Financial advisors for people close to retirement in Arizona
Which financial advisor should I talk to if you're close to retirement in Arizona?
For people close to retirement in Arizona, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Chad Lawyer of Life Strategy Partners, Gregory Bradstreet of Farnam Financial and Robinson Crawford of Montebello Avenue.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Chad Lawyer Life Strategy Partners, Tucson Holds the CFP and RICP. Fees on file: percentage of assets, ongoing planning fee.
- Gregory Bradstreet Farnam Financial, Peoria Holds the CFP. Fees on file: percentage of assets.
- Robinson Crawford Montebello Avenue, Phoenix Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Bryan Curry Bridge The Gap Retirement Planners LLC, Phoenix Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Paulo Lopes Woodmont Financial Partners LLC, Mesa Holds the CFP. Fees on file: subscription, one-time planning fee.
- Raman Singh Singh PWM, Phoenix Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
How many fee-only financial advisors in Arizona work with people close to retirement?
The Wellspent public graph lists 91 fee-only advisors for people close to retirement in Arizona, at 49 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for people close to retirement in Arizona located?
Of the 91 fee-only advisors for people close to retirement in Arizona, 38 are in Scottsdale, followed by 16 in Phoenix and 10 in Tucson.
Plus 15 in other cities.
How do fee-only advisors for people close to retirement in Arizona charge?
The most common fee among fee-only advisors for people close to retirement in Arizona is a percentage of assets, used by 90% of the 91 with fees on file. Many use more than one: 58% charge fixed fees and 22% 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 people close to retirement have?
For people close to retirement, look for the CFP and RICP. In Arizona, 70% of the 91 advisors listed hold the CFP.
- CFP70% in Arizona
- The CFP covers the whole transition.
- RICP1% in Arizona
- The RICP focuses on turning savings into income.
How do Arizona advisors for people close to retirement compare with the rest of the US?
70% of fee-only advisors for people close to retirement in Arizona hold the CFP, compared with 52% of the 2,969 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 people close to retirement.
Does Arizona tax Social Security?
No. Arizona doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in Arizona?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Arizona tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement 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 91 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 |
| Alejandro Haas | Copper Square Private Wealth, LLC | Phoenix | CFP, CIMA | Flat fee or retainer, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| Nate Willardson | Currents Wealth Strategies | Chandler | CFP | Percentage of assets, Flat fee or retainer |
| Prudence Zhu | Enso Financial | Phoenix | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer |
| George Kao | Reach One Teach One Financial | Phoenix | CFP, ChFC, CKA, CRPC | Percentage of assets, Hourly |
| Jacob Molina | Styra Wealth Management | Phoenix | CFP, CPA | Percentage of assets, 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 |
| Raman Singh | Singh PWM | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Chad Lawyer | Life Strategy Partners | Tucson | CFP, RICP | Percentage of assets, Ongoing planning fee |
| Andrew Gerhartz | Bridge The Gap Retirement Planners LLC | Phoenix | CFP, MSPFP, MSFP | Percentage of assets, Flat fee or retainer |
| Bob Burger | Disciplined Money | Phoenix | CFP | Hourly, One-time planning fee |
| Bryan Curry | Bridge The Gap Retirement Planners LLC | Phoenix | CFP | Percentage of assets, Flat fee or retainer |
| Claire Thornton | Hyla Financial | Scottsdale | CFP, MST | Percentage of assets, Hourly |
| Marianne Nolte | Imagine Financial Services | Lake Havasu City | CFP | Percentage of assets, One-time planning fee |
| Matthew Fitzgerald | Holistic Planning | Sedona | CFP | Percentage of assets |
| Ben Poulos | B&E Financial Services | Phoenix | CFP, CRPC | Percentage of assets, Hourly |
| Gautham Jain | Jain Wealthonomics | Marana | CFP, MBA | Flat fee or retainer |
| Kimberly Bridges | Bright Women Financial | Buckeye | Not listed | Percentage of assets, One-time planning fee |
| Marcus Waddell | Ascension Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| David Fernandez | Wealth Engineering, LLC | Scottsdale | BS, CFP | Ongoing planning fee |
| Gary Ferguson | John Moore Associates | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Adam Harding | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Carson Kunkle | Harding Wealth | Tempe | CFP, ChFC | Percentage of assets, Fixed fees |
| David Young | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| Gregory Bradstreet | Farnam Financial | Peoria | CFP, CFA | Percentage of assets |
| Jonathan Bird | Farnam Financial | Phoenix | CFP | Percentage of assets |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Alicia Klein | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Brandon Hodgeson | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Chase Deters | Deters Wealth Management | Gilbert | CFP, ChFC | Ongoing planning fee |
| Daniel Cossette | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Heather McClain | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Jonathan Moore | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Michael Smith | ProFocus | Phoenix | CFP | Percentage of assets, Hourly |
| Richard Wagner | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Ryan Janus | Janus Financial | Scottsdale | CFP | Flat fee or retainer, One-time planning fee |
| Rydan Case | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Sara Amparan | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Shelby Newell | Ironwood Wealth Management | Chandler | CFP | Percentage of assets, Fixed fees |
| Alastair Stansfield | Rise Private Wealth Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Carl Mariner | ARQ Wealth Advisors | Scottsdale | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Cole Leonida | John Moore Associates | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
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