# Fee-only financial advisors in Tucson, Arizona > Start with a fee-only advisor in Tucson whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matthew Harrison of Attessa Capital, Lauren Mishra of Elion Financial LLC and Thomas Curtis of Wealth Management Partners, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/arizona/tucson/ 61 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 Tucson? Start with a fee-only advisor in Tucson whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matthew Harrison of Attessa Capital, Lauren Mishra of Elion Financial LLC and Thomas Curtis of Wealth Management Partners, chosen for their credentials and fees on file. ## How many fee-only advisors in Tucson are there? The Wellspent public graph lists 61 fee-only advisors in Tucson, at 26 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Tucson focus on? The most common focus among fee-only advisors in Tucson is estate planning (27), followed by retirement planning (22) and tax planning (20). Advisors can list more than one. ## How do fee-only advisors in Tucson charge? The most common fee among fee-only advisors in Tucson is a percentage of assets, used by 97% of the 61 with fees on file. Many use more than one: 52% charge fixed fees and 30% charge by the hour. ## 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 Tucson hold the CFP? 31% of the 61 fee-only advisors in Tucson 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 Tucson? 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 | |---|---|---|---|---| | [Chad Lawyer](https://find.wellspent.co/advisors/chad-lawyer.md) | Life Strategy Partners | Tucson, Arizona | CFP, RICP | Percentage of assets, Ongoing planning fee | | [Theresa Morrison](https://find.wellspent.co/advisors/theresa-morrison.md) | Beckett Collective, LLC | Tucson, Arizona | CFP | Percentage of assets, Fixed fees | | [Alicia Klein](https://find.wellspent.co/advisors/alicia-klein.md) | Cambridge Financial Group | Tucson, Arizona | CFP | Percentage of assets, Fixed fees | | [Brandon Hodgeson](https://find.wellspent.co/advisors/brandon-hodgeson.md) | Cambridge Financial Group | Tucson, Arizona | CFP | Percentage of assets, Fixed fees | | [Daniel Cossette](https://find.wellspent.co/advisors/daniel-cossette.md) | Cambridge Financial Group | Tucson, Arizona | CFP | Percentage of assets, Fixed fees | | [Laura Barnard](https://find.wellspent.co/advisors/laura-barnard.md) | Wealth Management Partners | Tucson, Arizona | CFP | Percentage of assets | | [Thomas Curtis](https://find.wellspent.co/advisors/thomas-curtis.md) | Wealth Management Partners | Tucson, Arizona | CFP | Percentage of assets | | [Alastair Stansfield](https://find.wellspent.co/advisors/alastair-stansfield.md) | Rise Private Wealth Advisors | Tucson, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [David Hamra](https://find.wellspent.co/advisors/david-hamra.md) | Gordian Advisors | Tucson, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Denis Smirnov](https://find.wellspent.co/advisors/denis-smirnov.md) | Gordian Advisors | Tucson, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Matchett Robles](https://find.wellspent.co/advisors/jeffrey-matchett-robles.md) | Gordian Advisors | Tucson, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Ricky Kelley](https://find.wellspent.co/advisors/ricky-kelley.md) | RD Kelley Financial Group | Tucson, Arizona | CFP | Flat fee or retainer, Ongoing planning fee | | [Matthew Harrison](https://find.wellspent.co/advisors/matthew-harrison-5603816.md) | Attessa Capital | Tucson, Arizona | CFP, CFA | Percentage of assets | | [Albert Brown](https://find.wellspent.co/advisors/albert-brown.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Ananda Das](https://find.wellspent.co/advisors/ananda-das.md) | Life Strategy Partners | Tucson, Arizona | CFP, AEP, RICP, RSSA | Percentage of assets, Hourly, Fixed fees | | [Bonnie Courtney](https://find.wellspent.co/advisors/bonnie-courtney.md) | Cambridge Financial Group | Tucson, Arizona | | Percentage of assets, Fixed fees | | [Christopher Campisano](https://find.wellspent.co/advisors/christopher-campisano.md) | Attessa Capital | Tucson, Arizona | CFA | Percentage of assets | | [Cole McClarren](https://find.wellspent.co/advisors/cole-mcclarren.md) | Cambridge Financial Group | Tucson, Arizona | | Percentage of assets, Fixed fees | | [Gregory Bryson](https://find.wellspent.co/advisors/gregory-bryson.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Guillermo Monge](https://find.wellspent.co/advisors/guillermo-monge.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Kristi Thompson](https://find.wellspent.co/advisors/kristi-thompson.