Advisors for under $500,000 in Arizona
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Clint Gossage CMG Financial Consulting, LLC, Scottsdale Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Cody Cassidy TCI Wealth Advisors, Inc., Scottsdale Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Heather Townsend Townsend Financial, LLC, Scottsdale Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Prudence Zhu Enso Financial, Phoenix Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Jacob Molina Styra Wealth Management, Phoenix Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Lucas Wennersten 49th Parallel Wealth Management, LLC, Scottsdale Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 273
- Firms
- 171
- Cities
- 31
- Hold the CFP
- 38%
- Other credentials: CFA 5% · CPA 2% · EA 0%
- How they charge (of 273 with fees on file): percentage of assets 93% · fixed fees 55% · hourly 43% · ongoing planning fee 8%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 273 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 |
| Alejandro Haas | Copper Square Private Wealth, LLC | Phoenix | CFP, CIMA | Flat fee or retainer, Ongoing planning fee |
| Heather Townsend | Townsend Financial, LLC | Scottsdale | CFP, CPA, BBA, RLP | Ongoing planning fee |
| Jordan Banning | Crafted Financial Planning | Glendale | CFP | Percentage of assets, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| Prudence Zhu | Enso Financial | Phoenix | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Clint Gossage | CMG Financial Consulting, LLC | Scottsdale | CFA, CFP, CPA | Ongoing planning fee |
| 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 |
| 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 |
| Scott Newhouse | Forthright Finances | Scottsdale | CFP | Flat fee or retainer, Ongoing planning fee |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| Cole Brooks | CRB Strategic Services LLC | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Tarascio | Tarascio Financial Planning, LLC | Mesa | CFP | Percentage of assets, Fixed fees |
| Andrea Clark | The Table Financial Planning LLC | Fountain Hills | AFC, CFP | Flat fee or retainer, 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 |
| Dale Shafer Ii | Life Moves Wealth Management, LLC | Scotttsdale | CFP, APMA, CDFA | Ongoing planning fee |
| Dan VanDusen | Objective Wealth | Phoenix | CFP, MBA | Percentage of assets |
| 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 |
| David Rosenthal | Wealth Management Solutions | Scottsdale | CFP, MBA | Percentage of assets, Hourly |
| Steven Chau | Know Your Worth Financial | Tempe | CFP | Ongoing planning fee, One-time planning fee |
| 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 |
| Shehara Wooten | Your Story Financial, LLC | Phoenix | CFP | One-time planning fee |
| Bryan Wisda | Almega Wealth Management LLC | Scottsdale | CFP | Percentage of assets, Hourly |
| Gary Ferguson | John Moore Associates | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Kim Morton | WealthLogic, LLC | Gilbert | CFP | Percentage of assets |
| Theodore Dwyer | Dwyer Financial | Flagstaff | CFP, ChFC | Percentage of assets, Hourly |
| Adam Harding | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Carson Kunkle | Harding Wealth | Tempe | CFP, ChFC | Percentage of assets, Fixed fees |
| Cornelius Van Zutphen | Intrinsic Wealth Counsel, Inc. | Tempe | AAMS, CFP, CRPC, MS | Percentage of assets, Hourly |
| David Young | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Nicholas Lombardozzi | Kingdom Wealth Advisers | Gilbert | CFP | Percentage of assets, Fixed fees |
| Ekenna Anya-Gafu | Pacific Canyon Investments | Scottsdale | CFP | Percentage of assets, Hourly |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| John Rowley | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| Sean Babin | Babin Wealth Management | Scottsdale | CFP | Ongoing planning fee, One-time planning fee |
| Steven Nelson | Faith Investor Services | Scottsdale | CFA | 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 |
| Daniel Cossette | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Jonathan Moore | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
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