# Virtual financial advisors in Arizona

> In Arizona, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Curtis Crossland of Suttle Crossland Wealth Advisors, LLC, Clint Gossage of CMG Financial Consulting, LLC and Cody Cassidy of TCI Wealth Advisors, Inc..

Page: https://find.wellspent.co/by/virtual-financial-advisors/arizona/
38 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 work with clients virtually in Arizona?

In Arizona, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Curtis Crossland of Suttle Crossland Wealth Advisors, LLC, Clint Gossage of CMG Financial Consulting, LLC and Cody Cassidy of TCI Wealth Advisors, Inc..

## How many fee-only advisors who work with clients virtually in Arizona are there?

The Wellspent public graph lists 38 fee-only advisors who work with clients virtually in Arizona, at 27 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who work with clients virtually in Arizona located?

Of the 38 fee-only advisors who work with clients virtually in Arizona, 11 are in Scottsdale, followed by 7 in Tucson and 5 in Phoenix.

## How do fee-only advisors who work with clients virtually in Arizona charge?

The most common fee among fee-only advisors who work with clients virtually in Arizona is a percentage of assets, used by 76% of the 38 with fees on file. Many use more than one: 37% charge fixed fees and 24% charge a one-time planning fee.

## How many fee-only advisors who work with clients virtually in Arizona hold the CFP?

82% of the 38 fee-only advisors who work with clients virtually 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 work with clients virtually?

We count an advisor here when their firm's website says they work with clients virtually.

## What should I ask fee-only advisors who work with clients virtually in Arizona?

Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?

## How current is this list of fee-only advisors who work with clients virtually 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 |
| [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend.md) | Townsend Financial, LLC | Scottsdale, Arizona | CFP, CPA, BBA, RLP | Ongoing planning fee |
| [Prudence Zhu](https://find.wellspent.co/advisors/prudence-zhu.md) | Enso Financial | Phoenix, Arizona | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly |
| [Clint Gossage](https://find.wellspent.co/advisors/clint-gossage.md) | CMG Financial Consulting, LLC | Scottsdale, Arizona | CFA, CFP, CPA | Ongoing 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 |
| [Thomas Knowlton](https://find.wellspent.co/advisors/thomas-knowlton.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, CTFA, MBA | Percentage of assets |
| [Trent White](https://find.wellspent.co/advisors/trent-white.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, JD | Percentage of assets |
| [Chad Lawyer](https://find.wellspent.co/advisors/chad-lawyer.md) | Life Strategy Partners | Tucson, Arizona | CFP, RICP | Percentage of assets, Ongoing planning fee |
| [Cody Cassidy](https://find.wellspent.co/advisors/cody-cassidy.md) | TCI Wealth Advisors, Inc. | Scottsdale, Arizona | CFP, CPA, MBA, AAMS, ChFC, CWS, CFA, MD, AIF | Percentage of assets, Hourly, Fixed fees |
| [Dan VanDusen](https://find.wellspent.co/advisors/dan-vandusen.md) | Objective Wealth | Phoenix, Arizona | CFP, MBA | Percentage of assets |
| [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 |
| [Adam Harding](https://find.wellspent.co/advisors/adam-harding.md) | Harding Wealth | Tempe, Arizona | CFP | Percentage of assets, Fixed fees |
| [Brian Rellihan](https://find.wellspent.co/advisors/brian-rellihan.md) | Wise Wealth Partners | Phoenix, Arizona | CFP | Percentage of assets |
| [Carson Kunkle](https://find.wellspent.co/advisors/carson-kunkle.md) | Harding Wealth | Tempe, Arizona | CFP, ChFC | Percentage of assets, Fixed fees |
| [David Young](https://find.wellspent.co/advisors/david-young-7287492.md) | Harding Wealth | Tempe, Arizona | CFP | Percentage of assets, Fixed fees |
| [Nicholas Lombardozzi](https://find.wellspent.co/advisors/nicholas-lombardozzi.md) | Kingdom Wealth Advisers | Gilbert, Arizona | CFP | Percentage of assets, Fixed fees |
| [Scott Johnson](https://find.wellspent.co/advisors/scott-johnson.md) | DecisionPoint Financial | Mesa, Arizona | AIF, CFP, CPFA | Percentage of assets, One-time planning fee |
| [Theresa Morrison](https://find.wellspent.co/advisors/theresa-morrison.md) | Beckett Collective, LLC | Tucson, Arizona | CFP | Percentage of assets, Fixed fees |
| [Gregory Bradstreet](https://find.wellspent.co/advisors/gregory-bradstreet.md) | Farnam Financial | Peoria, Arizona | CFP, CFA | Percentage of assets |
| [Jonathan Bird](https://find.wellspent.co/advisors/jonathan-bird.md) | Farnam Financial | Phoenix, Arizona | CFP | Percentage of assets |
| [Zakriah Gardezy](https://find.wellspent.co/advisors/zakriah-gardezy.md) | Wealthstone Private Wealth Management | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees |
| [Alicia Klein](https://find.wellspent.co/advisors/alicia-klein.md) | Cambridge Financial Group | Tucson, Arizona | CFP | Percentage of assets, Fixed fees |
| [Brandon Hodgeson](https://find.wellspent.co/advisors/brandon-hodgeson.md) | Cambridge Financial Group | Tucson, Arizona | CFP | Percentage of assets, Fixed fees |
| [Daniel Cossette](https://find.wellspent.co/advisors/daniel-cossette.md) | Cambridge Financial Group | Tucson, Arizona | CFP | Percentage of assets, Fixed fees |
| [Christopher Kuehne](https://find.wellspent.co/advisors/christopher-kuehne.md) | Greenwich Advisors | Rio Verde, Arizona | CFP | Percentage of assets |
| [Caleb Huftalin](https://find.wellspent.co/advisors/caleb-huftalin.md) | Ridgeline Private Wealth | Mesa, Arizona | CFP | Ongoing planning fee |
| [Edward Heintz](https://find.wellspent.co/advisors/edward-heintz.md) | Heintz Wealth Management | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bonnie Courtney](https://find.wellspent.co/advisors/bonnie-courtney.md) | Cambridge Financial Group | Tucson, Arizona |   | Percentage of assets, Fixed fees |
| [Cole McClarren](https://find.wellspent.co/advisors/cole-mcclarren.md) | Cambridge Financial Group | Tucson, Arizona |   | Percentage of assets, Fixed fees |
| [Guy Chadwick](https://find.wellspent.co/advisors/guy-chadwick.md) | Third Stanza Group | Cave Creek, Arizona |   | Percentage of assets |
| [Kaitlin Krozel](https://find.wellspent.co/advisors/kaitlin-krozel.md) | Krozel Capital | Scottsdale, Arizona |   | Percentage of assets, Fixed fees |
| [Michael Hibbs](https://find.wellspent.co/advisors/michael-hibbs.md) | Third Stanza Group | Cave Creek, Arizona |   | Percentage of assets |
| [William Eberhard](https://find.wellspent.co/advisors/william-eberhard.md) | Ridgeline Private Wealth | Mesa, Arizona |   | Ongoing 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).
