Hourly financial advisors in Arizona
How do I find fee-only advisors who charge by the hour in Arizona?
In Arizona, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Joel Cundick of Savant Wealth Management, Clint Gossage of CMG Financial Consulting, LLC and Curtis Crossland of Suttle Crossland Wealth Advisors, 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.
- Clint Gossage CMG Financial Consulting, LLC, Scottsdale Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Curtis Crossland Suttle Crossland Wealth Advisors, LLC, Scottsdale Holds the CFP, CFA and EA. Fees on file: one-time planning fee, 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.
- Lucas Wennersten 49th Parallel Wealth Management, LLC, Scottsdale Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 301
- Firms
- 168
- Cities
- 34
- Hold the CFP
- 44%
- Other credentials: CFA 8% · CPA 2% · EA 0%
- How they charge (of 301 with fees on file): percentage of assets 92% · hourly 81% · fixed fees 63% · 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
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Arizona are there?
The Wellspent public graph lists 301 fee-only advisors who charge by the hour in Arizona, at 168 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Arizona located?
Of the 301 fee-only advisors who charge by the hour in Arizona, 107 are in Scottsdale, followed by 66 in Phoenix and 31 in Tucson.
How do fee-only advisors who charge by the hour in Arizona charge?
The most common fee among fee-only advisors who charge by the hour in Arizona is a percentage of assets, used by 92% of the 301 with fees on file. Many use more than one: 81% charge by the hour and 63% charge fixed fees.
How many fee-only advisors who charge by the hour in Arizona hold the CFP?
44% of the 301 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Arizona?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 301 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 |
| 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 |
| 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 |
| Dallen Haws | Haws Financial Planning, LLC | Sierra Vista | CFP, MBA | Percentage of assets, Hourly |
| 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 |
| Bob Burger | Disciplined Money | Phoenix | CFP | Hourly, One-time planning fee |
| 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 |
| 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 |
| 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 |
| Shehara Wooten | Your Story Financial, LLC | Phoenix | CFP | One-time planning fee |
| Bryan Wisda | Almega Wealth Management LLC | Scottsdale | CFP | Percentage of assets, Hourly |
| David Fernandez | Wealth Engineering, LLC | Scottsdale | BS, CFP | Ongoing planning fee |
| Theodore Dwyer | Dwyer Financial | Flagstaff | CFP, ChFC | Percentage of assets, Hourly |
| Cornelius Van Zutphen | Intrinsic Wealth Counsel, Inc. | Tempe | AAMS, CFP, CRPC, MS | Percentage of assets, Hourly |
| Scott Johnson | DecisionPoint Financial | Mesa | AIF, CFP, CPFA | Percentage of assets, One-time planning fee |
| Ekenna Anya-Gafu | Pacific Canyon Investments | Scottsdale | CFP | Percentage of assets, Hourly |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| Gregory Bradstreet | Farnam Financial | Peoria | CFP, CFA | Percentage of assets |
| Jonathan Bird | Farnam Financial | Phoenix | CFP | Percentage of assets |
| Michael Furois | The Planning Associates | Phoenix | CFP | Percentage of assets, Hourly |
| Sean Babin | Babin Wealth Management | Scottsdale | CFP | Ongoing planning fee, One-time planning fee |
| Chase Deters | Deters Wealth Management | Gilbert | CFP, ChFC | Ongoing planning fee |
| Heather McClain | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Joseph McCabe | Vestpointe Wealth Management | Scottsdale | CFP | Percentage of assets |
| Kevin Dunford | Boldin | Snowflake | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
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