# Financial advisors for executives in Arizona > For executives in Arizona, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Joel Cundick of Savant Wealth Management, Peter Shannon of eBIS and William Lee of ARQ Wealth Advisors. Page: https://find.wellspent.co/audiences/executives/arizona/ 45 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Arizona? For executives in Arizona, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Joel Cundick of Savant Wealth Management, Peter Shannon of eBIS and William Lee of ARQ Wealth Advisors. - [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick/), Savant Wealth Management, Phoenix. Holds the CPA, CFA and CFP. Fees on file: percentage of assets, flat fee or retainer. - [Peter Shannon](https://find.wellspent.co/advisors/peter-shannon/), eBIS, Phoenix. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [William Lee](https://find.wellspent.co/advisors/william-lee/), ARQ Wealth Advisors, Scottsdale. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford/), Montebello Avenue, Phoenix. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Sean Babin](https://find.wellspent.co/advisors/sean-babin/), Babin Wealth Management, Scottsdale. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Thomas Knowlton](https://find.wellspent.co/advisors/thomas-knowlton/), Luminvest Wealth Management LLC, Scottsdale. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Arizona work with executives? The Wellspent public graph lists 45 fee-only advisors for executives in Arizona, at 18 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Arizona located? Of the 45 fee-only advisors for executives in Arizona, 26 are in Scottsdale, followed by 8 in Tucson and 5 in Phoenix. ## How do fee-only advisors for executives in Arizona charge? The most common fee among fee-only advisors for executives in Arizona is a percentage of assets, used by 98% of the 45 with fees on file. Many use more than one: 51% charge fixed fees and 18% charge by the hour. ## How much do fee-only financial advisors charge in Arizona? Fee-only financial advisors in Arizona charge a median of $4,800 a year for ongoing planning. We found this across the published prices of 18 Arizona firms. ## How much does a one-time financial plan cost in Arizona? A one-time financial plan from a fee-only firm in Arizona has a median price of $1,650. We found this across the published prices of 14 Arizona firms. ## What credentials should a financial advisor for executives have? For executives, look for the CPA, CFA and CFP. In Arizona, 44% of the 45 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs help with deferred compensation tax. - CFA (20% of advisors listed): The CFA helps with concentrated stock. - CFP (44% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Arizona advisors for executives compare with the rest of the US? 18% of fee-only advisors for executives in Arizona charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Arizona tax income on top of federal tax? Yes. Arizona has a state income tax, so a financial plan for a Arizona resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Arizona? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Arizona can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Arizona? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Arizona tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Arizona? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer | | [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets | | [Thomas Knowlton](https://find.wellspent.co/advisors/thomas-knowlton.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, CTFA, MBA | Percentage of assets | | [Trent White](https://find.wellspent.co/advisors/trent-white.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, JD | Percentage of assets | | [Michael Tarascio](https://find.wellspent.co/advisors/michael-tarascio.md) | Tarascio Financial Planning, LLC | Mesa, Arizona | CFP | Percentage of assets, Fixed fees | | [David Rosenthal](https://find.wellspent.co/advisors/david-rosenthal.md) | Wealth Management Solutions | Scottsdale, Arizona | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Gary Ferguson](https://find.wellspent.co/advisors/gary-ferguson.md) | John Moore Associates | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Cornelius Van Zutphen](https://find.wellspent.co/advisors/cornelius-van-zutphen.md) | Intrinsic Wealth Counsel, Inc. | Tempe, Arizona | AAMS, CFP, CRPC, MS | Percentage of assets, Hourly | | [Theresa Morrison](https://find.wellspent.co/advisors/theresa-morrison.md) | Beckett Collective, LLC | Tucson, Arizona | CFP | Percentage of assets, Fixed fees | | [John Rowley](https://find.wellspent.co/advisors/john-rowley.md) | Faith Investor Services | Scottsdale, Arizona | CFA | Percentage of assets | | [Sean Babin](https://find.wellspent.co/advisors/sean-babin.md) | Babin Wealth Management | Scottsdale, Arizona | CFP | Ongoing planning fee, One-time planning fee | | [Steven Nelson](https://find.wellspent.co/advisors/steven-nelson-1770674.md) | Faith Investor Services | Scottsdale, Arizona | CFA | Percentage of assets | | [Zakriah Gardezy](https://find.wellspent.co/advisors/zakriah-gardezy.md) | Wealthstone Private Wealth Management | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Laura Barnard](https://find.wellspent.co/advisors/laura-barnard.md) | Wealth Management Partners | Tucson, Arizona | CFP | Percentage of assets | | [Thomas Curtis](https://find.wellspent.co/advisors/thomas-curtis.md) | Wealth Management Partners | Tucson, Arizona | CFP | Percentage of assets | | [Annalise Montgomery](https://find.wellspent.co/advisors/annalise-montgomery.md) | Faith Investor Services | Scottsdale, Arizona | | Percentage of assets | | [Carl Mariner](https://find.wellspent.co/advisors/carl-mariner.