Financial advisors for ultra-high-net-worth families in Arizona
Which financial advisor should I talk to as an ultra-high-net-worth family in Arizona?
For ultra-high-net-worth families in Arizona, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Joel Cundick of Savant Wealth Management, Heather Townsend of Townsend Financial, LLC and Christopher Kuehne of Greenwich Advisors.
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 CFA, CPA and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Heather Townsend Townsend Financial, LLC, Scottsdale Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Christopher Kuehne Greenwich Advisors, Rio Verde 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.
- Matthew Lucas Fortitude Family Office, Scottsdale Holds the CFP. Fees on file: percentage of assets, hourly.
- Zakriah Gardezy Wealthstone Private Wealth Management, Scottsdale Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Arizona work with ultra-high-net-worth families?
The Wellspent public graph lists 27 fee-only advisors for ultra-high-net-worth families in Arizona, at 8 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for ultra-high-net-worth families in Arizona located?
Of the 27 fee-only advisors for ultra-high-net-worth families in Arizona, 22 are in Scottsdale, followed by 2 in Phoenix and 1 in Rio Verde.
How do fee-only advisors for ultra-high-net-worth families in Arizona charge?
The most common fee among fee-only advisors for ultra-high-net-worth families in Arizona is a percentage of assets, used by 96% of the 27 with fees on file. Many use more than one: 81% charge fixed fees and 78% 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 ultra-high-net-worth families have?
For ultra-high-net-worth families, look for the CFA, CPA and CFP. In Arizona, 26% of the 27 advisors listed hold the CFP.
- CFA7% in Arizona
- The CFA supports complex portfolios.
- CPA7% in Arizona
- CPAs handle tax across entities and trusts.
- CFP26% in Arizona
- The CFP keeps the whole picture together.
How do Arizona advisors for ultra-high-net-worth families compare with the rest of the US?
78% of fee-only advisors for ultra-high-net-worth families in Arizona charge by the hour, compared with 44% of the 1,133 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 ultra-high-net-worth families.
Does Arizona have an estate or inheritance tax?
No. Arizona has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
Is Arizona a community property state?
Yes. Arizona is a community property state, which shapes how married couples title assets and what happens to cost basis at death.
What should I ask a financial advisor as an ultra-high-net-worth family in Arizona?
- What would I pay in dollars, on my balance, each year?
- Who on your team handles tax and estate work?
- How many clients my size do you serve?
- How do you handle private investments?
- If I own property in another state, could its estate tax apply?
- How would community property rules change how we title our assets?
How current is this list of fee-only advisors for ultra-high-net-worth families 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 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Heather Townsend | Townsend Financial, LLC | Scottsdale | CFP, CPA, BBA, RLP | 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 |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Christopher Kuehne | Greenwich Advisors | Rio Verde | CFP | Percentage of assets |
| Corey Bird | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Matthew Lucas | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| Geoffrey Tran | Fortitude Family Office | Scottsdale | PFS | Percentage of assets, Hourly |
| Atticus Lavelle | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Christy Pater Schmitt | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Emily Gall | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Joseph Senczakowicz-Gibo | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kristin Greenleaf | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Matthew Brower | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Matthew Walker | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Remy Solves | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Sam Winter | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Trevor Moore | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Alan Rosenfield | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Dale Boettcher | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Hairold Lopez | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kenneth Jobson | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Mark Eisenhut | Harmony Asset Management | Cave Creek | Not listed | Percentage of assets, Hourly |
| Michael Aloian | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Stuart Henley | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
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