Fee-only financial advisors in Mesa, Arizona
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Scott Johnson DecisionPoint Financial Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Matthew Penkert Pro Tax Holds the CFP. Fees on file: percentage of assets.
- Caleb Huftalin Ridgeline Private Wealth Holds the CFP. Fees on file: ongoing planning fee.
- Paulo Lopes Woodmont Financial Partners LLC Holds the CFP. Fees on file: subscription, one-time planning fee.
- Joshua Gardner Prosper Private Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
- Jaron Turley GBG Wealth Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 28
- Firms
- 14
- Hold the CFP
- 46%
- How they charge (of 28 with fees on file): percentage of assets 89% · hourly 61% · fixed fees 36% · one-time 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
Find an advisor in Mesa by what you need
Find an advisor in Arizona by fee, assets, or credential
Questions about fee-only advisors in Mesa
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.
All 28 advisors in Mesa
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Paulo Lopes Hourly or flat-fee, tax-aware planning for DIY investors, high earners and business owners who want a second set of eyes. | Woodmont Financial Partners LLC | Mesa | CFP, JD | Subscription, One-time planning fee |
| Michael Tarascio | Tarascio Financial Planning, LLC | Mesa | CFP | Percentage of assets, Fixed fees |
| Scott Johnson | DecisionPoint Financial | Mesa | AIF, CFP, CPFA | Percentage of assets, One-time planning fee |
| Matthew Penkert | Pro Tax | Mesa | CFP | Percentage of assets |
| Caleb Huftalin | Ridgeline Private Wealth | Mesa | CFP | Ongoing planning fee |
| Joshua Gardner | Prosper Private Wealth | Mesa | CFP | Percentage of assets, Hourly |
| Jadon Dailey | Kera Capital | Mesa | Not listed | Percentage of assets, Hourly |
| Robert Armour | Zeches Wealth Management | Mesa | Not listed | Percentage of assets, Hourly |
| William Eberhard | Ridgeline Private Wealth | Mesa | Not listed | Ongoing planning fee |
| Sandie Turley | Western Financial | Mesa | Not listed | Percentage of assets |
| Curtis Harrison | Decisionpoint Financial | Mesa | 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 |
| Matthew Daley | Decisionpoint Financial | Mesa | CFP | Percentage of assets, Hourly |
| Richard Fenger | Fenger Financial | Mesa | CFP | Percentage of assets |
| Ryne Macpherson | Decisionpoint Financial | Mesa | CFP | Percentage of assets, Hourly |
| Stacy Culotta | Freedom Family Office | Mesa | CFP | Percentage of assets, Hourly |
| Brett Adams | Decisionpoint Financial | Mesa | Not listed | Percentage of assets, Hourly |
| Devin Miller | Decisionpoint Financial | Mesa | Not listed | Percentage of assets, Hourly |
| Jacob Laws | Decisionpoint Financial | Mesa | Not listed | Percentage of assets, Hourly |
| Jessica Wilhite | Decisionpoint Financial | Mesa | Not listed | Percentage of assets, Hourly |
| Jorgen Goodman | GBG Wealth Management | Mesa | Not listed | Percentage of assets, Fixed fees |
| Katherine Dow | Decisionpoint Financial | Mesa | Not listed | Percentage of assets, Hourly |
| Kortney Bamrick | Decisionpoint Financial | Mesa | Not listed | Percentage of assets, Hourly |
| Marcos Goodman | GBG Wealth Management | Mesa | Not listed | Percentage of assets, Fixed fees |
| Michael Bosen | GBG Wealth Management | Mesa | Not listed | Percentage of assets, Fixed fees |
| Robert Smith | Integrated Financial Solutions | Mesa | Not listed | Percentage of assets, Hourly |
| Roric Griffith | Integrated Financial Solutions | Mesa | Not listed | Percentage of assets, Hourly |
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