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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
Ricky Kelley RD Kelley Financial Group Tucson CFP Flat fee or retainer, Ongoing planning fee
Tristen Sheffler ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
William Lee ARQ Wealth Advisors Scottsdale CFP, CFA Percentage of assets, Fixed fees
Zachary Potter ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Aaron Randak Golden Acre Wealth Management Scottsdale Not listed Percentage of assets, One-time planning fee
Albert Black Dogwood Capital Management Prescott CFP Percentage of assets, Hourly
Amy Shepard Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Caleb Huftalin Ridgeline Private Wealth Mesa CFP Ongoing planning fee
Caley Miller Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Cean Kenefick-Rogers WLTH Capital Management Chandler CFP, CFA Percentage of assets, Fixed fees
Charles Picerni Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Corey Bird Fortitude Family Office Scottsdale CFP Percentage of assets, Hourly
Courtney Mason CMC Advisors Scottsdale CFP Percentage of assets, Hourly
Dana Anspach Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Daniel Langworthy Fortress Financial Group Scottsdale Not listed Percentage of assets
Edward Heintz Heintz Wealth Management Scottsdale CFP Percentage of assets, Hourly
Eric Stein Galvin, Gaustad & Stein Scottsdale CFP Percentage of assets, Hourly
Jessica Pariser Galvin, Gaustad & Stein Scottsdale CFP Percentage of assets, Hourly
Joshua Gardner Prosper Private Wealth Mesa CFP Percentage of assets, Hourly
Kathleen Mealey Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Kyle Erickson Elevate Investment Management Scottsdale CFA Percentage of assets
Matthew Harrison Attessa Capital Tucson CFP, CFA Percentage of assets
Matthew Lucas Fortitude Family Office Scottsdale CFP Percentage of assets, Hourly
Matthew Miller Elevate Investment Management Scottsdale CFA Percentage of assets
Peter Shannon eBIS Phoenix CFP, CFA Percentage of assets, Hourly
Randy Siegel Aletheian Wealth Advisors Prescott CFP Percentage of assets, Fixed fees
Robert Kerns Kerns Legacy Planning Phoenix CFP Percentage of assets, One-time planning fee
Stephanie Schultz Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Tabitha Daly Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Taylor Thompson Putting the clients goals and objectives first and foremost. Thompson Family Office Gilbert Not listed Percentage of assets, Subscription
Adam Skousen Harvard Avenue Gilbert Not listed Percentage of assets
Brandon Montoya Montoya Wealth Management Prescott Not listed Percentage of assets, Hourly
David Shelton Harvard Avenue Gilbert Not listed Percentage of assets
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees
Jered Skousen Harvard Avenue Gilbert Not listed Percentage of assets
Karmi Gutman Lifestyle Planning Chandler CFP Ongoing planning fee
Matthew Benson Sonmore Financial Chandler CFP Percentage of assets, Fixed fees
Robert Wojcik W Wealth Advisors Gilbert Not listed Percentage of assets, Hourly
Alan Anderson Yavapai Financial Planning Prescott CFP Percentage of assets, Hourly
Albert Brown Wealth Management Partners Tucson Not listed Percentage of assets
Alexander Marek Ironwood Wealth Management Chandler Not listed Percentage of assets, Fixed fees
Alexander Telidis Innovative Financial Solutions Chandler CFP Percentage of assets, Ongoing planning fee
Ananda Das Life Strategy Partners Tucson CFP, AEP, RICP, RSSA Percentage of assets, Hourly
Beau Kemp Switchpoint Financial Planning LLC Chandler CFP Percentage of assets, Hourly
Blake Welch Arete Financial and Legal Solutions Goodyear Not listed Percentage of assets, Hourly
Bonnie Courtney Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Bret Hoffman Green Peaks Planning Surprise ChFC Percentage of assets, Hourly
Brian Wruk Transition Financial Advisors Group, Inc. Gilbert CFP, MBA Percentage of assets, Hourly
Charles Rossi Intelligent Capitalworks Scottsdale AEP, AIF, CAP, CFA Percentage of assets, Hourly
Christopher Campisano Attessa Capital Tucson CFA Percentage of assets

Firms headquartered in Arizona (212)

All 212 firms in Arizona