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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
Jason Lazarow Lazarow Wealth Management Tucson Not listed Percentage of assets, Hourly
Joel Zerbe Vista Cima Wealth Management Surprise Not listed Percentage of assets, Fixed fees
Nigel Upton Pinnacle Financial Freedom Scottsdale Not listed Flat fee or retainer
Preston Rhoades Vista Cima Wealth Management Surprise Not listed Percentage of assets, Fixed fees
Richard Gage SEM Wealth Management Tucson Not listed Percentage of assets
Robert Stock Invest Smart USA Scottsdale Not listed Percentage of assets, Fixed fees
Rodney McKinnis MACC IV Group Chandler Not listed Percentage of assets, Fixed fees
Shannon Chandler SEM Wealth Management Tucson Not listed Percentage of assets
Shawn McKeown Southern Pacific Asset Management Yuma Not listed Percentage of assets
Timothy McCain SEM Wealth Management Tucson Not listed Percentage of assets
Jarrod Rice Essential Investing Phoenix Not listed Percentage of assets
John Mersek Essential Investing Phoenix Not listed Percentage of assets
Jonathan Elliott Optima Capital Management Tempe Not listed Percentage of assets
Joshua James Essential Investing Phoenix Not listed Percentage of assets
Kevin Barton Elevate Financial Scottsdale Not listed Percentage of assets, Hourly
Kurtis Knobbe Bledsoe Asset Management Phoenix Not listed Percentage of assets
Luke Barnes Bledsoe Asset Management Phoenix Not listed Percentage of assets
Michael Meixler Meixler Investment Management Show Low Not listed Percentage of assets
Minas Kourouglos 212 Wealth Management Scottsdale Not listed Percentage of assets, Fixed fees
Paul Knobbe Bledsoe Asset Management Phoenix Not listed Percentage of assets
Rula Huber Bledsoe Asset Management Phoenix Not listed Percentage of assets
Timothy Stein Bledsoe Asset Management Phoenix Not listed Percentage of assets
Victor Tassone API Financial Advisors Gilbert Not listed Percentage of assets, Hourly
Abe Askil Titan Capital Management Scottsdale CFP Percentage of assets, Fixed fees
Alexander Cohen 3roots Wealth Partners Scottsdale CFP Percentage of assets, Hourly
Angus Schaal Tandem Wealth Advisors Phoenix CFP Percentage of assets, Fixed fees
Brian Springsteel Springsteel Investment Advisors Phoenix CFP, PFS Percentage of assets, Hourly
Brian Voelker The Table Financial Planning Fountain Hills CFP Percentage of assets, Hourly
Cortney Giles Archstone Wealth Advisors Chandler CFP Percentage of assets, Hourly
Dale Shafer Life Moves Wealth Management Scottsdale CFP Percentage of assets, Hourly
Daniela Jones Intrinsic Wealth Counsel Tempe CFP, CFA Percentage of assets, Hourly
David Wall Wall Capital Group Phoenix CFP Percentage of assets, Fixed fees
Diane Ouellette Gold Canyon Financial Planning Gold Canyon CFP Percentage of assets
Doralee Meyer Merino Wealth Management Tempe CFP Percentage of assets, Hourly
Gary Luna Dynamic Wealth Advisors Surprise CFP Percentage of assets, Hourly
Janet Bryan Sustainable Advisors Alliance Phoenix CFP Percentage of assets, Hourly
Jaron Turley GBG Wealth Management Mesa CFP Percentage of assets, Fixed fees
John Pfaffmann Petra Financial Advisors Tempe CFP Percentage of assets, Hourly
Jonel Tomines CMG Financial Consulting Scottsdale CFP Percentage of assets, Hourly
Joseph McInerney Wisdom Wealth Investment Advisors Phoenix CFP Percentage of assets, Hourly
Matthew Sullivan Financial Planning First Tuscon CFP Percentage of assets, Hourly
Michelle Morris Brio Financial Planning Prescott CFP Fixed fees
Michelle Patel Patel Wealth Strategies Chandler CFP Percentage of assets, Fixed fees
Mitchell Marenus Transition Financial Advisors Group Gilbert CFP, CFA Percentage of assets, Hourly
Reese Hinton Madrid Wealth Management Scottsdale CFP Percentage of assets, Hourly
Richard Fenger Fenger Financial Mesa CFP Percentage of assets
Robert Burger Disciplined Money Phoenix CFP Hourly
Samuel Harrison Family Investment Center Gilbert CFP Percentage of assets, Hourly
Samuel Hawtree Hawtree Advisory Group Tucson CFP Percentage of assets, Hourly
Scott Cadieux Echelon Private Wealth Scottsdale CFP Percentage of assets, Hourly