Fee-only financial advisors in Tucson, Arizona
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Matthew Harrison Attessa Capital Holds the CFP and CFA. Fees on file: percentage of assets.
- Lauren Mishra Elion Financial LLC Holds the CFP and EA. Fees on file: fixed fees.
- Thomas Curtis Wealth Management Partners Holds the CFP. Fees on file: percentage of assets.
- Chad Lawyer Life Strategy Partners Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Ricky Kelley RD Kelley Financial Group Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Ross Patterson Sterling Investment Management Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 61
- Firms
- 26
- Hold the CFP
- 31%
- Other credentials: CFA 11% · EA 2% · ChFC 2%
- How they charge (of 61 with fees on file): percentage of assets 97% · fixed fees 52% · hourly 30% · performance-based fees 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 Tucson by what you need
Find an advisor in Arizona by fee, assets, or credential
Questions about fee-only advisors in Tucson
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.
All 61 advisors in Tucson
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chad Lawyer | Life Strategy Partners | Tucson | CFP, RICP | Percentage of assets, Ongoing planning fee |
| Theresa Morrison | Beckett Collective, LLC | Tucson | CFP | Percentage of assets, Fixed fees |
| Alicia Klein | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Brandon Hodgeson | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Daniel Cossette | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Laura Barnard | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Thomas Curtis | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Alastair Stansfield | Rise Private Wealth Advisors | Tucson | CFP | Percentage of assets, Hourly |
| David Hamra | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Denis Smirnov | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Jeffrey Matchett Robles | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Ricky Kelley | RD Kelley Financial Group | Tucson | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Harrison | Attessa Capital | Tucson | CFP, CFA | Percentage of assets |
| Albert Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Ananda Das | Life Strategy Partners | Tucson | CFP, AEP, RICP, RSSA | Percentage of assets, Hourly |
| Bonnie Courtney | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Christopher Campisano | Attessa Capital | Tucson | CFA | Percentage of assets |
| Cole McClarren | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Gregory Bryson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Guillermo Monge | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Kristi Thompson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Lauren Mishra | Elion Financial LLC | Tucson | CFP, EA, PhD | Fixed fees |
| Morgan Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Ross Patterson | Sterling Investment Management | Tucson | CFP, ChFC | Percentage of assets |
| David D'Eredita | Rise Private Wealth Advisors | Tucson | Not listed | Percentage of assets, Hourly |
| Giulia King | Align WMGMT | Tucson | Not listed | Percentage of assets, Hourly |
| Jeffrey Hybiak | SEM Wealth Management | Tucson | CFA | Percentage of assets |
| John Haubert | Zeches Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| Alec Berens | Attessa Capital | Tucson | Not listed | Percentage of assets |
| Alexis Stathis | Attessa Capital | Tucson | Not listed | Percentage of assets |
| Arumayta Arguello | Sterling Investment Management | Tucson | CFA | Percentage of assets |
| David Kornberg | Attessa Capital | Tucson | Not listed | Percentage of assets |
| James Good | Attessa Capital | Tucson | Not listed | Percentage of assets |
| John Payne | Sterling Investment Management | Tucson | CFA | Percentage of assets |
| Julia Rogan | Attessa Capital | Tucson | Not listed | Percentage of assets |
| Cody Hybiak | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Evan Altuzarra | Mariner Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| James Stover | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Jason Lazarow | Lazarow Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| Richard Gage | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Shannon Chandler | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Timothy McCain | SEM Wealth Management | Tucson | Not listed | Percentage of assets |
| Nathan Stutz | Sterling Investment Management | Tucson | Not listed | Percentage of assets |
| Marie Gooch | Margo Financial | Tucson | CFP | Percentage of assets, Fixed fees |
| Samuel Hawtree | Hawtree Advisory Group | Tucson | CFP | Percentage of assets, Hourly |
| William Holliday | AIO Financial | Tucson | CFP | Percentage of assets, Hourly |
| Jason Crane | Capital West Partners | Tucson | CFA | Percentage of assets, Hourly |
| Robert Kahl | Sabino Investment Management | Tucson | CFA | Percentage of assets, Hourly |
| Adam McCarty | GR Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Anil Potharaju | Savevest | Tucson | Not listed | Percentage of assets, Hourly |
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