# Fee-only financial advisors in Phoenix, Arizona > Start with a fee-only advisor in Phoenix whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joel Cundick of Savant Wealth Management, Prudence Zhu of Enso Financial and Jacob Molina of Styra Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/arizona/phoenix/ 99 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 Phoenix? Start with a fee-only advisor in Phoenix whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joel Cundick of Savant Wealth Management, Prudence Zhu of Enso Financial and Jacob Molina of Styra Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Phoenix are there? The Wellspent public graph lists 99 fee-only advisors in Phoenix, at 58 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Phoenix focus on? The most common focus among fee-only advisors in Phoenix is retirement planning (26), followed by tax planning (23) and estate planning (21). Advisors can list more than one. ## How do fee-only advisors in Phoenix charge? The most common fee among fee-only advisors in Phoenix is a percentage of assets, used by 94% of the 99 with fees on file. Many use more than one: 56% charge fixed fees and 48% charge by the hour. ## How much do fee-only financial advisors charge in Phoenix? Fee-only financial advisors in Phoenix charge a median of $4,650 a year for ongoing planning. We found this across the published prices of 8 Phoenix firms. ## How much does a one-time financial plan cost in Phoenix? A one-time financial plan from a fee-only firm in Phoenix has a median price of $1,250. We found this across the published prices of 6 Phoenix firms. ## How many fee-only advisors in Phoenix hold the CFP? 45% of the 99 fee-only advisors in Phoenix 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 Phoenix? 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 | |---|---|---|---|---| | [Alejandro Haas](https://find.wellspent.co/advisors/alejandro-haas.md) | Copper Square Private Wealth, LLC | Phoenix, Arizona | CFP, CIMA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Francisco Ayala](https://find.wellspent.co/advisors/francisco-ayala.md) | The Coleridge Group | Phoenix, Arizona | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Prudence Zhu](https://find.wellspent.co/advisors/prudence-zhu.md) | Enso Financial | Phoenix, Arizona | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly | | [George Kao](https://find.wellspent.co/advisors/george-kao.md) | Reach One Teach One Financial | Phoenix, Arizona | CFP, ChFC, CKA, CRPC, MBA | Percentage of assets, Hourly, Flat fee or retainer | | [Jacob Molina](https://find.wellspent.co/advisors/jacob-molina.md) | Styra Wealth Management | Phoenix, Arizona | CFP, CPA | Percentage of assets, Ongoing planning fee | | [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer | | [Raman Singh](https://find.wellspent.co/advisors/raman-singh.md) | Singh PWM | Phoenix, Arizona | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets | | [Cole Brooks](https://find.wellspent.co/advisors/cole-brooks.md) | CRB Strategic Services LLC | Phoenix, Arizona | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Andrew Gerhartz](https://find.wellspent.co/advisors/andrew-gerhartz.md) | Bridge The Gap Retirement Planners LLC | Phoenix, Arizona | CFP, MSPFP, MSFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Bob Burger](https://find.wellspent.co/advisors/bob-burger.md) | Disciplined Money | Phoenix, Arizona | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Bryan Curry](https://find.wellspent.co/advisors/bryan-curry.md) | Bridge The Gap Retirement Planners LLC | Phoenix, Arizona | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Dan VanDusen](https://find.wellspent.co/advisors/dan-vandusen.md) | Objective Wealth | Phoenix, Arizona | CFP, MBA | Percentage of assets | | [Ben Poulos](https://find.wellspent.co/advisors/ben-poulos.md) | B&E Financial Services | Phoenix, Arizona | CFP, CRPC | Percentage of assets, Hourly, Fixed fees | | [Shehara Wooten](https://find.wellspent.co/advisors/shehara-wooten.md) | Your Story Financial, LLC | Phoenix, Arizona | CFP | One-time planning fee | | [Brian Rellihan](https://find.wellspent.co/advisors/brian-rellihan.md) | Wise