# One-time financial plans in Arizona > In Arizona, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Curtis Crossland of Suttle Crossland Wealth Advisors, LLC, Lucas Wennersten of 49th Parallel Wealth Management, LLC and Paulo Lopes of Woodmont Financial Partners LLC. Page: https://find.wellspent.co/by/one-time-financial-plan/arizona/ 26 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who offer one-time plans in Arizona? In Arizona, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Curtis Crossland of Suttle Crossland Wealth Advisors, LLC, Lucas Wennersten of 49th Parallel Wealth Management, LLC and Paulo Lopes of Woodmont Financial Partners LLC. ## How many fee-only advisors who offer one-time plans in Arizona are there? The Wellspent public graph lists 26 fee-only advisors who offer one-time plans in Arizona, at 24 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who offer one-time plans in Arizona located? Of the 26 fee-only advisors who offer one-time plans in Arizona, 7 are in Scottsdale, followed by 7 in Phoenix and 3 in Prescott. ## How do fee-only advisors who offer one-time plans in Arizona charge? All 26 fee-only advisors who offer one-time plans in Arizona with fees on file charge a one-time planning fee. Many use more than one: 65% charge a percentage of assets and 42% charge an ongoing planning fee. ## How many fee-only advisors who offer one-time plans in Arizona hold the CFP? 81% of the 26 fee-only advisors who offer one-time plans 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 offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in Arizona? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Anthony Syracuse](https://find.wellspent.co/advisors/anthony-syracuse.md) | Dynamic Financial Planning, LLC | Scottsdale, Arizona | CFP | One-time planning fee, Hourly, Percentage of assets, Flat fee or retainer | | [Paulo Lopes](https://find.wellspent.co/advisors/paulo-lopes.md) | Woodmont Financial Partners LLC | Mesa, Arizona | CFP, JD | Subscription, One-time planning fee, Hourly | | [Alejandro Haas](https://find.wellspent.co/advisors/alejandro-haas.md) | Copper Square Private Wealth, LLC | Phoenix, Arizona | CFP, CIMA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Jordan Banning](https://find.wellspent.co/advisors/jordan-banning.md) | Crafted Financial Planning | Glendale, Arizona | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten.md) | 49th Parallel Wealth Management, LLC | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Hourly, One-time planning fee | | [Curtis Crossland](https://find.wellspent.co/advisors/curtis-crossland.md) | Suttle Crossland Wealth Advisors, LLC | Scottsdale, Arizona | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee | | [Dustin Suttle](https://find.wellspent.co/advisors/dustin-suttle.md) | Suttle Crossland Wealth Advisors, LLC | Scottsdale, Arizona | CFP, MBA, AAMS, CRPC | One-time planning fee, Ongoing planning fee | | [Raman Singh](https://find.wellspent.co/advisors/raman-singh.md) | Singh PWM | Phoenix, Arizona | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Cole Brooks](https://find.wellspent.co/advisors/cole-brooks.md) | CRB Strategic Services LLC | Phoenix, Arizona | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Bob Burger](https://find.wellspent.co/advisors/bob-burger.md) | Disciplined Money | Phoenix, Arizona | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Marianne Nolte](https://find.wellspent.co/advisors/marianne-nolte.md) | Imagine Financial Services | Lake Havasu City, Arizona | CFP | Percentage of assets, One-time planning fee | | [Steven Chau](https://find.wellspent.co/advisors/steven-chau.md) | Know Your Worth Financial | Tempe, Arizona | CFP | Ongoing planning fee, One-time planning fee | | [Kimberly Bridges](https://find.wellspent.co/advisors/kimberly-bridges.md) | Bright Women Financial | Buckeye, Arizona | | Percentage of assets, One-time planning fee | | [Shehara Wooten](https://find.wellspent.co/advisors/shehara-wooten.md) | Your Story Financial, LLC | Phoenix, Arizona | CFP | One-time planning fee | | [Scott Johnson](https://find.wellspent.co/advisors/scott-johnson.md) | DecisionPoint Financial | Mesa, Arizona | AIF, CFP, CPFA | Percentage of assets, One-time planning fee | | [Erica Ryberg](https://find.wellspent.co/advisors/erica-ryberg.md) | Montoya Wealth Management | Prescott, Arizona | CFP | Percentage of assets, Hourly, One-time planning fee | | [Michael Furois](https://find.wellspent.co/advisors/michael-furois.md) | The Planning Associates | Phoenix, Arizona | CFP | Percentage of assets, Hourly, One-time planning fee | | [Sean Babin](https://find.wellspent.co/advisors/sean-babin.md) | Babin Wealth Management | Scottsdale, Arizona | CFP | Ongoing planning fee, One-time planning fee | | [Randall Loemker](https://find.wellspent.co/advisors/randall-loemker.md) | TruePath Financial Planning | Prescott, Arizona | CFP | Hourly, Percentage of assets, One-time planning fee | | [Ryan Janus](https://find.wellspent.co/advisors/ryan-janus.md) | Janus Financial | Scottsdale, Arizona | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets | | [Aaron Randak](https://find.wellspent.co/advisors/aaron-randak.md) | Golden Acre Wealth Management | Scottsdale, Arizona | | Percentage of assets, One-time planning fee, Hourly | | [Robert Kerns](https://find.wellspent.co/advisors/robert-kerns.md) | Kerns Legacy Planning | Phoenix, Arizona | CFP | Percentage of assets, One-time planning fee | | [Taylor Thompson](https://find.wellspent.co/advisors/taylor-thompson.md) | Thompson Family Office | Gilbert , Arizona | | Percentage of assets, Subscription, One-time planning fee | | [Brandon Montoya](https://find.wellspent.co/advisors/brandon-montoya.md) | Montoya Wealth Management | Prescott, Arizona | | Percentage of assets, Hourly, One-time planning fee | | [Alexander Telidis](https://find.wellspent.co/advisors/alexander-telidis.md) | Innovative Financial Solutions | Chandler, Arizona | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [William Luhrs](https://find.wellspent.co/advisors/william-luhrs.md) | Mount Financial Freedom | Cave Creek, Arizona | | Flat fee or retainer, Ongoing planning fee, One-time planning fee | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).