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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
Stefanie Morgan NRG Wealth Management Oro Valley CFP Percentage of assets, Hourly
Stephen Paluga Watch Guard Capital Scottsdale CFP Percentage of assets, Hourly
Thomas Connelly Versant Capital Management Phoenix CFP, CFA Percentage of assets, Hourly
Vincent Rossi Intelligent Capitalworks Scottsdale CFP Percentage of assets, Hourly
Wendy Britton Adair Wealth Management Yuma CFP Percentage of assets, Hourly
William Holliday AIO Financial Tucson CFP Percentage of assets, Hourly
Alex Van Iderstine Laffer Tengler Investments Scottsdale CFA Percentage of assets, Hourly
Alexander Cudzewicz Oak Brook Asset Management Scottsdale PFS Percentage of assets, Hourly
Amy Bush Tandem Wealth Advisors Phoenix CFA Percentage of assets, Fixed fees
Austin Filiere Laffer Tengler Investments Scottsdale CFA Percentage of assets, Hourly
Blake Bottle Wisdom Wealth Investment Advisors Phoenix ChFC Percentage of assets, Hourly
Brooks Larson Wealth Planning Advisors Oracle ChFC Percentage of assets, Fixed fees
Bruce Williams Ironwood Investment Counsel Scottsdale CFA Percentage of assets
Charles Hirlinger Covenant Financial Advisors Phoenix PFS Percentage of assets, Hourly
James Garber Process Design Capital Management Phoenix CFA Percentage of assets, Fixed fees
Jason Crane Capital West Partners Tucson CFA Percentage of assets, Hourly
Jennifer Rossi Intelligent Capitalworks Scottsdale ChFC Percentage of assets, Hourly
John Ellison Ironwood Investment Counsel Scottsdale CFA Percentage of assets
Keith Gregor Fjell Capital Phoenix CFA Percentage of assets, Hourly
Kenneth Council CPA Advisory Services Scottsdale PFS Percentage of assets, Hourly
Kirke Meeks Meeks Wealth Management Scottsdale CFA Percentage of assets
Lauren West Laffer Tengler Investments Scottsdale CFA Percentage of assets, Hourly
Laurie Bagley Strategic Wealth Advisors Scottsdale CFA Percentage of assets, Hourly
Monique Pressley Intelligent Capitalworks Scottsdale ChFC Percentage of assets, Hourly
Richard Antonio Ironwood Investment Counsel Scottsdale CFA Percentage of assets
Robert Kahl Sabino Investment Management Tucson CFA Percentage of assets, Hourly
Timothy Schott Aton Advisors Marana PFS Percentage of assets, Hourly
Todd Downing Financial Counsel Surprise ChFC Percentage of assets, Hourly
Vearle Jones VM Jones Financial Consulting Gilbert PFS Percentage of assets, Hourly
Adam McCarty GR Financial Group Tucson Not listed Percentage of assets, Fixed fees
Adam Oliver Stone Island Financial Planning Scottsdale Not listed Percentage of assets, Hourly
Aldo Lozano Mulholland Wealth Advisors Scottsdale Not listed Percentage of assets
Alisha Stocker Wall Capital Group Phoenix Not listed Percentage of assets, Fixed fees
Ana Olaya Uncaged Impact Scottsdale Not listed Percentage of assets, Hourly
Anil Potharaju Savevest Tucson Not listed Percentage of assets, Hourly
Anthony Caba Transition Financial Advisors Group Gilbert Not listed Percentage of assets, Hourly
Benjamin Genzman GR Financial Group Tucson Not listed Percentage of assets, Fixed fees
Benjamin Goldberg Enlightened Advisors Wealth Management Tucson Not listed Percentage of assets, Fixed fees
Brandon Scott 3roots Wealth Partners Scottsdale Not listed Percentage of assets, Hourly
Brandon Yee Versant Capital Management Phoenix Not listed Percentage of assets, Hourly
Brett Adams Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
Byron Anderson Laffer Tengler Investments Scottsdale Not listed Percentage of assets, Hourly
Calum Bashford Xcelsior Advisor Partners Scottsdale Not listed Percentage of assets, Hourly
Catherine Lafee Laffer Tengler Investments Sottsdale Not listed Percentage of assets, Hourly
Christopher Della Valle C2C Wealth Management Scottsdale Not listed Percentage of assets
Cody Zindler Studioi Phoenix Not listed Percentage of assets, Hourly
Colin Denker Tandem Wealth Advisors Phoenix Not listed Percentage of assets, Fixed fees
Daniel Mora Ironwood Investment Counsel Scottsdale Not listed Percentage of assets
Darren Whitehurst Windsor Capital Management Phoenix Not listed Percentage of assets, Hourly
Devin Miller Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly

Firms headquartered in Arizona (212)

All 212 firms in Arizona