Wealth Partners | Phoenix, Arizona | CFP | Percentage of assets | | [Jonathan Bird](https://find.wellspent.co/advisors/jonathan-bird.md) | Farnam Financial | Phoenix, Arizona | CFP | Percentage of assets | | [Michael Furois](https://find.wellspent.co/advisors/michael-furois.md) | The Planning Associates | Phoenix, Arizona | CFP | Percentage of assets, Hourly, One-time planning fee | | [Michael Phillips](https://find.wellspent.co/advisors/michael-phillips.md) | Verus Capital Partners | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Smith](https://find.wellspent.co/advisors/michael-smith-1189477.md) | ProFocus | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Garry Kachkovsky](https://find.wellspent.co/advisors/garry-kachkovsky.md) | Kachkovsky & Fisher | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristian Fisher](https://find.wellspent.co/advisors/kristian-fisher.md) | Kachkovsky & Fisher | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Shannon](https://find.wellspent.co/advisors/peter-shannon.md) | eBIS | Phoenix, Arizona | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Kerns](https://find.wellspent.co/advisors/robert-kerns.md) | Kerns Legacy Planning | Phoenix, Arizona | CFP | Percentage of assets, One-time planning fee | | [Daryl Eckman](https://find.wellspent.co/advisors/daryl-eckman.md) | Eckman Wealth Management | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Erin Itkoe](https://find.wellspent.co/advisors/erin-itkoe.md) | Luminescent Wealth Management | Phoenix, Arizona | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Frank Jackson](https://find.wellspent.co/advisors/frank-jackson.md) | Bledsoe Asset Management | Phoenix, Arizona | CFP | Percentage of assets | | [Garry Bishop](https://find.wellspent.co/advisors/garry-bishop.md) | ProFocus | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Jake Moller](https://find.wellspent.co/advisors/jake-moller.md) | TFO Family Office Partners | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Katelyn Kalomiris](https://find.wellspent.co/advisors/katelyn-kalomiris.md) | JGP Wealth Management | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Logan Colwell](https://find.wellspent.co/advisors/logan-colwell.md) | Eckman Wealth Management | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Sasha Antman](https://find.wellspent.co/advisors/sasha-antman.md) | Eckman Wealth Management | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Arthur Doglione](https://find.wellspent.co/advisors/arthur-doglione.md) | Alpha Fiduciary Wealth Management | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Glenn Rossman](https://find.wellspent.co/advisors/glenn-rossman.md) | TrueWealth Financial Partners San Diego | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Carter Pearl](https://find.wellspent.co/advisors/carter-pearl.md) | Intrinsic Value Partners | Phoenix, Arizona | CFA | Percentage of assets, Hourly | | [Daniel Flack](https://find.wellspent.co/advisors/daniel-flack.md) | Intrinsic Value Partners | Phoenix, Arizona | CFA | Percentage of assets, Hourly | | [David Walsvick](https://find.wellspent.co/advisors/david-walsvick.md) | Walsvick Wealth Management | Phoenix, Arizona | | Percentage of assets | | [Christopher Hays](https://find.wellspent.co/advisors/christopher-hays.md) | Chris Hays Wealth Management | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Jarrod Rice](https://find.wellspent.co/advisors/jarrod-rice.md) | Essential Investing | Phoenix, Arizona | | Percentage of assets | | [John Mersek](https://find.wellspent.co/advisors/john-mersek.md) | Essential Investing | Phoenix, Arizona | | Percentage of assets | | [Joshua James](https://find.wellspent.co/advisors/joshua-james.md) | Essential Investing | Phoenix, Arizona | | Percentage of assets | | [Kurtis Knobbe](https://find.wellspent.co/advisors/kurtis-knobbe.md) | Bledsoe Asset Management | Phoenix, Arizona | | Percentage of assets | | [Luke Barnes](https://find.wellspent.co/advisors/luke-barnes.md) | Bledsoe Asset Management | Phoenix, Arizona | | Percentage of assets | | [Paul Knobbe](https://find.wellspent.co/advisors/paul-knobbe.md) | Bledsoe Asset Management | Phoenix, Arizona | | Percentage of assets | | [Rula Huber](https://find.wellspent.co/advisors/rula-huber.md) | Bledsoe Asset Management | Phoenix, Arizona | | Percentage of assets | | [Shea Ogara](https://find.wellspent.co/advisors/shea-ogara.md) | Schnieders Capital Management | Phoenix, Arizona | | Percentage of assets | | [Timothy Stein](https://find.wellspent.co/advisors/timothy-stein.md) | Bledsoe Asset Management | Phoenix, Arizona | | Percentage of assets | | [Alan Norris](https://find.wellspent.co/advisors/alan-norris.md) | Norris Wealth Management | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Alexandra Kroot](https://find.wellspent.co/advisors/alexandra-kroot.md) | Wedmont Private Capital | Phoenix, Arizona | CFP | Fixed fees | | [Angus Schaal](https://find.wellspent.co/advisors/angus-schaal.md) | Tandem Wealth Advisors | Phoenix, Arizona | CFP | Percentage of assets, Fixed fees | | [Benjamin Barchilon](https://find.wellspent.co/advisors/benjamin-barchilon.md) | Versant Capital Management | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Springsteel](https://find.wellspent.co/advisors/brian-springsteel.md) | Springsteel Investment Advisors | Phoenix, Arizona | CFP, PFS | Percentage of assets, Hourly | | [David Wall](https://find.wellspent.co/advisors/david-wall.md) | Wall Capital Group | Phoenix, Arizona | CFP | Percentage of assets, Fixed fees | | [Dorine Sanchez](https://find.wellspent.co/advisors/dorine-sanchez.md) | Redw Wealth | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Shabaker](https://find.wellspent.co/advisors/elizabeth-shabaker.md) | Versant Capital Management | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Guilford Nergard](https://find.wellspent.co/advisors/guilford-nergard.md) | Nergard Wealth Management | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [James Karberg](https://find.wellspent.co/advisors/james-karberg.md) | Redw Wealth | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Janet Bryan](https://find.wellspent.co/advisors/janet-bryan.md) | Sustainable Advisors Alliance | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph McInerney](https://find.wellspent.co/advisors/joseph-mcinerney.md) | Wisdom Wealth Investment Advisors | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Smiley](https://find.wellspent.co/advisors/justin-smiley.md) | Versant Capital Management | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Kenneth Chavis](https://find.wellspent.co/advisors/kenneth-chavis.md) | Versant Capital Management | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Burger](https://find.wellspent.co/advisors/robert-burger.md) | Disciplined Money | Phoenix, Arizona | CFP | Hourly | | [Scott Nelson](https://find.wellspent.co/advisors/scott-nelson.md) | Sensible Investment Strategies | Phoenix, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Connelly](https://find.wellspent.co/advisors/thomas-connelly.md) | Versant Capital Management | Phoenix, Arizona | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Amy Bush](https://find.wellspent.co/advisors/amy-bush.md) | Tandem Wealth Advisors | Phoenix, Arizona | CFA | Percentage of assets, Fixed fees | | [Blake Bottle](https://find.wellspent.co/advisors/blake-bottle.md) | Wisdom Wealth Investment Advisors | Phoenix, Arizona | ChFC | Percentage of assets, Hourly, Fixed fees | | [Charles Hirlinger](https://find.wellspent.co/advisors/charles-hirlinger.md) | Covenant Financial Advisors | Phoenix, Arizona | PFS | Percentage of assets, Hourly | | [James Garber](https://find.wellspent.co/advisors/james-garber.md) | Process Design Capital Management | Phoenix, Arizona | CFA | Percentage of assets, Fixed fees | | [Keith Gregor](https://find.wellspent.co/advisors/keith-gregor.md) | Fjell Capital | Phoenix, Arizona | CFA | Percentage of assets, Hourly, Fixed fees | | [Alisha Stocker](https://find.wellspent.co/advisors/alisha-stocker.md) | Wall Capital Group | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Brandon Yee](https://find.wellspent.co/advisors/brandon-yee.md) | Versant Capital Management | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Cody Zindler](https://find.wellspent.co/advisors/cody-zindler.md) | Studioi | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Colin Denker](https://find.wellspent.co/advisors/colin-denker.md) | Tandem Wealth Advisors | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Darren Whitehurst](https://find.wellspent.co/advisors/darren-whitehurst.md) | Windsor Capital Management | Phoenix, Arizona | | Percentage of assets, Hourly | | [Donald Laughlin](https://find.wellspent.co/advisors/donald-laughlin.md) | Wiser Advisor Group | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Donald Peppler](https://find.wellspent.co/advisors/donald-peppler.md) | Windsor Capital Management | Phoenix, Arizona | | Percentage of assets, Hourly | | [Elizabeth Ottersberg](https://find.wellspent.co/advisors/elizabeth-ottersberg.md) | Process Design Capital Management | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Erin O'Shea](https://find.wellspent.co/advisors/erin-o-shea.md) | 17 Capital Partners | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Frederick Petrino](https://find.wellspent.co/advisors/frederick-petrino.md) | Windsor Capital Management | Phoenix, Arizona | | Percentage of assets, Hourly | | [Grant Kamin](https://find.wellspent.co/advisors/grant-kamin.md) | Dynic Wealth Management | Phoenix, Arizona | | Percentage of assets | | [Hayden Ess](https://find.wellspent.co/advisors/hayden-ess.md) | Iridescent Capital Management | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Ian Kothe-Flescher](https://find.wellspent.co/advisors/ian-kothe-flescher.md) | 1823 Wealth Management | Phoenix, Arizona | | Percentage of assets | | [Jackson Peppler](https://find.wellspent.co/advisors/jackson-peppler.md) | Windsor Capital Management | Phoenix, Arizona | | Percentage of assets, Hourly | | [James Stocker](https://find.wellspent.co/advisors/james-stocker.md) | Wall Capital Group | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Jane Murphy](https://find.wellspent.co/advisors/jane-murphy.md) | Tandem Wealth Advisors | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Jenna Biancavilla](https://find.wellspent.co/advisors/jenna-biancavilla.md) | 17 Capital Partners | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Kenneth Pogson](https://find.wellspent.co/advisors/kenneth-pogson.md) | Pogson & Matt Wealth Management Group | Phoenix, Arizona | | Percentage of assets, Hourly | | [Kevin Haggerty](https://find.wellspent.co/advisors/kevin-haggerty.md) | Evolution Vision Wealth Management | Phoenix, Arizona | | Percentage of assets | | [Mark Trumble](https://find.wellspent.co/advisors/mark-trumble.md) | Process Design Capital Management | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Meghan Mulligan](https://find.wellspent.co/advisors/meghan-mulligan.md) | Tandem Wealth Advisors | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Nicholas Hayes](https://find.wellspent.co/advisors/nicholas-hayes.md) | Versant Capital Management | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Quinlan Popham](https://find.wellspent.co/advisors/quinlan-popham.md) | Continuum Advisory | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Robert Cohen](https://find.wellspent.co/advisors/robert-cohen.md) | Tandem Wealth Advisors | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Ronald Gregg](https://find.wellspent.co/advisors/ronald-gregg.md) | Pogson & Matt Wealth Management Group | Phoenix, Arizona | | Percentage of assets, Hourly | | [Sean Balog](https://find.wellspent.co/advisors/sean-balog.md) | Process Design Capital Management | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Seth Sas](https://find.wellspent.co/advisors/seth-sas.md) | Redw Wealth | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Shyla Bassey](https://find.wellspent.co/advisors/shyla-bassey.md) | 17 Capital Partners | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [Teresa Milner](https://find.wellspent.co/advisors/teresa-milner.md) | 17 Capital Partners | Phoenix, Arizona | | Percentage of assets, Fixed fees | | [William Mullenmeister](https://find.wellspent.co/advisors/william-mullenmeister.md) | Pogson & Matt Wealth Management Group | Phoenix, Arizona | | Percentage of assets, Hourly | ## 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).