One-time financial plans in Arizona
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Curtis Crossland Suttle Crossland Wealth Advisors, LLC, Scottsdale Holds the CFP, CFA and EA. Fees on file: one-time planning fee, ongoing planning fee.
- Lucas Wennersten 49th Parallel Wealth Management, LLC, Scottsdale Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Paulo Lopes Woodmont Financial Partners LLC, Mesa Holds the CFP. Fees on file: subscription, one-time planning fee.
- Erica Ryberg Montoya Wealth Management, Prescott Holds the CFP. Fees on file: percentage of assets, hourly.
- Ryan Janus Janus Financial, Scottsdale Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Steven Chau Know Your Worth Financial, Tempe Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
By the numbers
- Advisors listed
- 26
- Firms
- 24
- Cities
- 11
- Hold the CFP
- 81%
- Other credentials: CFA 8% · EA 4%
- How they charge (of 26 with fees on file): one-time planning fee 100% · percentage of assets 65% · ongoing planning fee 42% · hourly 38%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 26 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 |
| Jordan Banning | Crafted Financial Planning | Glendale | CFP | Percentage of assets, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Raman Singh | Singh PWM | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Cole Brooks | CRB Strategic Services LLC | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Bob Burger | Disciplined Money | Phoenix | CFP | Hourly, One-time planning fee |
| Marianne Nolte | Imagine Financial Services | Lake Havasu City | CFP | Percentage of assets, One-time planning fee |
| Steven Chau | Know Your Worth Financial | Tempe | CFP | Ongoing planning fee, One-time planning fee |
| 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 |
| Scott Johnson | DecisionPoint Financial | Mesa | AIF, CFP, CPFA | Percentage of assets, One-time planning fee |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| 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 |
| Randall Loemker | TruePath Financial Planning | Prescott | CFP | Hourly, Percentage of assets |
| Ryan Janus | Janus Financial | Scottsdale | CFP | Flat fee or retainer, One-time planning fee |
| Aaron Randak | Golden Acre Wealth Management | Scottsdale | Not listed | Percentage of assets, One-time planning fee |
| Robert Kerns | Kerns Legacy Planning | Phoenix | CFP | Percentage of assets, One-time planning fee |
| 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 |
| Alexander Telidis | Innovative Financial Solutions | Chandler | CFP | Percentage of assets, Ongoing planning fee |
| William Luhrs | Mount Financial Freedom | Cave Creek | Not listed | Flat fee or retainer, Ongoing planning fee |
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