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Virtual financial advisors in Arizona

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..

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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.
  • Clint Gossage CMG Financial Consulting, LLC, Scottsdale Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
  • Cody Cassidy TCI Wealth Advisors, Inc., Scottsdale Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
  • Heather Townsend Townsend Financial, LLC, Scottsdale Holds the CFP and CPA. Fees on file: ongoing planning fee.
  • Prudence Zhu Enso Financial, Phoenix Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
  • Gregory Bradstreet Farnam Financial, Peoria Holds the CFP and CFA. Fees on file: percentage of assets.

By the numbers

Advisors listed
38
Firms
27
Cities
11
Hold the CFP
82%
  • Other credentials: CFA 11% · CPA 11% · EA 3%
  • How they charge (of 38 with fees on file): percentage of assets 76% · fixed fees 37% · one-time planning fee 24% · ongoing planning fee 24%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Virtual financial advisors by state

Questions about virtual financial advisors

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.

All 38 advisors

Virtual financial advisors in Arizona: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Heather Townsend Townsend Financial, LLC Scottsdale CFP, CPA, BBA, RLP Ongoing planning fee
Prudence Zhu Enso Financial Phoenix CFP, CFT-I, CPA, MBA Percentage of assets, Flat fee or retainer
Clint Gossage CMG Financial Consulting, LLC Scottsdale CFA, CFP, CPA Ongoing planning fee
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
Thomas Knowlton Luminvest Wealth Management LLC Scottsdale CFP, CTFA, MBA Percentage of assets
Trent White Luminvest Wealth Management LLC Scottsdale CFP, JD Percentage of assets
Chad Lawyer Life Strategy Partners Tucson CFP, RICP Percentage of assets, Ongoing planning fee
Cody Cassidy TCI Wealth Advisors, Inc. Scottsdale CFP, CPA, MBA, AAMS Percentage of assets, Hourly
Dan VanDusen Objective Wealth Phoenix CFP, MBA Percentage of assets
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
Adam Harding Harding Wealth Tempe CFP Percentage of assets, Fixed fees
Brian Rellihan Wise Wealth Partners Phoenix CFP Percentage of assets
Carson Kunkle Harding Wealth Tempe CFP, ChFC Percentage of assets, Fixed fees
David Young Harding Wealth Tempe CFP Percentage of assets, Fixed fees
Nicholas Lombardozzi Kingdom Wealth Advisers Gilbert CFP Percentage of assets, Fixed fees
Scott Johnson DecisionPoint Financial Mesa AIF, CFP, CPFA Percentage of assets, One-time planning fee
Theresa Morrison Beckett Collective, LLC Tucson CFP Percentage of assets, Fixed fees
Gregory Bradstreet Farnam Financial Peoria CFP, CFA Percentage of assets
Jonathan Bird Farnam Financial Phoenix CFP Percentage of assets
Zakriah Gardezy Wealthstone Private Wealth Management Scottsdale CFP Percentage of assets, Fixed fees
Alicia Klein Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Brandon Hodgeson Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Daniel Cossette Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Christopher Kuehne Greenwich Advisors Rio Verde CFP Percentage of assets
Caleb Huftalin Ridgeline Private Wealth Mesa CFP Ongoing planning fee
Edward Heintz Heintz Wealth Management Scottsdale CFP Percentage of assets, Hourly
Bonnie Courtney Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Cole McClarren Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Guy Chadwick Third Stanza Group Cave Creek Not listed Percentage of assets
Kaitlin Krozel Krozel Capital Scottsdale Not listed Percentage of assets, Fixed fees
Michael Hibbs Third Stanza Group Cave Creek Not listed Percentage of assets
William Eberhard Ridgeline Private Wealth Mesa Not listed Ongoing planning fee

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