Advisors for $1 million to $3 million in Arizona
How do I find fee-only advisors for $1 million to $3 million in Arizona?
In Arizona, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Ryan Graham of Wedmont Private Capital, Charles Rossi of Intelligent Capitalworks and Thomas Connelly of Versant Capital Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Ryan Graham Wedmont Private Capital, Oro Valley Holds the CFP and CFA. Fees on file: fixed fees.
- Charles Rossi Intelligent Capitalworks, Scottsdale Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Thomas Connelly Versant Capital Management, Phoenix Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Thomas Knowlton Luminvest Wealth Management LLC, Scottsdale Holds the CFP. Fees on file: percentage of assets.
- Sara Amparan Deters Wealth Management, Gilbert Holds the CFP. Fees on file: ongoing planning fee.
- Arumayta Arguello Sterling Investment Management, Tucson Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 71
- Firms
- 26
- Cities
- 13
- Hold the CFP
- 32%
- Other credentials: CFA 21% · ChFC 7%
- How they charge (of 71 with fees on file): percentage of assets 92% · fixed fees 75% · hourly 73% · performance-based fees 20%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Arizona are there?
The Wellspent public graph lists 71 fee-only advisors for $1 million to $3 million in Arizona, at 26 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Arizona located?
Of the 71 fee-only advisors for $1 million to $3 million in Arizona, 37 are in Scottsdale, followed by 11 in Phoenix and 10 in Tucson.
How do fee-only advisors for $1 million to $3 million in Arizona charge?
The most common fee among fee-only advisors for $1 million to $3 million in Arizona is a percentage of assets, used by 92% of the 71 with fees on file. Many use more than one: 75% charge fixed fees and 73% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Arizona hold the CFP?
32% of the 71 fee-only advisors for $1 million to $3 million in Arizona hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Arizona?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 71 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Chase Deters | Deters Wealth Management | Gilbert | CFP, ChFC | Ongoing planning fee |
| Heather McClain | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Sara Amparan | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Christopher Kuehne | Greenwich Advisors | Rio Verde | CFP | Percentage of assets |
| Ricky Kelley | RD Kelley Financial Group | Tucson | CFP | Flat fee or retainer, Ongoing planning fee |
| Corey Bird | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Kyle Erickson | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Matthew Lucas | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Matthew Miller | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Charles Rossi | Intelligent Capitalworks | Scottsdale | AEP, AIF, CAP, CFA | Percentage of assets, Hourly |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| Geoffrey Tran | Fortitude Family Office | Scottsdale | PFS | Percentage of assets, Hourly |
| Jadon Dailey | Kera Capital | Mesa | Not listed | Percentage of assets, Hourly |
| Jake Moller | TFO Family Office Partners | Phoenix | CFP | Percentage of assets, Hourly |
| Ross Patterson | Sterling Investment Management | Tucson | CFP, ChFC | Percentage of assets |
| Arumayta Arguello | Sterling Investment Management | Tucson | CFA | Percentage of assets |
| Atticus Lavelle | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Carter Pearl | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Christy Pater Schmitt | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Daniel Flack | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Emily Gall | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| John Payne | Sterling Investment Management | Tucson | CFA | Percentage of assets |
| 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 |
| Evan Altuzarra | Mariner Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Joseph Grupp | Grupp Financial | Chandler | Not listed | Percentage of assets |
| Nathan Stutz | Sterling Investment Management | Tucson | Not listed | Percentage of assets |
| Valerie Mihailovic | Intrinsic Value Partners | Peoria | Not listed | Percentage of assets, Hourly |
| Alexandra Kroot | Wedmont Private Capital | Phoenix | CFP | Fixed fees |
| Benjamin Barchilon | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Bryant Andrus | SBC Investment Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Daniel Thompson | Zenith Wealth Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Elizabeth Shabaker | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Justin Smiley | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Kenneth Chavis | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Ryan Graham | Wedmont Private Capital | Oro Valley | CFP, CFA | Fixed fees |
| Thomas Connelly | Versant Capital Management | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Vincent Rossi | Intelligent Capitalworks | Scottsdale | CFP | Percentage of assets, Hourly |
| William Holliday | AIO Financial | Tucson | CFP | Percentage of assets, Hourly |
| Alex Van Iderstine | Laffer Tengler Investments | Scottsdale | CFA | Percentage of assets, Hourly |
| Alexander Cudzewicz | Oak Brook Asset Management | Scottsdale | PFS | Percentage of assets, Hourly |
| Austin Filiere | Laffer Tengler Investments | Scottsdale | CFA | Percentage of assets, Hourly |
| Jason Crane | Capital West Partners | Tucson | CFA | Percentage of assets, Hourly |
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