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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
Brian Jackson Ironwood Investment Counsel Scottsdale CFP, CFA Percentage of assets
Brian Springsteel Springsteel Investment Advisors Phoenix CFP, PFS Percentage of assets, Hourly
Brian Voelker The Table Financial Planning Fountain Hills CFP Percentage of assets, Hourly
Bryant Andrus SBC Investment Management Scottsdale CFP Percentage of assets, Fixed fees
Cortney Giles Archstone Wealth Advisors Chandler CFP Percentage of assets, Hourly
Curtis Harrison Decisionpoint Financial Mesa CFP Percentage of assets, Hourly
Dale Shafer Life Moves Wealth Management Scottsdale CFP Percentage of assets, Hourly
Daniel Thompson Zenith Wealth Advisors Scottsdale CFP Percentage of assets, Hourly
Daniela Jones Intrinsic Wealth Counsel Tempe CFP, CFA Percentage of assets, Hourly
David Wall Wall Capital Group Phoenix CFP Percentage of assets, Fixed fees
Diane Ouellette Gold Canyon Financial Planning Gold Canyon CFP Percentage of assets
Doralee Meyer Merino Wealth Management Tempe CFP Percentage of assets, Hourly
Dorine Sanchez Redw Wealth Phoenix CFP Percentage of assets, Hourly
Elizabeth Shabaker Versant Capital Management Phoenix CFP Percentage of assets, Hourly
Evan Sweeney Ironwood Investment Counsel Scottsdale CFP Percentage of assets
Gary Luna Dynamic Wealth Advisors Surprise CFP Percentage of assets, Hourly
Giancarlo Mateus Ironwood Investment Counsel Scottsdale CFP Percentage of assets
Guilford Nergard Nergard Wealth Management Phoenix CFP Percentage of assets, Hourly
James Karberg Redw Wealth Phoenix CFP Percentage of assets, Hourly
Janet Bryan Sustainable Advisors Alliance Phoenix CFP Percentage of assets, Hourly
Jaron Turley GBG Wealth Management Mesa CFP Percentage of assets, Fixed fees
Jessica Briggs Decisionpoint Financial Mesa CFP Percentage of assets, Hourly
John Bagley Strategic Wealth Advisors Scottsdale CFP Percentage of assets, Hourly
John Davis NRG Wealth Management Oro Valley CFP Percentage of assets, Hourly
John Pfaffmann Petra Financial Advisors Tempe CFP Percentage of assets, Hourly
Jonel Tomines CMG Financial Consulting Scottsdale CFP Percentage of assets, Hourly
Joseph McInerney Wisdom Wealth Investment Advisors Phoenix CFP Percentage of assets, Hourly
Justin Smiley Versant Capital Management Phoenix CFP Percentage of assets, Hourly
Kelly Christensen Sage Financial Advisors Scottsdale CFP Percentage of assets, Hourly
Kenneth Chavis Versant Capital Management Phoenix CFP Percentage of assets, Hourly
Marie Gooch Margo Financial Tucson CFP Percentage of assets, Fixed fees
Matthew Carter Ironwood Investment Counsel Scottsdale CFP, CFA Percentage of assets
Matthew Daley Decisionpoint Financial Mesa CFP Percentage of assets, Hourly
Matthew Kelly Ironwood Investment Counsel Scottsdale CFP, CFA Percentage of assets
Matthew Masin Strategic Wealth Advisors Scottsdale CFP Percentage of assets, Hourly
Matthew Sullivan Financial Planning First Tuscon CFP Percentage of assets, Hourly
Michael Lossing Ironwood Investment Counsel Scottsdale CFP Percentage of assets
Michelle Morris Brio Financial Planning Prescott CFP Fixed fees
Michelle Patel Patel Wealth Strategies Chandler CFP Percentage of assets, Fixed fees
Mitchell Marenus Transition Financial Advisors Group Gilbert CFP, CFA Percentage of assets, Hourly
Reese Hinton Madrid Wealth Management Scottsdale CFP Percentage of assets, Hourly
Richard Fenger Fenger Financial Mesa CFP Percentage of assets
Robert Burger Disciplined Money Phoenix CFP Hourly
Ryan Graham Wedmont Private Capital Oro Valley CFP, CFA Fixed fees
Ryne Macpherson Decisionpoint Financial Mesa CFP Percentage of assets, Hourly
Samuel Harrison Family Investment Center Gilbert CFP Percentage of assets, Hourly
Samuel Hawtree Hawtree Advisory Group Tucson CFP Percentage of assets, Hourly
Scott Cadieux Echelon Private Wealth Scottsdale CFP Percentage of assets, Hourly
Scott Nelson Sensible Investment Strategies Phoenix CFP Percentage of assets, Hourly
Stacy Culotta Freedom Family Office Mesa CFP Percentage of assets, Hourly

Firms headquartered in Arizona (212)

All 212 firms in Arizona