Flat-fee financial advisors in Arizona
How do I find fee-only advisors who charge flat or fixed fees in Arizona?
In Arizona, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Joel Cundick of Savant Wealth Management, Curtis Crossland of Suttle Crossland Wealth Advisors, LLC and Clint Gossage of CMG Financial Consulting, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Joel Cundick Savant Wealth Management, Phoenix Holds the CFP, CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Curtis Crossland Suttle Crossland Wealth Advisors, LLC, Scottsdale Holds the CFP, CFA and EA. Fees on file: one-time planning fee, ongoing planning fee.
- 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.
- Jacob Molina Styra Wealth Management, Phoenix Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 372
- Firms
- 200
- Cities
- 36
- Hold the CFP
- 45%
- Other credentials: CFA 7% · CPA 2% · EA 1%
- How they charge (of 372 with fees on file): percentage of assets 92% · fixed fees 81% · hourly 54% · ongoing planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Arizona are there?
The Wellspent public graph lists 372 fee-only advisors who charge flat or fixed fees in Arizona, at 200 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in Arizona located?
Of the 372 fee-only advisors who charge flat or fixed fees in Arizona, 142 are in Scottsdale, followed by 71 in Phoenix and 41 in Tucson.
How do fee-only advisors who charge flat or fixed fees in Arizona charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Arizona is a percentage of assets, used by 92% of the 372 with fees on file. Many use more than one: 81% charge fixed fees and 54% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Arizona hold the CFP?
45% of the 372 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Arizona?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 372 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 |
| Paulo Lopes Hourly or flat-fee, tax-aware planning for DIY investors, high earners and business owners who want a second set of eyes. | Woodmont Financial Partners LLC | Mesa | CFP, JD | Subscription, One-time planning fee |
| Alejandro Haas | Copper Square Private Wealth, LLC | Phoenix | CFP, CIMA | Flat fee or retainer, Ongoing planning fee |
| Francisco Ayala | The Coleridge Group | Phoenix | CFA, CFP, MBA | 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 |
| Nate Willardson | Currents Wealth Strategies | Chandler | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Curtis Crossland | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| Dustin Suttle | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, MBA, AAMS, CRPC | One-time planning fee, 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 |
| Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. | Savant Wealth Management | Phoenix | AIF, CFP, CPA/PFS, CFA | Percentage of assets, Flat fee or retainer |
| 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 |
| Thomas Knowlton | Luminvest Wealth Management LLC | Scottsdale | CFP, CTFA, MBA | Percentage of assets |
| Trent White | Luminvest Wealth Management LLC | Scottsdale | CFP, JD | Percentage of assets |
| Chad Lawyer | Life Strategy Partners | Tucson | CFP, RICP | Percentage of assets, 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 |
| Dallen Haws | Haws Financial Planning, LLC | Sierra Vista | CFP, MBA | Percentage of assets, Hourly |
| 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 |
| 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 |
| Gautham Jain | Jain Wealthonomics | Marana | CFP, MBA | Flat fee or retainer |
| 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 |
| David Fernandez | Wealth Engineering, LLC | Scottsdale | BS, CFP | Ongoing planning fee |
| Gary Ferguson | John Moore Associates | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| 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 |
| David Young | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Nicholas Lombardozzi | Kingdom Wealth Advisers | Gilbert | CFP | Percentage of assets, Fixed fees |
| Theresa Morrison | Beckett Collective, LLC | Tucson | CFP | Percentage of assets, Fixed fees |
| Ekenna Anya-Gafu | Pacific Canyon Investments | Scottsdale | CFP | Percentage of assets, Hourly |
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