# Advisors for under $500,000 in Arizona > In Arizona, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Clint Gossage of CMG Financial Consulting, LLC, Cody Cassidy of TCI Wealth Advisors, Inc. and Heather Townsend of Townsend Financial, LLC. Page: https://find.wellspent.co/by/financial-advisors-under-500k/arizona/ 273 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for under $500,000 in Arizona? In Arizona, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Clint Gossage of CMG Financial Consulting, LLC, Cody Cassidy of TCI Wealth Advisors, Inc. and Heather Townsend of Townsend Financial, LLC. ## How many fee-only advisors for under $500,000 in Arizona are there? The Wellspent public graph lists 273 fee-only advisors for under $500,000 in Arizona, at 171 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Arizona located? Of the 273 fee-only advisors for under $500,000 in Arizona, 66 are in Scottsdale, followed by 57 in Phoenix and 41 in Tucson. ## How do fee-only advisors for under $500,000 in Arizona charge? The most common fee among fee-only advisors for under $500,000 in Arizona is a percentage of assets, used by 93% of the 273 with fees on file. Many use more than one: 55% charge fixed fees and 43% charge by the hour. ## How many fee-only advisors for under $500,000 in Arizona hold the CFP? 38% of the 273 fee-only advisors for under $500,000 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 under $500,000? 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 under $500,000 in Arizona? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Anthony Syracuse](https://find.wellspent.co/advisors/anthony-syracuse.md) | Dynamic Financial Planning, LLC | Scottsdale, Arizona | CFP | One-time planning fee, Hourly, Percentage of assets, Flat fee or retainer | | [Alejandro Haas](https://find.wellspent.co/advisors/alejandro-haas.md) | Copper Square Private Wealth, LLC | Phoenix, Arizona | CFP, CIMA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend.md) | Townsend Financial, LLC | Scottsdale, Arizona | CFP, CPA, BBA, RLP | Ongoing planning fee | | [Jordan Banning](https://find.wellspent.co/advisors/jordan-banning.md) | Crafted Financial Planning | Glendale, Arizona | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten.md) | 49th Parallel Wealth Management, LLC | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Hourly, One-time planning fee | | [Prudence Zhu](https://find.wellspent.co/advisors/prudence-zhu.md) | Enso Financial | Phoenix, Arizona | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly | | [Clint Gossage](https://find.wellspent.co/advisors/clint-gossage.md) | CMG Financial Consulting, LLC | Scottsdale, Arizona | CFA, CFP, CPA | Ongoing planning fee | | [George Kao](https://find.wellspent.co/advisors/george-kao.md) | Reach One Teach One Financial | Phoenix, Arizona | CFP, ChFC, CKA, CRPC, MBA | Percentage of assets, Hourly, Flat fee or retainer | | [Jacob Molina](https://find.wellspent.co/advisors/jacob-molina.md) | Styra Wealth Management | Phoenix, Arizona | CFP, CPA | Percentage of assets, Ongoing planning fee | | [Raman Singh](https://find.wellspent.co/advisors/raman-singh.md) | Singh PWM | Phoenix, Arizona | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets | | [Scott Newhouse](https://find.wellspent.co/advisors/scott-newhouse.md) | Forthright Finances | Scottsdale, Arizona | CFP | Flat fee or retainer, Ongoing planning fee | | [Cody Cassidy](https://find.wellspent.co/advisors/cody-cassidy.md) | TCI Wealth Advisors, Inc. | Scottsdale, Arizona | CFP, CPA, MBA, AAMS, ChFC, CWS, CFA, MD, AIF | Percentage of assets, Hourly, Fixed fees | | [Cole Brooks](https://find.wellspent.co/advisors/cole-brooks.md) | CRB Strategic Services LLC | Phoenix, Arizona | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Michael Tarascio](https://find.wellspent.co/advisors/michael-tarascio.md) | Tarascio Financial Planning, LLC | Mesa, Arizona | CFP | Percentage of assets, Fixed fees | | [Andrea Clark](https://find.wellspent.co/advisors/andrea-clark.md) | The Table Financial Planning LLC | Fountain Hills, Arizona | AFC, CFP | Flat fee or retainer, Ongoing planning fee | | [Andrew Gerhartz](https://find.wellspent.co/advisors/andrew-gerhartz.md) | Bridge The Gap Retirement Planners LLC | Phoenix, Arizona | CFP, MSPFP, MSFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Bob Burger](https://find.wellspent.co/advisors/bob-burger.md) | Disciplined Money | Phoenix, Arizona | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Bryan Curry](https://find.wellspent.co/advisors/bryan-curry.md) | Bridge The Gap Retirement Planners LLC | Phoenix, Arizona | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Claire Thornton](https://find.wellspent.co/advisors/claire-thornton.md) | Hyla Financial | Scottsdale, Arizona | CFP, MST | Percentage of assets, Hourly, Fixed fees | | [Dale Shafer Ii](https://find.wellspent.co/advisors/dale-shafer-ii.md) | Life