| Randall Loemker | TruePath Financial Planning | Prescott | CFP | Hourly, Percentage of assets |
| Sara Amparan | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Thomas Curtis | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Alastair Stansfield | Rise Private Wealth Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Christopher Kuehne | Greenwich Advisors | Rio Verde | CFP | Percentage of assets |
| David Hamra | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Denis Smirnov | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Gabrielle Fitzwater | Dwyer Financial | Flagstaff | Not listed | Percentage of assets, Hourly |
| Garry Kachkovsky | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Jeffrey Matchett Robles | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Joel Bonnema | Bonnema Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Kristian Fisher | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Ricky Kelley | RD Kelley Financial Group | Tucson | CFP | Flat fee or retainer, Ongoing planning fee |
| Aaron Randak | Golden Acre Wealth Management | Scottsdale | Not listed | Percentage of assets, One-time planning fee |
| Albert Black | Dogwood Capital Management | Prescott | CFP | Percentage of assets, Hourly |
| Corey Bird | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Courtney Mason | CMC Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| 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 |
| Joshua Gardner | Prosper Private Wealth | Mesa | CFP | Percentage of assets, Hourly |
| Matthew Lucas | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Karmi Gutman | Lifestyle Planning | Chandler | CFP | Ongoing planning fee |
| Robert Wojcik | W Wealth Advisors | Gilbert | Not listed | Percentage of assets, Hourly |
| Alan Anderson | Yavapai Financial Planning | Prescott | CFP | Percentage of assets, Hourly |
| Albert Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| 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 |
| 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 |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| 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 |
| Frank Jackson | Bledsoe Asset Management | Phoenix | CFP | Percentage of assets |
| 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 |
| Jeffrey Geiser | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |