Fee-only financial advisors in Phoenix, Arizona
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Joel Cundick Savant Wealth Management Holds the CFP, CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Prudence Zhu Enso Financial Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Jacob Molina Styra Wealth Management Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Francisco Ayala The Coleridge Group Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Peter Shannon eBIS Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Thomas Connelly Versant Capital Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 99
- Firms
- 58
- Hold the CFP
- 45%
- Other credentials: CFA 9% · CPA 3% · ChFC 3%
- How they charge (of 99 with fees on file): percentage of assets 94% · fixed fees 56% · hourly 48% · flat fee or retainer 10%
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 Phoenix by what you need
Find an advisor in Arizona by fee, assets, or credential
Questions about fee-only advisors in Phoenix
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.
All 99 advisors in Phoenix
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alejandro Haas | Copper Square Private Wealth, LLC | Phoenix | CFP, CIMA | Flat fee or retainer, Ongoing planning fee |
| Francisco Ayala | The Coleridge Group | Phoenix | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Prudence Zhu | Enso Financial | Phoenix | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer |
| George Kao | Reach One Teach One Financial | Phoenix | CFP, ChFC, CKA, CRPC | Percentage of assets, Hourly |
| Jacob Molina | Styra Wealth Management | Phoenix | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. | Savant Wealth Management | Phoenix | AIF, CFP, CPA/PFS, CFA | Percentage of assets, Flat fee or retainer |
| Raman Singh | Singh PWM | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. | Montebello Avenue | Phoenix | CFP | Flat fee or retainer, Percentage of assets |
| Cole Brooks | CRB Strategic Services LLC | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Gerhartz | Bridge The Gap Retirement Planners LLC | Phoenix | CFP, MSPFP, MSFP | Percentage of assets, Flat fee or retainer |
| Bob Burger | Disciplined Money | Phoenix | CFP | Hourly, One-time planning fee |
| Bryan Curry | Bridge The Gap Retirement Planners LLC | Phoenix | CFP | Percentage of assets, Flat fee or retainer |
| Dan VanDusen | Objective Wealth | Phoenix | CFP, MBA | Percentage of assets |
| Ben Poulos | B&E Financial Services | Phoenix | CFP, CRPC | Percentage of assets, Hourly |
| Shehara Wooten | Your Story Financial, LLC | Phoenix | CFP | One-time planning fee |
| Brian Rellihan | Wise Wealth Partners | Phoenix | CFP | Percentage of assets |
| Jonathan Bird | Farnam Financial | Phoenix | CFP | Percentage of assets |
| Michael Furois | The Planning Associates | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Phillips | Verus Capital Partners | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Smith | ProFocus | Phoenix | CFP | Percentage of assets, Hourly |
| Garry Kachkovsky | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Kristian Fisher | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Robert Kerns | Kerns Legacy Planning | Phoenix | CFP | Percentage of assets, One-time planning fee |
| Daryl Eckman | Eckman Wealth Management | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Erin Itkoe | Luminescent Wealth Management | Phoenix | CFP, PFS | Percentage of assets, Hourly |
| Frank Jackson | Bledsoe Asset Management | Phoenix | CFP | Percentage of assets |
| Garry Bishop | ProFocus | Phoenix | Not listed | Percentage of assets, Hourly |
| Jake Moller | TFO Family Office Partners | Phoenix | CFP | Percentage of assets, Hourly |
| Katelyn Kalomiris | JGP Wealth Management | Phoenix | CFP | Percentage of assets, Hourly |
| Logan Colwell | Eckman Wealth Management | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Sasha Antman | Eckman Wealth Management | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Arthur Doglione | Alpha Fiduciary Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Glenn Rossman | TrueWealth Financial Partners San Diego | Phoenix | Not listed | Percentage of assets, Fixed fees |
| Carter Pearl | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Daniel Flack | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| David Walsvick | Walsvick Wealth Management | Phoenix | Not listed | Percentage of assets |
| Christopher Hays | Chris Hays Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Jarrod Rice | Essential Investing | Phoenix | Not listed | Percentage of assets |
| John Mersek | Essential Investing | Phoenix | Not listed | Percentage of assets |
| Joshua James | Essential Investing | Phoenix | Not listed | Percentage of assets |
| Kurtis Knobbe | Bledsoe Asset Management | Phoenix | Not listed | Percentage of assets |
| Luke Barnes | Bledsoe Asset Management | Phoenix | Not listed | Percentage of assets |
| Paul Knobbe | Bledsoe Asset Management | Phoenix | Not listed | Percentage of assets |
| Rula Huber | Bledsoe Asset Management | Phoenix | Not listed | Percentage of assets |
| Shea Ogara | Schnieders Capital Management | Phoenix | Not listed | Percentage of assets |
| Timothy Stein | Bledsoe Asset Management | Phoenix | Not listed | Percentage of assets |
| Alan Norris | Norris Wealth Management | Phoenix | CFP | Percentage of assets, Hourly |
| Alexandra Kroot | Wedmont Private Capital | Phoenix | CFP | Fixed fees |
| Angus Schaal | Tandem Wealth Advisors | Phoenix | CFP | Percentage of assets, Fixed fees |
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