| Daniel Langworthy | Fortress Financial Group | Scottsdale | Not listed | Percentage of assets |
| Edward Heintz | Heintz Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Eric Stein | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Jessica Pariser | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Kathleen Mealey | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Matthew Lucas | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Randy Siegel | Aletheian Wealth Advisors | Prescott | CFP | Percentage of assets, Fixed fees |
| Robert Kerns | Kerns Legacy Planning | Phoenix | CFP | Percentage of assets, One-time planning fee |
| Stephanie Schultz | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Tabitha Daly | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Brandon Montoya | Montoya Wealth Management | Prescott | Not listed | Percentage of assets, Hourly |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Karmi Gutman | Lifestyle Planning | Chandler | CFP | Ongoing planning fee |
| Matthew Benson | Sonmore Financial | Chandler | CFP | Percentage of assets, Fixed fees |
| 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 |
| Ananda Das | Life Strategy Partners | Tucson | CFP, AEP, RICP, RSSA | Percentage of assets, Hourly |
| Beau Kemp | Switchpoint Financial Planning LLC | Chandler | CFP | Percentage of assets, Hourly |
| 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 |
| Charles Rossi | Intelligent Capitalworks | Scottsdale | AEP, AIF, CAP, CFA | Percentage of assets, Hourly |
| Cole McClarren | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| 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 |
| Erin Itkoe | Luminescent Wealth Management | Phoenix | CFP, PFS | Percentage of assets, Hourly |
| Fred Goodman | Verus Capital Partners | Chandler | Not listed | Percentage of assets, Hourly |
| Garry Bishop | ProFocus | Phoenix | Not listed | Percentage of assets, Hourly |
| Geoffrey Tran | Fortitude Family Office | Scottsdale | PFS | Percentage of assets, Hourly |
| Gregory Bryson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Guillermo Monge | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Jadon Dailey | Kera Capital | Mesa | Not listed | Percentage of assets, Hourly |
| Jake Moller | TFO Family Office Partners | Phoenix | CFP | Percentage of assets, Hourly |
| James Schwartz | Strategic Wealth Advisors, LLC | Scottsdale | CFP, RICP, CPA, MBA | Percentage of assets, Hourly |
| 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 |
| Jordan Naffa | Arista Wealth Management | Scottsdale | ABFP, ADPA, AWMA, CFP | 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 |
| Kristopher Johnson | Stone Island Financial Planning | Scottsdale | CFP | Percentage of assets, Hourly |
| Lauren Mishra | Elion Financial LLC | Tucson | CFP, EA, PhD | Fixed fees |