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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
Cole McClarren Cambridge Financial Group Tucson Not listed Percentage of assets, Fixed fees
Dale Phillips Fortitude Family Office Scottsdale CFA Percentage of assets, Hourly
Daryl Eckman Eckman Wealth Management Phoenix Not listed Percentage of assets, Fixed fees
Edwin Ashton Arete Financial and Legal Solutions Goodyear Not listed Percentage of assets, Hourly
Elizabeth Stroup Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Erin Itkoe Luminescent Wealth Management Phoenix CFP, PFS Percentage of assets, Hourly
Frank Jackson Bledsoe Asset Management Phoenix CFP Percentage of assets
Fred Goodman Verus Capital Partners Chandler Not listed Percentage of assets, Hourly
Garry Bishop ProFocus Phoenix Not listed Percentage of assets, Hourly
Geoffrey Tran Fortitude Family Office Scottsdale PFS Percentage of assets, Hourly
Gregory Bryson Wealth Management Partners Tucson Not listed Percentage of assets
Guillermo Monge Wealth Management Partners Tucson Not listed Percentage of assets
Jadon Dailey Kera Capital Mesa Not listed Percentage of assets, Hourly
Jake Moller TFO Family Office Partners Phoenix CFP Percentage of assets, Hourly
James Schwartz Strategic Wealth Advisors, LLC Scottsdale CFP, RICP, CPA, MBA Percentage of assets, Hourly
Jasmine Miller Kilter Group Peoria Not listed Percentage of assets, Fixed fees
Jeffrey Geiser Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
John Glaudel Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Jordan Naffa Arista Wealth Management Scottsdale ABFP, ADPA, AWMA, CFP Percentage of assets, Hourly
Katelyn Kalomiris JGP Wealth Management Phoenix CFP Percentage of assets, Hourly
Kevin Phillips Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Kristi Thompson Wealth Management Partners Tucson Not listed Percentage of assets
Kristopher Johnson Stone Island Financial Planning Scottsdale CFP Percentage of assets, Hourly
Lauren Mishra Elion Financial LLC Tucson CFP, EA, PhD Fixed fees
Logan Colwell Eckman Wealth Management Phoenix Not listed Percentage of assets, Fixed fees
Marty Block Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Michael Andrews Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Michele McCabe Vestpointe Wealth Management Scottsdale Not listed Percentage of assets
Morgan Brown Wealth Management Partners Tucson Not listed Percentage of assets
Robyn Kreuer Verus Capital Partners Scottsdale Not listed Percentage of assets, Hourly
Rodney Weeks WLTH Capital Management Chandler CFA Percentage of assets, Fixed fees
Ross Patterson Sterling Investment Management Tucson CFP, ChFC Percentage of assets
Sasha Antman Eckman Wealth Management Phoenix Not listed Percentage of assets, Fixed fees
Steven Deangelis Verus Capital Partners Gilbert Not listed Percentage of assets, Hourly
Tanner Bortnem Harmoney Wealth Gilbert CFP Percentage of assets, Fixed fees
Todd Bendell Optima Capital Management Tempe CFP Percentage of assets
Trevor Scheid Luminescent Wealth Management Scottsdale CFP Percentage of assets, Hourly
Arthur Doglione Alpha Fiduciary Wealth Management Phoenix Not listed Percentage of assets, Hourly
Carly Denial ARQ Wealth Advisors Scottsdale, Az 85260 Not listed Percentage of assets, Fixed fees
Corbin Hixson Alpha Squared Capital Scottsdale Not listed Percentage of assets, Hourly
David D'Eredita Rise Private Wealth Advisors Tucson Not listed Percentage of assets, Hourly
Giulia King Align WMGMT Tucson Not listed Percentage of assets, Hourly
Glenn Rossman TrueWealth Financial Partners San Diego Phoenix Not listed Percentage of assets, Fixed fees
Guy Chadwick Third Stanza Group Cave Creek Not listed Percentage of assets
Jake Crosby ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
James Robinson ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jeffrey Hybiak SEM Wealth Management Tucson CFA Percentage of assets
Jerad Rosburg ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
John Haubert Zeches Wealth Management Tucson Not listed Percentage of assets, Hourly
Joseph Gilligan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees

Firms headquartered in Arizona (212)

All 212 firms in Arizona