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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
Kaitlin Krozel Krozel Capital Scottsdale Not listed Percentage of assets, Fixed fees
Michael Hibbs Third Stanza Group Cave Creek Not listed Percentage of assets
Odell Berry Invest Smart USA Scottsdale ChFC Percentage of assets, Fixed fees
Robert Armour Zeches Wealth Management Mesa Not listed Percentage of assets, Hourly
Tracy Riordan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
William Lynn ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
William Newman Newman's Financial Planning Queen Creek Not listed Percentage of assets
Alec Berens Attessa Capital Tucson Not listed Percentage of assets
Alexis Stathis Attessa Capital Tucson Not listed Percentage of assets
Amanda Wray Next Up Wealth Advisors Scottsdale Not listed Percentage of assets, Hourly
Arumayta Arguello Sterling Investment Management Tucson CFA Percentage of assets
Atticus Lavelle Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
Brendan Ganji Red Night Capital Scottsdale Not listed Percentage of assets, Hourly
Brian Laurie Green Peaks Planning Surprise Not listed Percentage of assets, Hourly
Carter Pearl Intrinsic Value Partners Phoenix CFA Percentage of assets, Hourly
Christy Pater Schmitt Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
Daniel Flack Intrinsic Value Partners Phoenix CFA Percentage of assets, Hourly
David Kornberg Attessa Capital Tucson Not listed Percentage of assets
David Walsvick Walsvick Wealth Management Phoenix Not listed Percentage of assets
Derek Sinani Ironwood Wealth Advisors Scottsdale Not listed Percentage of assets
Emily Gall Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
Hunter Davis Galvin, Gaustad & Stein Scottsdale Not listed Percentage of assets, Hourly
Jacob Semansky Red Night Capital Scottsdale Not listed Percentage of assets, Hourly
James Good Attessa Capital Tucson Not listed Percentage of assets
Jared Farnsworth Skymark Advisors Sun City Not listed Percentage of assets, Hourly
John Payne Sterling Investment Management Tucson CFA Percentage of assets
Jordan Galvin Galvin, Gaustad & Stein Scottsdale Not listed Percentage of assets, Hourly
Joseph Arce The Norden Group Scottsdale Not listed Percentage of assets, Fixed fees
Joseph Police Red Night Capital Scottsdale Not listed Percentage of assets, Hourly
Joseph Senczakowicz-Gibo Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
Julia Rogan Attessa Capital Tucson Not listed Percentage of assets
Kevin Lane Lane Brothers Investment Counsel Prescott Not listed Percentage of assets, Fixed fees
Kristin Greenleaf Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
Makayla Allen Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Matthew Brower Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
Matthew Hershey Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Matthew Walker Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
Megan Lane Lane Brothers Investment Counsel Prescott Not listed Percentage of assets, Fixed fees
Michael Robinson Narus Financial Partners Topock Not listed Percentage of assets, Hourly
Nathaniel Jacobs White Pine Financial Queen Creek Not listed Percentage of assets
Paul Escarcega Sensible Money Scottsdale Not listed Percentage of assets, Fixed fees
Remy Solves Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
Richard Spadaro WLTH Capital Management Gilbert Not listed Percentage of assets, Fixed fees
Sam DeGreen DeGreen Private Wealth Scottsdale Not listed Percentage of assets, Fixed fees
Sam Winter Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
Stephen Galvin Galvin, Gaustad & Stein Scottsdale Not listed Percentage of assets, Hourly
Trevor Moore Fortitude Family Office Scottsdale Not listed Percentage of assets, Hourly
William Eberhard Ridgeline Private Wealth Mesa Not listed Ongoing planning fee
William Luhrs Mount Financial Freedom Cave Creek Not listed Flat fee or retainer, Ongoing planning fee
Brandon Klippel Vista Cima Wealth Management Surprise Not listed Percentage of assets, Fixed fees

Firms headquartered in Arizona (212)

All 212 firms in Arizona