Financial advisors for high earners in Arizona
Which financial advisor should I talk to as a high earner in Arizona?
For high earners in Arizona, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Joel Cundick of Savant Wealth Management, Clint Gossage of CMG Financial Consulting, LLC and Paulo Lopes of Woodmont Financial Partners LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Joel Cundick Savant Wealth Management, Phoenix Holds the CPA and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Clint Gossage CMG Financial Consulting, LLC, Scottsdale Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Paulo Lopes Woodmont Financial Partners LLC, Mesa Holds the CFP. Fees on file: subscription, one-time planning fee.
- Thomas Knowlton Luminvest Wealth Management LLC, Scottsdale Holds the CFP. Fees on file: percentage of assets.
- Thomas Curtis Wealth Management Partners, Tucson Holds the CFP. Fees on file: percentage of assets.
- Francisco Ayala The Coleridge Group, Phoenix Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
How many fee-only financial advisors in Arizona work with high earners?
The Wellspent public graph lists 39 fee-only advisors for high earners in Arizona, at 19 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for high earners in Arizona located?
Of the 39 fee-only advisors for high earners in Arizona, 20 are in Scottsdale, followed by 8 in Tucson and 3 in Phoenix.
Plus 5 in other cities.
How do fee-only advisors for high earners in Arizona charge?
The most common fee among fee-only advisors for high earners in Arizona is a percentage of assets, used by 90% of the 39 with fees on file. Many use more than one: 49% charge fixed fees and 13% charge a one-time planning fee.
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 high earners have?
For high earners, look for the CPA and CFP. In Arizona, 62% of the 39 advisors listed hold the CFP.
- CPA5% in Arizona
- CPAs help with high-income tax.
- CFP62% in Arizona
- The CFP covers insurance and saving decisions together.
How do Arizona advisors for high earners compare with the rest of the US?
62% of fee-only advisors for high earners in Arizona hold the CFP, compared with 52% of the 1,176 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Arizona. Light bars are all US advisors for high earners.
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 should I ask a financial advisor as a high earner in Arizona?
- Do you have a minimum, and do you take clients on income rather than assets?
- Which accounts should I use once I've maxed my 401(k)?
- How would you reduce my tax this year and next?
- How much should I be saving, in dollars?
- How will you plan for Arizona tax alongside federal tax?
How current is this list of fee-only advisors for high earners 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.
All 39 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Anthony Syracuse Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s. | Dynamic Financial Planning, LLC | Scottsdale | CFP | One-time planning fee, Hourly |
| Paulo Lopes Hourly or flat-fee, tax-aware planning for DIY investors, high earners and business owners who want a second set of eyes. | Woodmont Financial Partners LLC | Mesa | CFP, JD | Subscription, One-time planning fee |
| Francisco Ayala | The Coleridge Group | Phoenix | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Jordan Banning | Crafted Financial Planning | Glendale | CFP | Percentage of assets, Ongoing planning fee |
| Nate Willardson | Currents Wealth Strategies | Chandler | CFP | Percentage of assets, Flat fee or retainer |
| Clint Gossage | CMG Financial Consulting, LLC | Scottsdale | CFA, CFP, CPA | Ongoing planning fee |
| Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. | Savant Wealth Management | Phoenix | AIF, CFP, CPA/PFS, CFA | Percentage of assets, Flat fee or retainer |
| Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. | Montebello Avenue | Phoenix | CFP | Flat fee or retainer, Percentage of assets |
| Thomas Knowlton | Luminvest Wealth Management LLC | Scottsdale | CFP, CTFA, MBA | Percentage of assets |
| Trent White | Luminvest Wealth Management LLC | Scottsdale | CFP, JD | Percentage of assets |
| Michael Tarascio | Tarascio Financial Planning, LLC | Mesa | CFP | Percentage of assets, Fixed fees |
| Matthew Fitzgerald | Holistic Planning | Sedona | CFP | Percentage of assets |
| Theresa Morrison | Beckett Collective, LLC | Tucson | CFP | Percentage of assets, Fixed fees |
| Ekenna Anya-Gafu | Pacific Canyon Investments | Scottsdale | CFP | Percentage of assets, Hourly |
| Sean Babin | Babin Wealth Management | Scottsdale | CFP | Ongoing planning fee, One-time planning fee |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Laura Barnard | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Thomas Curtis | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Carl Mariner | ARQ Wealth Advisors | Scottsdale | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| William Lee | ARQ Wealth Advisors | Scottsdale | CFP, CFA | Percentage of assets, Fixed fees |
| Zachary Potter | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Albert Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Gregory Bryson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Guillermo Monge | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Jasmine Miller | Kilter Group | Peoria | Not listed | Percentage of assets, Fixed fees |
| Kristi Thompson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Morgan Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Carly Denial | ARQ Wealth Advisors | Scottsdale, Az 85260 | Not listed | Percentage of assets, Fixed fees |
| Jake Crosby | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| James Robinson | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jerad Rosburg | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joseph Gilligan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Tracy Riordan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
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