| Joseph McCabe | Vestpointe Wealth Management | Scottsdale | CFP | Percentage of assets |
| Laura Barnard | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Michael Phillips | Verus Capital Partners | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Smith | ProFocus | Phoenix | CFP | Percentage of assets, Hourly |
| Randall Loemker | TruePath Financial Planning | Prescott | CFP | Hourly, Percentage of assets |
| 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 |
| Shelby Newell | Ironwood Wealth Management | Chandler | CFP | Percentage of assets, Fixed fees |
| Thomas Curtis | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Alastair Stansfield | Rise Private Wealth Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Annalise Montgomery | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Cole Leonida | John Moore Associates | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Gabrielle Fitzwater | Dwyer Financial | Flagstaff | Not listed | Percentage of assets, Hourly |
| Joel Bonnema | Bonnema Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| John Schmidt | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Kevin Howard | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Matthew Penkert | Pro Tax | Mesa | CFP | Percentage of assets |
| Aaron Randak | Golden Acre Wealth Management | Scottsdale | Not listed | Percentage of assets, One-time planning fee |
| Albert Black | Dogwood Capital Management | Prescott | CFP | Percentage of assets, Hourly |
| Caleb Huftalin | Ridgeline Private Wealth | Mesa | CFP | Ongoing planning fee |
| Daniel Langworthy | Fortress Financial Group | Scottsdale | Not listed | Percentage of assets |
| Edward Heintz | Heintz Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Matthew Harrison | Attessa Capital | Tucson | CFP, CFA | Percentage of assets |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Robert Kerns | Kerns Legacy Planning | Phoenix | CFP | Percentage of assets, One-time planning fee |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Adam Skousen | Harvard Avenue | Gilbert | Not listed | Percentage of assets |
| Brandon Montoya | Montoya Wealth Management | Prescott | Not listed | Percentage of assets, Hourly |
| David Shelton | Harvard Avenue | Gilbert | Not listed | Percentage of assets |
| Jered Skousen | Harvard Avenue | Gilbert | Not listed | Percentage of assets |
| Karmi Gutman | Lifestyle Planning | Chandler | CFP | Ongoing planning fee |
| Robert Wojcik | W Wealth Advisors | Gilbert | Not listed | Percentage of assets, Hourly |
| Alan Anderson | Yavapai Financial Planning | Prescott | CFP | Percentage of assets, Hourly |
| Albert Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Alexander Marek | Ironwood Wealth Management | Chandler | Not listed | Percentage of assets, Fixed fees |
| Alexander Telidis | Innovative Financial Solutions | Chandler | CFP | Percentage of assets, Ongoing planning fee |
| Blake Welch | Arete Financial and Legal Solutions | Goodyear | Not listed | Percentage of assets, Hourly |
| Bonnie Courtney | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Bret Hoffman | Green Peaks Planning | Surprise | ChFC | Percentage of assets, Hourly |
| Brian Wruk | Transition Financial Advisors Group, Inc. | Gilbert | CFP, MBA | Percentage of assets, Hourly |
| Christopher Campisano | Attessa Capital | Tucson | CFA | Percentage of assets |
| Cole McClarren | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Daryl Eckman | Eckman Wealth Management | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Edwin Ashton | Arete Financial and Legal Solutions | Goodyear | Not listed | Percentage of assets, Hourly |
| Elizabeth Stroup | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Frank Jackson | Bledsoe Asset Management | Phoenix | CFP | Percentage of assets |
| Fred Goodman | Verus Capital Partners | Chandler | Not listed | Percentage of assets, Hourly |
| Garry Bishop | ProFocus | Phoenix | Not listed | Percentage of assets, Hourly |
| Gregory Bryson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |