Financial advisors for executives in Arizona

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.

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.

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.

See every fee-only advisor fee in Arizona

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How will you plan for Arizona tax alongside federal tax?
6. 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.