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Advisors for under $500,000 in Arizona

All 273 advisors

Advisors for under $500,000 in Arizona: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Guillermo Monge Wealth Management Partners Tucson Not listed Percentage of assets
Jasmine Miller Kilter Group Peoria Not listed Percentage of assets, Fixed fees
Jeffrey Geiser Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
John Glaudel Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Katelyn Kalomiris JGP Wealth Management Phoenix CFP Percentage of assets, Hourly
Kevin Phillips Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Kristi Thompson Wealth Management Partners Tucson Not listed Percentage of assets
Lauren Mishra Elion Financial LLC Tucson CFP, EA, PhD Fixed fees
Logan Colwell Eckman Wealth Management Phoenix Not listed Percentage of assets, Fixed fees
Marty Block Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Michael Andrews Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Michele McCabe Vestpointe Wealth Management Scottsdale Not listed Percentage of assets
Morgan Brown Wealth Management Partners Tucson Not listed Percentage of assets
Robyn Kreuer Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Sasha Antman Eckman Wealth Management Phoenix Not listed Percentage of assets, Fixed fees
Steven Deangelis Verus Capital Partners Gilbert Not listed Percentage of assets, Hourly
Tanner Bortnem Harmoney Wealth Gilbert CFP Percentage of assets, Fixed fees
Todd Bendell Optima Capital Management Tempe CFP Percentage of assets
Corbin Hixson Alpha Squared Capital Scottsdale Not listed Percentage of assets, Hourly
David D'Eredita Rise Private Wealth Advisors Tucson Not listed Percentage of assets, Hourly
Guy Chadwick Third Stanza Group Cave Creek Not listed Percentage of assets
Jeffrey Hybiak SEM Wealth Management Tucson CFA Percentage of assets
Kaitlin Krozel Krozel Capital Scottsdale Not listed Percentage of assets, Fixed fees
Michael Hibbs Third Stanza Group Cave Creek Not listed Percentage of assets
Odell Berry Invest Smart USA Scottsdale ChFC Percentage of assets, Fixed fees
William Newman Newman's Financial Planning Queen Creek Not listed Percentage of assets
Alec Berens Attessa Capital Tucson Not listed Percentage of assets
Alexis Stathis Attessa Capital Tucson Not listed Percentage of assets
Amanda Wray Next Up Wealth Advisors Scottsdale Not listed Percentage of assets, Hourly
Brendan Ganji Red Night Capital Scottsdale Not listed Percentage of assets, Hourly
Brian Laurie Green Peaks Planning Surprise Not listed Percentage of assets, Hourly
David Kornberg Attessa Capital Tucson Not listed Percentage of assets
David Walsvick Walsvick Wealth Management Phoenix Not listed Percentage of assets
Derek Sinani Ironwood Wealth Advisors Scottsdale Not listed Percentage of assets
Jacob Semansky Red Night Capital Scottsdale Not listed Percentage of assets, Hourly
James Good Attessa Capital Tucson Not listed Percentage of assets
Jared Farnsworth Skymark Advisors Sun City Not listed Percentage of assets, Hourly
Joseph Arce The Norden Group Scottsdale Not listed Percentage of assets, Fixed fees
Joseph Police Red Night Capital Scottsdale Not listed Percentage of assets, Hourly
Julia Rogan Attessa Capital Tucson Not listed Percentage of assets
Kevin Lane Lane Brothers Investment Counsel Prescott Not listed Percentage of assets, Fixed fees
Megan Lane Lane Brothers Investment Counsel Prescott Not listed Percentage of assets, Fixed fees
William Eberhard Ridgeline Private Wealth Mesa Not listed Ongoing planning fee
William Luhrs Mount Financial Freedom Cave Creek Not listed Flat fee or retainer, Ongoing planning fee
Brandon Klippel Vista Cima Wealth Management Surprise Not listed Percentage of assets, Fixed fees
Cody Hybiak SEM Wealth Management Tucson Not listed Percentage of assets
Denny Stoddard Bridgeway Wealth Management Queen Creek Not listed Percentage of assets, Hourly
Francisco Sirvent Lifestyle Planning Chandler Not listed Ongoing planning fee
Gabriel Sirvent Lifestyle Planning Chandler Not listed Ongoing planning fee
James Stover SEM Wealth Management Tucson Not listed Percentage of assets