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP, ChFC, CFA | Percentage of assets, Fixed fees | | [Cole Leonida](https://find.wellspent.co/advisors/cole-leonida.md) | John Moore Associates | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [John Schmidt](https://find.wellspent.co/advisors/john-schmidt.md) | Faith Investor Services | Scottsdale, Arizona | | Percentage of assets | | [Kevin Howard](https://find.wellspent.co/advisors/kevin-howard.md) | Faith Investor Services | Scottsdale, Arizona | | Percentage of assets | | [Rebecca Wagner](https://find.wellspent.co/advisors/rebecca-wagner.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Richard Siegel](https://find.wellspent.co/advisors/richard-siegel.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Tristen Sheffler](https://find.wellspent.co/advisors/tristen-sheffler.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [William Lee](https://find.wellspent.co/advisors/william-lee.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Fixed fees | | [Zachary Potter](https://find.wellspent.co/advisors/zachary-potter.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Peter Shannon](https://find.wellspent.co/advisors/peter-shannon.md) | eBIS | Phoenix, Arizona | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Taylor Thompson](https://find.wellspent.co/advisors/taylor-thompson.md) | Thompson Family Office | Gilbert , Arizona | | Percentage of assets, Subscription, One-time planning fee | | [Jeffrey Shiffra](https://find.wellspent.co/advisors/jeffrey-shiffra.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFA | Percentage of assets, Fixed fees | | [Albert Brown](https://find.wellspent.co/advisors/albert-brown.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Gregory Bryson](https://find.wellspent.co/advisors/gregory-bryson.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Guillermo Monge](https://find.wellspent.co/advisors/guillermo-monge.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Jadon Dailey](https://find.wellspent.co/advisors/jadon-dailey.md) | Kera Capital | Mesa, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Kristi Thompson](https://find.wellspent.co/advisors/kristi-thompson.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Morgan Brown](https://find.wellspent.co/advisors/morgan-brown.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Carly Denial](https://find.wellspent.co/advisors/carly-denial.md) | ARQ Wealth Advisors | Scottsdale, Az 85260, Arizona | | Percentage of assets, Fixed fees | | [Corbin Hixson](https://find.wellspent.co/advisors/corbin-hixson.md) | Alpha Squared Capital | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Jake Crosby](https://find.wellspent.co/advisors/jake-crosby.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [James Robinson](https://find.wellspent.co/advisors/james-robinson.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Jerad Rosburg](https://find.wellspent.co/advisors/jerad-rosburg.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Joseph Gilligan](https://find.wellspent.co/advisors/joseph-gilligan.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Tracy Riordan](https://find.wellspent.co/advisors/tracy-riordan.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [William Lynn](https://find.wellspent.co/advisors/william-lynn.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Carter Pearl](https://find.wellspent.co/advisors/carter-pearl.md) | Intrinsic Value Partners | Phoenix, Arizona | CFA | Percentage of assets, Hourly | | [Daniel Flack](https://find.wellspent.co/advisors/daniel-flack.md) | Intrinsic Value Partners | Phoenix, Arizona | CFA | Percentage of assets, Hourly | | [Valerie Mihailovic](https://find.wellspent.co/advisors/valerie-mihailovic.md) | Intrinsic Value Partners | Peoria, Arizona | | Percentage of assets, Hourly | ## Related - [Retirement planning in Arizona](https://find.wellspent.co/specialties/retirement-planning/arizona.md) - [Tax planning in Arizona](https://find.wellspent.co/specialties/tax-planning/arizona.md) - [Estate planning in Arizona](https://find.wellspent.co/specialties/estate-planning/arizona.md) - [Retirees in Arizona](https://find.wellspent.co/audiences/retirees/arizona.md) - [Pre-retirees in Arizona](https://find.wellspent.co/audiences/pre-retirees/arizona.md) - [Small business owners in Arizona](https://find.wellspent.co/specialties/small-business-owners/arizona.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).