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Wellspent public graph/Locations/United States/Arizona
United States

Fee-only advisors in Arizona

Fee-only advisors in Scottsdale, Phoenix and Tucson, plus 35 other cities.

What fee-only financial advisors charge in Arizona

By the numbers

The Wellspent public graph lists 496 fee-only financial advisors serving Arizona at 262 firms, most in Scottsdale, Phoenix and Tucson. 41% hold the CFP certification. Of the 496 with fees on file, 93% charge percentage of assets.

Advisors listed
496
Firms
262
Cities
41
Hold the CFP
41%
  • Other credentials: CFA 9% · CPA 1% · EA 0%
  • How they charge (of 496 with fees on file): percentage of assets 93% · fixed fees 60% · hourly 49% · ongoing planning fee 7%

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

Advisors serving Arizona (496)

Fee-only advisors serving 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
Alejandro Haas Copper Square Private Wealth, LLC Phoenix CFP, CIMA Flat fee or retainer, Ongoing planning fee
Francisco Ayala The Coleridge Group Phoenix CFA, CFP, MBA Flat fee or retainer, Ongoing planning fee
Heather Townsend Townsend Financial, LLC Scottsdale CFP, CPA, BBA, RLP 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
Nate Willardson Currents Wealth Strategies Chandler CFP Percentage of assets, Flat fee or retainer
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
George Kao Reach One Teach One Financial Phoenix CFP, ChFC, CKA, CRPC Percentage of assets, Hourly
Jacob Molina Styra Wealth Management Phoenix CFP, CPA Percentage of assets, Ongoing planning fee
Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. Savant Wealth Management Phoenix AIF, CFP, CPA/PFS, CFA Percentage of assets, Flat fee or retainer
Raman Singh Singh PWM Phoenix CFP Flat fee or retainer, Ongoing planning fee
Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. Montebello Avenue Phoenix CFP Flat fee or retainer, Percentage of assets
Scott Newhouse Forthright Finances Scottsdale CFP Flat fee or retainer, 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
Cole Brooks CRB Strategic Services LLC Phoenix CFP Flat fee or retainer, Ongoing planning fee
Dallen Haws Haws Financial Planning, LLC Sierra Vista CFP, MBA Percentage of assets, Hourly
Michael Tarascio Tarascio Financial Planning, LLC Mesa CFP Percentage of assets, Fixed fees
Andrea Clark The Table Financial Planning LLC Fountain Hills AFC, CFP Flat fee or retainer, Ongoing planning fee
Andrew Gerhartz Bridge The Gap Retirement Planners LLC Phoenix CFP, MSPFP, MSFP Percentage of assets, Flat fee or retainer
Bob Burger Disciplined Money Phoenix CFP Hourly, One-time planning fee
Bryan Curry Bridge The Gap Retirement Planners LLC Phoenix CFP Percentage of assets, Flat fee or retainer
Claire Thornton Hyla Financial Scottsdale CFP, MST Percentage of assets, Hourly
Dale Shafer Ii Life Moves Wealth Management, LLC Scotttsdale CFP, APMA, CDFA Ongoing planning fee
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
Matthew Fitzgerald Holistic Planning Sedona CFP Percentage of assets
Ben Poulos B&E Financial Services Phoenix CFP, CRPC Percentage of assets, Hourly
David Rosenthal Wealth Management Solutions Scottsdale CFP, MBA Percentage of assets, Hourly
Steven Chau Know Your Worth Financial Tempe CFP Ongoing planning fee, One-time planning fee
Gautham Jain Jain Wealthonomics Marana CFP, MBA Flat fee or retainer
Kimberly Bridges Bright Women Financial Buckeye Not listed Percentage of assets, One-time planning fee
Marcus Waddell Ascension Advisors Scottsdale CFP Percentage of assets, Fixed fees
Shehara Wooten Your Story Financial, LLC Phoenix CFP One-time planning fee
Bryan Wisda Almega Wealth Management LLC Scottsdale CFP Percentage of assets, Hourly
David Fernandez Wealth Engineering, LLC Scottsdale BS, CFP Ongoing planning fee
Gary Ferguson John Moore Associates Scottsdale CFP Percentage of assets, Fixed fees
Julie Kern Bridge Financial Strategies Scottsdale CFP Percentage of assets, Fixed fees
Kim Morton WealthLogic, LLC Gilbert CFP Percentage of assets
Theodore Dwyer Dwyer Financial Flagstaff CFP, ChFC Percentage of assets, Hourly
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

Firms headquartered in Arizona (212)

All 212 firms in Arizona