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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
Donald Laughlin Wiser Advisor Group Phoenix Not listed Percentage of assets, Fixed fees
Donald Peppler Windsor Capital Management Phoenix Not listed Percentage of assets, Hourly
Douglas Johnson Rockford Asset Management Anthem Not listed Percentage of assets
Dylan Huff Finest Edge Financial Scottsdale Not listed Percentage of assets, Fixed fees
Elizabeth Ottersberg Process Design Capital Management Phoenix Not listed Percentage of assets, Fixed fees
Erin O'Shea 17 Capital Partners Phoenix Not listed Percentage of assets, Fixed fees
Frederick Petrino Windsor Capital Management Phoenix Not listed Percentage of assets, Hourly
Frederick Schubert Stonewall Equities Paradise Valley Not listed Percentage of assets, Hourly
Gage Boegli Stableford Capital Scotsdale Not listed Percentage of assets, Hourly
Gary Imus Financial Planning First Tuscon Not listed Percentage of assets, Hourly
Gavin Grabowski Laffer Tengler Investments Scottsdale Not listed Percentage of assets, Hourly
George Hostal Canon Asset Management Advisory Paradise Valley Not listed Percentage of assets, Hourly
Grant Hadden Dynamic Wealth Advisors Surprise Not listed Percentage of assets, Hourly
Grant Kamin Dynic Wealth Management Phoenix Not listed Percentage of assets
Hayden Ess Iridescent Capital Management Phoenix Not listed Percentage of assets, Hourly
Ian Kothe-Flescher 1823 Wealth Management Phoenix Not listed Percentage of assets
Irvin Brewer New Life Financial Prescott Valley Not listed Percentage of assets, Hourly
Jackson Peppler Windsor Capital Management Phoenix Not listed Percentage of assets, Hourly
Jacob Hall 3roots Wealth Partners Scottsdale Not listed Percentage of assets, Hourly
Jacob Laws Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
James Chandler Xcelsior Advisor Partners Scottsdale Not listed Percentage of assets, Hourly
James Hannley JIM Hannley Tucson Not listed Percentage of assets, Hourly
James Meyers Laffer Tengler Investments Scottsdale Not listed Percentage of assets, Hourly
James Patterson Stableford Capital Scottsdale Not listed Percentage of assets, Hourly
James Stocker Wall Capital Group Phoenix Not listed Percentage of assets, Fixed fees
Jamie Gonzales GR Financial Group Tucson Not listed Percentage of assets, Fixed fees
Jane Murphy Tandem Wealth Advisors Phoenix Not listed Percentage of assets, Fixed fees
Jason Ruther Capital West Partners Tucson Not listed Percentage of assets, Hourly
Jeffrey Berk Purple Mountain Investment Advisors Scottsdale Not listed Percentage of assets, Hourly
Jeffrey Brandeen Fiduciary Architects Gold Canyon Not listed Percentage of assets, Hourly
Jenna Biancavilla 17 Capital Partners Phoenix Not listed Percentage of assets, Fixed fees
Jessica Coleman Ironwood Investment Counsel Scottsdale Not listed Percentage of assets
Jessica Kmetty Searcy Financial Services Phoeniz Not listed Percentage of assets, Hourly
Jessica Wilhite Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
Joel Beyer 21:5 Advisors Peoria Not listed Percentage of assets, Hourly
Johnny Burris Burris Wealth Management Surprise Not listed Percentage of assets, Hourly
Jon Lindquist Linx Equities Scottsdale Not listed Percentage of assets, Hourly
Jorgen Goodman GBG Wealth Management Mesa Not listed Percentage of assets, Fixed fees
Juan Pantoja Financial Planning First Tuscon Not listed Percentage of assets, Hourly
Justin Krznarich Thunderbird Wealth Management Buckeye Not listed Percentage of assets
Katherine Dow Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
Kenneth Pogson Pogson & Matt Wealth Management Group Phoenix Not listed Percentage of assets, Hourly
Kevin Haggerty Evolution Vision Wealth Management Phoenix Not listed Percentage of assets
Kimberly Hogue New Life Financial Prescott Valley Not listed Percentage of assets, Hourly
Kortney Bamrick Decisionpoint Financial Mesa Not listed Percentage of assets, Hourly
Landon Marsh Scott Marsh Financial Peoria Not listed Percentage of assets, Fixed fees
Leonard Anderson LHA Capital Partners Scottsdale Not listed Percentage of assets
Les Nesmith CPA Advisory Services Scottsdale Not listed Percentage of assets, Hourly
Luis Sanchez AIO Financial Tucson Not listed Percentage of assets, Hourly
Lynsey Richter GR Financial Group Tucson Not listed Percentage of assets, Fixed fees

Firms headquartered in Arizona (212)

All 212 firms in Arizona