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Lauren Mishra](https://find.wellspent.co/advisors/lauren-mishra.md) | Elion Financial LLC | Tucson, Arizona | CFP, EA, PhD | Fixed fees | | [Morgan Brown](https://find.wellspent.co/advisors/morgan-brown.md) | Wealth Management Partners | Tucson, Arizona | | Percentage of assets | | [Ross Patterson](https://find.wellspent.co/advisors/ross-patterson-6231877.md) | Sterling Investment Management | Tucson, Arizona | CFP, ChFC | Percentage of assets | | [David D'Eredita](https://find.wellspent.co/advisors/david-d-eredita.md) | Rise Private Wealth Advisors | Tucson, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Giulia King](https://find.wellspent.co/advisors/giulia-king.md) | Align WMGMT | Tucson, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Hybiak](https://find.wellspent.co/advisors/jeffrey-hybiak.md) | SEM Wealth Management | Tucson, Arizona | CFA | Percentage of assets | | [John Haubert](https://find.wellspent.co/advisors/john-haubert.md) | Zeches Wealth Management | Tucson, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Alec Berens](https://find.wellspent.co/advisors/alec-berens.md) | Attessa Capital | Tucson, Arizona | | Percentage of assets | | [Alexis Stathis](https://find.wellspent.co/advisors/alexis-stathis.md) | Attessa Capital | Tucson, Arizona | | Percentage of assets | | [Arumayta Arguello](https://find.wellspent.co/advisors/arumayta-arguello.md) | Sterling Investment Management | Tucson, Arizona | CFA | Percentage of assets | | [David Kornberg](https://find.wellspent.co/advisors/david-kornberg.md) | Attessa Capital | Tucson, Arizona | | Percentage of assets | | [James Good](https://find.wellspent.co/advisors/james-good.md) | Attessa Capital | Tucson, Arizona | | Percentage of assets | | [John Payne](https://find.wellspent.co/advisors/john-payne.md) | Sterling Investment Management | Tucson, Arizona | CFA | Percentage of assets | | [Julia Rogan](https://find.wellspent.co/advisors/julia-rogan.md) | Attessa Capital | Tucson, Arizona | | Percentage of assets | | [Cody Hybiak](https://find.wellspent.co/advisors/cody-hybiak.md) | SEM Wealth Management | Tucson, Arizona | | Percentage of assets | | [Evan Altuzarra](https://find.wellspent.co/advisors/evan-altuzarra.md) | Mariner Financial Group | Tucson, Arizona | | Percentage of assets, Fixed fees | | [James Stover](https://find.wellspent.co/advisors/james-stover.md) | SEM Wealth Management | Tucson, Arizona | | Percentage of assets | | [Jason Lazarow](https://find.wellspent.co/advisors/jason-lazarow.md) | Lazarow Wealth Management | Tucson, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Richard Gage](https://find.wellspent.co/advisors/richard-gage.md) | SEM Wealth Management | Tucson, Arizona | | Percentage of assets | | [Shannon Chandler](https://find.wellspent.co/advisors/shannon-chandler.md) | SEM Wealth Management | Tucson, Arizona | | Percentage of assets | | [Timothy McCain](https://find.wellspent.co/advisors/timothy-mccain.md) | SEM Wealth Management | Tucson, Arizona | | Percentage of assets | | [Nathan Stutz](https://find.wellspent.co/advisors/nathan-stutz.md) | Sterling Investment Management | Tucson, Arizona | | Percentage of assets | | [Marie Gooch](https://find.wellspent.co/advisors/marie-gooch.md) | Margo Financial | Tucson, Arizona | CFP | Percentage of assets, Fixed fees | | [Samuel Hawtree](https://find.wellspent.co/advisors/samuel-hawtree.md) | Hawtree Advisory Group | Tucson, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [William Holliday](https://find.wellspent.co/advisors/william-holliday.md) | AIO Financial | Tucson, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Crane](https://find.wellspent.co/advisors/jason-crane.md) | Capital West Partners | Tucson, Arizona | CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Kahl](https://find.wellspent.co/advisors/robert-kahl.md) | Sabino Investment Management | Tucson, Arizona | CFA | Percentage of assets, Hourly | | [Adam McCarty](https://find.wellspent.co/advisors/adam-mccarty.md) | GR Financial Group | Tucson, Arizona | | Percentage of assets, Fixed fees, Performance-based fees | | [Anil Potharaju](https://find.wellspent.co/advisors/anil-potharaju.md) | Savevest | Tucson, Arizona | | Percentage of assets, Hourly | | [Benjamin Genzman](https://find.wellspent.co/advisors/benjamin-genzman.md) | GR Financial Group | Tucson, Arizona | | Percentage of assets, Fixed fees, Performance-based fees | | [Benjamin Goldberg](https://find.wellspent.co/advisors/benjamin-goldberg.md) | Enlightened Advisors Wealth Management | Tucson, Arizona | | Percentage of assets, Fixed fees | | [James Hannley](https://find.wellspent.co/advisors/james-hannley.md) | JIM Hannley | Tucson, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Jamie Gonzales](https://find.wellspent.co/advisors/jamie-gonzales.md) | GR Financial Group | Tucson, Arizona | | Percentage of assets, Fixed fees, Performance-based fees | | [Jason Ruther](https://find.wellspent.co/advisors/jason-ruther.md) | Capital West Partners | Tucson, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Luis Sanchez](https://find.wellspent.co/advisors/luis-sanchez.md) | AIO Financial | Tucson, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Lynsey Richter](https://find.wellspent.co/advisors/lynsey-richter.md) | GR Financial Group | Tucson, Arizona | | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Salomon](https://find.wellspent.co/advisors/michael-salomon.md) | Annecy | Tucson, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Ryan Genzman](https://find.wellspent.co/advisors/ryan-genzman.md) | GR Financial Group | Tucson, Arizona | | Percentage of assets, Fixed fees, Performance-based fees | | [Sandra Widmer](https://find.wellspent.co/advisors/sandra-widmer.md) | GR Financial Group | Tucson, Arizona | | Percentage of assets, Fixed fees, Performance-based fees | | [Steven Graham](https://find.wellspent.co/advisors/steven-graham.md) | Allied Portfolio Management | Tucson, Arizona | | Percentage of assets | ## 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).