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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
Christopher Hays Chris Hays Wealth Management Phoenix Not listed Percentage of assets, Hourly
Cody Hybiak SEM Wealth Management Tucson Not listed Percentage of assets
Denny Stoddard Bridgeway Wealth Management Queen Creek Not listed Percentage of assets, Hourly
Evan Altuzarra Mariner Financial Group Tucson Not listed Percentage of assets, Fixed fees
Francisco Sirvent Lifestyle Planning Chandler Not listed Ongoing planning fee
Gabriel Sirvent Lifestyle Planning Chandler Not listed Ongoing planning fee
James Stover SEM Wealth Management Tucson Not listed Percentage of assets
Jason Lazarow Lazarow Wealth Management Tucson Not listed Percentage of assets, Hourly
Joel Zerbe Vista Cima Wealth Management Surprise Not listed Percentage of assets, Fixed fees
Joseph Grupp Grupp Financial Chandler Not listed Percentage of assets
Nigel Upton Pinnacle Financial Freedom Scottsdale Not listed Flat fee or retainer
Preston Rhoades Vista Cima Wealth Management Surprise Not listed Percentage of assets, Fixed fees
Richard Gage SEM Wealth Management Tucson Not listed Percentage of assets
Robert Stock Invest Smart USA Scottsdale Not listed Percentage of assets, Fixed fees
Rodney McKinnis MACC IV Group Chandler Not listed Percentage of assets, Fixed fees
Sandie Turley Western Financial Mesa Not listed Percentage of assets
Shannon Chandler SEM Wealth Management Tucson Not listed Percentage of assets
Shawn McKeown Southern Pacific Asset Management Yuma Not listed Percentage of assets
Timothy McCain SEM Wealth Management Tucson Not listed Percentage of assets
Alan Rosenfield Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Dale Boettcher Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Hairold Lopez Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Jarrod Rice Essential Investing Phoenix Not listed Percentage of assets
John Mersek Essential Investing Phoenix Not listed Percentage of assets
Jonathan Elliott Optima Capital Management Tempe Not listed Percentage of assets
Joshua James Essential Investing Phoenix Not listed Percentage of assets
Kenneth Jobson Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Kevin Barton Elevate Financial Scottsdale Not listed Percentage of assets, Hourly
Kurtis Knobbe Bledsoe Asset Management Phoenix Not listed Percentage of assets
Luke Barnes Bledsoe Asset Management Phoenix Not listed Percentage of assets
Mark Eisenhut Harmony Asset Management Cave Creek Not listed Percentage of assets, Hourly
Michael Aloian Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Michael Meixler Meixler Investment Management Show Low Not listed Percentage of assets
Minas Kourouglos 212 Wealth Management Scottsdale Not listed Percentage of assets, Fixed fees
Nathan Stutz Sterling Investment Management Tucson Not listed Percentage of assets
Paul Knobbe Bledsoe Asset Management Phoenix Not listed Percentage of assets
Rula Huber Bledsoe Asset Management Phoenix Not listed Percentage of assets
Shea Ogara Schnieders Capital Management Phoenix Not listed Percentage of assets
Stuart Henley Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Timothy Stein Bledsoe Asset Management Phoenix Not listed Percentage of assets
Valerie Mihailovic Intrinsic Value Partners Peoria Not listed Percentage of assets, Hourly
Victor Tassone API Financial Advisors Gilbert Not listed Percentage of assets, Hourly
Abe Askil Titan Capital Management Scottsdale CFP Percentage of assets, Fixed fees
Alan Norris Norris Wealth Management Phoenix CFP Percentage of assets, Hourly
Alexander Cohen 3roots Wealth Partners Scottsdale CFP Percentage of assets, Hourly
Alexandra Kroot Wedmont Private Capital Phoenix CFP Fixed fees
Andrew Holemon Sage Financial Advisors Scottsdale CFP, PFS Percentage of assets, Hourly
Angus Schaal Tandem Wealth Advisors Phoenix CFP Percentage of assets, Fixed fees
Barrett Geist Ironwood Investment Counsel Scottsdale CFP Percentage of assets
Benjamin Barchilon Versant Capital Management Phoenix CFP Percentage of assets, Hourly

Firms headquartered in Arizona (212)

All 212 firms in Arizona