Moves Wealth Management, LLC | Scotttsdale, Arizona | CFP, APMA, CDFA | Ongoing planning fee | | [Dan VanDusen](https://find.wellspent.co/advisors/dan-vandusen.md) | Objective Wealth | Phoenix, Arizona | CFP, MBA | Percentage of assets | | [Marianne Nolte](https://find.wellspent.co/advisors/marianne-nolte.md) | Imagine Financial Services | Lake Havasu City, Arizona | CFP | Percentage of assets, One-time planning fee | | [Matthew Fitzgerald](https://find.wellspent.co/advisors/matthew-fitzgerald.md) | Holistic Planning | Sedona, Arizona | CFP | Percentage of assets | | [Ben Poulos](https://find.wellspent.co/advisors/ben-poulos.md) | B&E Financial Services | Phoenix, Arizona | CFP, CRPC | Percentage of assets, Hourly, Fixed fees | | [David Rosenthal](https://find.wellspent.co/advisors/david-rosenthal.md) | Wealth Management Solutions | Scottsdale, Arizona | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Steven Chau](https://find.wellspent.co/advisors/steven-chau.md) | Know Your Worth Financial | Tempe, Arizona | CFP | Ongoing planning fee, One-time planning fee | | [Kimberly Bridges](https://find.wellspent.co/advisors/kimberly-bridges.md) | Bright Women Financial | Buckeye, Arizona | | Percentage of assets, One-time planning fee | | [Marcus Waddell](https://find.wellspent.co/advisors/marcus-waddell.md) | Ascension Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Shehara Wooten](https://find.wellspent.co/advisors/shehara-wooten.md) | Your Story Financial, LLC | Phoenix, Arizona | CFP | One-time planning fee | | [Bryan Wisda](https://find.wellspent.co/advisors/bryan-wisda.md) | Almega Wealth Management LLC | Scottsdale, Arizona | CFP | Percentage of assets, Hourly | | [Gary Ferguson](https://find.wellspent.co/advisors/gary-ferguson.md) | John Moore Associates | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Julie Kern](https://find.wellspent.co/advisors/julie-kern.md) | Bridge Financial Strategies | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Kim Morton](https://find.wellspent.co/advisors/kim-morton.md) | WealthLogic, LLC | Gilbert, Arizona | CFP | Percentage of assets | | [Theodore Dwyer](https://find.wellspent.co/advisors/theodore-dwyer.md) | Dwyer Financial | Flagstaff, Arizona | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Adam Harding](https://find.wellspent.co/advisors/adam-harding.md) | Harding Wealth | Tempe, Arizona | CFP | Percentage of assets, Fixed fees | | [Carson Kunkle](https://find.wellspent.co/advisors/carson-kunkle.md) | Harding Wealth | Tempe, Arizona | CFP, ChFC | Percentage of assets, Fixed fees | | [Cornelius Van Zutphen](https://find.wellspent.co/advisors/cornelius-van-zutphen.md) | Intrinsic Wealth Counsel, Inc. | Tempe, Arizona | AAMS, CFP, CRPC, MS | Percentage of assets, Hourly | | [David Young](https://find.wellspent.co/advisors/david-young-7287492.md) | Harding Wealth | Tempe, Arizona | CFP | Percentage of assets, Fixed fees | | [Nicholas Lombardozzi](https://find.wellspent.co/advisors/nicholas-lombardozzi.md) | Kingdom Wealth Advisers | Gilbert, Arizona | CFP | Percentage of assets, Fixed fees | | [Ekenna Anya-Gafu](https://find.wellspent.co/advisors/ekenna-anya-gafu.md) | Pacific Canyon Investments | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Erica Ryberg](https://find.wellspent.co/advisors/erica-ryberg.md) | Montoya Wealth Management | Prescott, Arizona | CFP | Percentage of assets, Hourly, One-time planning fee | | [John Rowley](https://find.wellspent.co/advisors/john-rowley.md) | Faith Investor Services | Scottsdale, Arizona | CFA | Percentage of assets | | [Sean Babin](https://find.wellspent.co/advisors/sean-babin.md) | Babin Wealth Management | Scottsdale, Arizona | CFP | Ongoing planning fee, One-time planning fee | | [Steven Nelson](https://find.wellspent.co/advisors/steven-nelson-1770674.md) | Faith Investor Services | Scottsdale, Arizona | CFA | Percentage of assets | | [Zakriah Gardezy](https://find.wellspent.co/advisors/zakriah-gardezy.md) | Wealthstone Private Wealth Management | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Alicia Klein](https://find.wellspent.co/advisors/alicia-klein.md) | Cambridge Financial Group | Tucson, Arizona | CFP | Percentage of assets, Fixed fees | | [Brandon Hodgeson](https://find.wellspent.co/advisors/brandon-hodgeson.md) | Cambridge Financial Group | Tucson, Arizona | CFP | Percentage of assets, Fixed fees | | [Daniel Cossette](https://find.wellspent.co/advisors/daniel-cossette.md) | Cambridge Financial Group | Tucson, Arizona | CFP | Percentage of assets, Fixed fees | | [Jonathan Moore](https://find.wellspent.co/advisors/jonathan-moore-6733823.md) | Ironwood Wealth Management | Chandler, Arizona | CFP, ChFC | Percentage of assets, Fixed fees | Showing the first 50 of 273. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/arizona/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).