# Fee-only financial advisors in Mesa, Arizona > Start with a fee-only advisor in Mesa whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Scott Johnson of DecisionPoint Financial, Matthew Penkert of Pro Tax and Caleb Huftalin of Ridgeline Private Wealth, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/arizona/mesa/ 28 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Mesa? Start with a fee-only advisor in Mesa whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Scott Johnson of DecisionPoint Financial, Matthew Penkert of Pro Tax and Caleb Huftalin of Ridgeline Private Wealth, chosen for their credentials and fees on file. ## How many fee-only advisors in Mesa are there? The Wellspent public graph lists 28 fee-only advisors in Mesa, at 14 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Mesa focus on? The most common focus among fee-only advisors in Mesa is small business owners (6), followed by founders (5) and retirement planning (4). Advisors can list more than one. ## How do fee-only advisors in Mesa charge? The most common fee among fee-only advisors in Mesa is a percentage of assets, used by 89% of the 28 with fees on file. Many use more than one: 61% charge by the hour and 36% charge fixed fees. ## How much do fee-only financial advisors charge in Arizona? Fee-only financial advisors in Arizona charge a median of $4,800 a year for ongoing planning. We found this across the published prices of 18 Arizona firms. ## How many fee-only advisors in Mesa hold the CFP? 46% of the 28 fee-only advisors in Mesa hold the CFP certification, based on the credentials listed on each record. ## Does Arizona tax income on top of federal tax? Yes. Arizona has a state income tax, so a financial plan for a Arizona resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Mesa? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Paulo Lopes](https://find.wellspent.co/advisors/paulo-lopes.md) | Woodmont Financial Partners LLC | Mesa, Arizona | CFP, JD | Subscription, One-time planning fee, Hourly | | [Michael Tarascio](https://find.wellspent.co/advisors/michael-tarascio.md) | Tarascio Financial Planning, LLC | Mesa, Arizona | CFP | Percentage of assets, Fixed fees | | [Scott Johnson](https://find.wellspent.co/advisors/scott-johnson.md) | DecisionPoint Financial | Mesa, Arizona | AIF, CFP, CPFA | Percentage of assets, One-time planning fee | | [Matthew Penkert](https://find.wellspent.co/advisors/matthew-penkert.md) | Pro Tax | Mesa, Arizona | CFP | Percentage of assets | | [Caleb Huftalin](https://find.wellspent.co/advisors/caleb-huftalin.md) | Ridgeline Private Wealth | Mesa, Arizona | CFP | Ongoing planning fee | | [Joshua Gardner](https://find.wellspent.co/advisors/joshua-gardner.md) | Prosper Private Wealth | Mesa, Arizona | CFP | Percentage of assets, Hourly, Performance-based fees | | [Jadon Dailey](https://find.wellspent.co/advisors/jadon-dailey.md) | Kera Capital | Mesa, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Robert Armour](https://find.wellspent.co/advisors/robert-armour.md) | Zeches Wealth Management | Mesa, Arizona | | Percentage of assets, Hourly, Fixed fees | | [William Eberhard](https://find.wellspent.co/advisors/william-eberhard.md) | Ridgeline Private Wealth | Mesa, Arizona | | Ongoing planning fee | | [Sandie Turley](https://find.wellspent.co/advisors/sandie-turley.md) | Western Financial | Mesa, Arizona | | Percentage of assets | | [Curtis Harrison](https://find.wellspent.co/advisors/curtis-harrison.md) | Decisionpoint Financial | Mesa, Arizona | CFP | Percentage of assets, Hourly | | [Jaron Turley](https://find.wellspent.co/advisors/jaron-turley.md) | GBG Wealth Management | Mesa, Arizona | CFP | Percentage of assets, Fixed fees | | [Jessica Briggs](https://find.wellspent.co/advisors/jessica-briggs.md) | Decisionpoint Financial | Mesa, Arizona | CFP | Percentage of assets, Hourly | | [Matthew Daley](https://find.wellspent.co/advisors/matthew-daley.md) | Decisionpoint Financial | Mesa, Arizona | CFP | Percentage of assets, Hourly | | [Richard Fenger](https://find.wellspent.co/advisors/richard-fenger.md) | Fenger Financial | Mesa, Arizona | CFP | Percentage of assets | | [Ryne Macpherson](https://find.wellspent.co/advisors/ryne-macpherson.md) | Decisionpoint Financial | Mesa, Arizona | CFP | Percentage of assets, Hourly | | [Stacy Culotta](https://find.wellspent.co/advisors/stacy-culotta.md) | Freedom Family Office | Mesa, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Brett Adams](https://find.wellspent.co/advisors/brett-adams.md) | Decisionpoint Financial | Mesa, Arizona | | Percentage of assets, Hourly | | [Devin Miller](https://find.wellspent.co/advisors/devin-miller.md) | Decisionpoint Financial | Mesa, Arizona | | Percentage of assets, Hourly | | [Jacob Laws](https://find.wellspent.co/advisors/jacob-laws.md) | Decisionpoint Financial | Mesa, Arizona | | Percentage of assets, Hourly | | [Jessica Wilhite](https://find.wellspent.co/advisors/jessica-wilhite.md) | Decisionpoint Financial | Mesa, Arizona | | Percentage of assets, Hourly | | [Jorgen Goodman](https://find.wellspent.co/advisors/jorgen-goodman.md) | GBG Wealth Management | Mesa, Arizona | | Percentage of assets, Fixed fees | | [Katherine Dow](https://find.wellspent.co/advisors/katherine-dow.md) | Decisionpoint Financial | Mesa, Arizona | | Percentage of assets, Hourly | | [Kortney Bamrick](https://find.wellspent.co/advisors/kortney-bamrick.md) | Decisionpoint Financial | Mesa, Arizona | | Percentage of assets, Hourly | | [Marcos Goodman](https://find.wellspent.co/advisors/marcos-goodman.md) | GBG Wealth Management | Mesa, Arizona | | Percentage of assets, Fixed fees | | [Michael Bosen](https://find.wellspent.co/advisors/michael-bosen.md) | GBG Wealth Management | Mesa, Arizona | | Percentage of assets, Fixed fees | | [Robert Smith](https://find.wellspent.co/advisors/robert-smith-4640693.md) | Integrated Financial Solutions | Mesa, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Roric Griffith](https://find.wellspent.co/advisors/roric-griffith.md) | Integrated Financial Solutions | Mesa, Arizona | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).