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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
Cornelius Van Zutphen Intrinsic Wealth Counsel, Inc. Tempe AAMS, CFP, CRPC, MS Percentage of assets, Hourly
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
Ekenna Anya-Gafu Pacific Canyon Investments Scottsdale CFP Percentage of assets, Hourly
Erica Ryberg Montoya Wealth Management Prescott CFP Percentage of assets, Hourly
Gregory Bradstreet Farnam Financial Peoria CFP, CFA Percentage of assets
John Rowley Faith Investor Services Scottsdale CFA Percentage of assets
Jonathan Bird Farnam Financial Phoenix CFP Percentage of assets
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
Steven Nelson Faith Investor Services Scottsdale CFA 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
Chase Deters Deters Wealth Management Gilbert CFP, ChFC Ongoing planning fee
Daniel Cossette Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Heather McClain Deters Wealth Management Gilbert CFP Ongoing planning fee
Jonathan Moore Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Joseph McCabe Vestpointe Wealth Management Scottsdale CFP Percentage of assets
Kevin Dunford Boldin Snowflake CFP Flat fee or retainer, Ongoing planning fee
Laura Barnard Wealth Management Partners Tucson CFP Percentage of assets
Michael Phillips Verus Capital Partners Phoenix CFP Percentage of assets, Hourly
Michael Smith ProFocus Phoenix CFP Percentage of assets, Hourly
Randall Loemker TruePath Financial Planning Prescott CFP Hourly, Percentage of assets
Richard Wagner Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Ryan Janus Janus Financial Scottsdale CFP Flat fee or retainer, One-time planning fee
Rydan Case Ironwood Wealth Management Chandler CFP, ChFC Percentage of assets, Fixed fees
Sara Amparan Deters Wealth Management Gilbert CFP Ongoing planning fee
Shane Farina Box Hill Private Wealth Scottsdale CFP Percentage of assets
Shelby Newell Ironwood Wealth Management Chandler CFP Percentage of assets, Fixed fees
Thomas Curtis Wealth Management Partners Tucson CFP Percentage of assets
Alastair Stansfield Rise Private Wealth Advisors Tucson CFP Percentage of assets, Hourly
Annalise Montgomery Faith Investor Services Scottsdale Not listed Percentage of assets
Carl Mariner ARQ Wealth Advisors Scottsdale CFP, ChFC, CFA Percentage of assets, Fixed fees
Christopher Kuehne Greenwich Advisors Rio Verde CFP Percentage of assets
Cole Leonida John Moore Associates Scottsdale Not listed Percentage of assets, Fixed fees
David Hamra Gordian Advisors Tucson CFP Percentage of assets, Hourly
Denis Smirnov Gordian Advisors Tucson CFP Percentage of assets, Hourly
Gabrielle Fitzwater Dwyer Financial Flagstaff Not listed Percentage of assets, Hourly
Garry Kachkovsky Kachkovsky & Fisher Phoenix CFP Percentage of assets, Hourly
Jeffrey Matchett Robles Gordian Advisors Tucson CFP Percentage of assets, Hourly
Joel Bonnema Bonnema Wealth Management Scottsdale CFP Percentage of assets, Hourly
John Schmidt Faith Investor Services Scottsdale Not listed Percentage of assets
Kevin Howard Faith Investor Services Scottsdale Not listed Percentage of assets
Kristian Fisher Kachkovsky & Fisher Phoenix CFP Percentage of assets, Hourly
Matthew Penkert Pro Tax Mesa CFP Percentage of assets
Rebecca Wagner ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Richard Siegel ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees

Firms headquartered in Arizona (212)

All 212 firms in Arizona