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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
Marcos Goodman GBG Wealth Management Mesa Not listed Percentage of assets, Fixed fees
Marisol Fung Avier Wealth Advisors Chandler Not listed Percentage of assets
Mark Finelli Blue Square Asset Management Chandler Not listed Percentage of assets, Fixed fees
Mark Rehn Stableford Capital Scottsdale Not listed Percentage of assets, Hourly
Mark Trumble Process Design Capital Management Phoenix Not listed Percentage of assets, Fixed fees
Matteo Curley Xcelsior Advisor Partners Scottsdale Not listed Percentage of assets, Hourly
Meghan Mulligan Tandem Wealth Advisors Phoenix Not listed Percentage of assets, Fixed fees
Michael Bosen GBG Wealth Management Mesa Not listed Percentage of assets, Fixed fees
Michael Christensen Sage Financial Advisors Scottsdale Not listed Percentage of assets, Hourly
Michael Messinger Mulholland Wealth Advisors Scottsdale Not listed Percentage of assets
Michael Salomon Annecy Tucson Not listed Percentage of assets, Hourly
Monica Salazar NRG Wealth Management Oro Valley Not listed Percentage of assets, Hourly
Nicholas Hayes Versant Capital Management Phoenix Not listed Percentage of assets, Hourly
Nicolas Moise Zenith Wealth Advisors Scottsdale Not listed Percentage of assets, Hourly
Parker Foltz Zenith Wealth Advisors Scottsdale Not listed Percentage of assets, Hourly
Patricia Stark Zenith Wealth Advisors Scottsdale Not listed Percentage of assets, Hourly
Paul Drake-Stockard DSA Asset Management Chandler Not listed Percentage of assets, Hourly
Paul Hermens Hermens Capital Management Scottsdale Not listed Percentage of assets, Hourly
Peter Fugger NRG Wealth Management Oro Valley Not listed Percentage of assets, Hourly
Phillip Krznarich Thunderbird Wealth Management Buckeye Not listed Percentage of assets
Quinlan Popham Continuum Advisory Phoenix Not listed Percentage of assets, Hourly
Raymond Kelsey Finco Investment Services Gilbert Not listed Percentage of assets, Hourly
Richard Young Young Capital Management Fountain Hills Not listed Percentage of assets, Hourly
Robert Cohen Tandem Wealth Advisors Phoenix Not listed Percentage of assets, Fixed fees
Robert Pace RJ Pace Financial Peoria Not listed Percentage of assets, Hourly
Robert Smith Integrated Financial Solutions Mesa Not listed Percentage of assets, Hourly
Roger Bracken Pinnacle Peak Wealth Management Scottsdale Not listed Percentage of assets
Roger Gokool Ironwood Investment Counsel Scottsdale Not listed Percentage of assets
Ronald Gregg Pogson & Matt Wealth Management Group Phoenix Not listed Percentage of assets, Hourly
Roric Griffith Integrated Financial Solutions Mesa Not listed Percentage of assets, Hourly
Ryan Genzman GR Financial Group Tucson Not listed Percentage of assets, Fixed fees
Sandra Widmer GR Financial Group Tucson Not listed Percentage of assets, Fixed fees
Sean Balog Process Design Capital Management Phoenix Not listed Percentage of assets, Fixed fees
Sean McDowell Financial Planning First Tuscon Not listed Percentage of assets, Hourly
Sean Rawlings Wealthbound Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Sergey Zaytsev Zquant Advisory Scottsdale Not listed Percentage of assets, Hourly
Seth McBee Mcbee Advisors Glendale Not listed Percentage of assets, Hourly
Seth Sas Redw Wealth Phoenix Not listed Percentage of assets, Hourly
Sherry Irwin The Table Financial Planning Fountain Hills Not listed Percentage of assets, Hourly
Shyla Bassey 17 Capital Partners Phoenix Not listed Percentage of assets, Fixed fees
Stanley Reeg Xcelsior Advisor Partners Scottsdale Not listed Percentage of assets, Hourly
Steven Graham Allied Portfolio Management Tucson Not listed Percentage of assets
Teresa Milner 17 Capital Partners Phoenix Not listed Percentage of assets, Fixed fees
Thomas Brough Capital Trust Wealth Management Scottsdale Not listed Percentage of assets, Performance-based fees
William Christensen Sage Financial Advisors Scottsdale Not listed Percentage of assets, Hourly
William Mullenmeister Pogson & Matt Wealth Management Group Phoenix Not listed Percentage of assets, Hourly

Firms headquartered in Arizona (212)

All 212 firms in Arizona