefree, AZ 85377, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Cave Creek
Exceptional 5.0-star rating from early reviews in Cave Creek.
5938 E Windstone Trl, Cave Creek, AZ 85331, USA
5.0-star rating from local clients in Cave Creek.
7100 E Cave Creek Rd #116, Cave Creek, AZ 85331, USA
Rated 5.0 stars from 2 Google reviews, reflecting strong client satisfaction.
37555 N Hum Rd Suite 103, Carefree, AZ 85377, USA
5.0-star rating from a handful of Google reviews in Cave Creek.
32967 N 73rd Way, Scottsdale, AZ 85266, USA
No Google reviews yet for this Cave Creek financial advisor.
33747 N Scottsdale Rd Ste 110, Scottsdale, AZ 85266, USA
No Google reviews yet for this Cave Creek financial advisor.
4310 E Happy Coyote Trail, Cave Creek, AZ 85331, USA
New to Google reviews; no customer ratings yet for this Cave Creek financial advisor.
37555 N Hum Rd Suite 205, Carefree, AZ 85377, USA
Local financial advisor with no customer ratings yet, based in Cave Creek, AZ.
7518 E Elbow Bend Rd B5, Carefree, AZ 85377, USA
This financial advisor has no online reviews yet to reference.
7330 E Greenway Rd, Scottsdale, AZ 85250, USA
No reviews yet for this Cave Creek financial advisor.
100 Easy St Unit 3466, Carefree, AZ 85377, USA
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Financial Advisors in Cave Creek, AZ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | The BENNETT Agency - COUNTRY Financial | 73/100 | 5.0 ★ | 14 |
| 2 | Edward Jones - Financial Advisor: Jamie Fort, CFP® | 71/100 | 5.0 ★ | 9 |
| 3 | Edward Jones - Financial Advisor: Scott A Holman Jr, CEPA®|AAMS® | 67/100 | 5.0 ★ | 4 |
| 4 | Rosenthal Financial Services | 62/100 | 5.0 ★ | 1 |
| 5 | Saguaro Wealth Management | 62/100 | 5.0 ★ | 1 |
| 6 | Levi William Johnson | 64/100 | 5.0 ★ | 2 |
| 7 | Hundman Wealth Planning, LLC | 62/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Scott M Baker | 3/100 | — | 0 |
| 9 | Boulder View Capital | 3/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: Nathan Breese, AAMS® | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Cave Creek
What is a fiduciary financial advisor and why does it matter in Cave Creek?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Cave Creek, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Cave Creek?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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