| Gabriel Sirvent | Lifestyle Planning | Chandler | Not listed | Ongoing planning fee |
| Jason Lazarow | Lazarow Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| Alan Rosenfield | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Dale Boettcher | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Hairold Lopez | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kenneth Jobson | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| 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 |
| Mark Eisenhut | Harmony Asset Management | Cave Creek | Not listed | Percentage of assets, Hourly |
| Michael Aloian | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Nathan Stutz | Sterling Investment Management | Tucson | Not listed | Percentage of assets |
| Paul Knobbe | Bledsoe Asset Management | Phoenix | Not listed | Percentage of assets |
| Rula Huber | Bledsoe Asset Management | Phoenix | Not listed | Percentage of assets |
| Stuart Henley | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Timothy Stein | Bledsoe Asset Management | Phoenix | Not listed | Percentage of assets |
| Valerie Mihailovic | Intrinsic Value Partners | Peoria | Not listed | Percentage of assets, Hourly |
| Victor Tassone | API Financial Advisors | Gilbert | Not listed | Percentage of assets, Hourly |
| Alan Norris | Norris Wealth Management | Phoenix | CFP | Percentage of assets, Hourly |
| Alexander Cohen | 3roots Wealth Partners | Scottsdale | CFP | Percentage of assets, Hourly |
| Andrew Holemon | Sage Financial Advisors | Scottsdale | CFP, PFS | Percentage of assets, Hourly |
| Benjamin Barchilon | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| 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 |
| Curtis Harrison | Decisionpoint Financial | Mesa | CFP | Percentage of assets, Hourly |
| Dale Shafer | Life Moves Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Daniel Thompson | Zenith Wealth Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Daniela Jones | Intrinsic Wealth Counsel | Tempe | CFP, CFA | Percentage of assets, Hourly |
| Doralee Meyer | Merino Wealth Management | Tempe | CFP | Percentage of assets, Hourly |
| Dorine Sanchez | Redw Wealth | Phoenix | CFP | Percentage of assets, Hourly |
| Elizabeth Shabaker | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Gary Luna | Dynamic Wealth Advisors | Surprise | CFP | Percentage of assets, Hourly |
| Guilford Nergard | Nergard Wealth Management | Phoenix | CFP | Percentage of assets, Hourly |
| James Karberg | Redw Wealth | Phoenix | CFP | Percentage of assets, Hourly |
| Janet Bryan | Sustainable Advisors Alliance | Phoenix | CFP | Percentage of assets, Hourly |
| Jessica Briggs | Decisionpoint Financial | Mesa | CFP | Percentage of assets, Hourly |
| John Bagley | Strategic Wealth Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| John Davis | NRG Wealth Management | Oro Valley | CFP | Percentage of assets, Hourly |
| 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 |
| Justin Smiley | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Kelly Christensen | Sage Financial Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Kenneth Chavis | Versant Capital Management | Phoenix | CFP | Percentage of assets, Hourly |
| Matthew Daley | Decisionpoint Financial | Mesa | CFP | Percentage of assets, Hourly |
| Matthew Masin | Strategic Wealth Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Matthew Sullivan | Financial Planning First | Tuscon | CFP | Percentage of assets, Hourly |
| Mitchell Marenus | Transition Financial Advisors Group | Gilbert | CFP, CFA | Percentage of assets, Hourly |
| Reese Hinton | Madrid Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |