Financial advisors for equity compensation in Arizona
Which financial advisor should I talk to about equity compensation in Arizona?
For equity compensation in Arizona, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Joel Cundick of Savant Wealth Management, Curtis Crossland of Suttle Crossland Wealth Advisors, LLC and Cody Cassidy of TCI Wealth Advisors, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Joel Cundick Savant Wealth Management, Phoenix Holds the CPA, CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Curtis Crossland Suttle Crossland Wealth Advisors, LLC, Scottsdale Holds the EA, CFP and CFA. Fees on file: one-time planning fee, ongoing planning fee.
- Cody Cassidy TCI Wealth Advisors, Inc., Scottsdale Holds the CPA, CFP and CFA. Fees on file: percentage of assets, hourly.
- Lucas Wennersten 49th Parallel Wealth Management, LLC, Scottsdale Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Francisco Ayala The Coleridge Group, Phoenix Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jordan Banning Crafted Financial Planning, Glendale Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Arizona work on equity compensation?
The Wellspent public graph lists 27 fee-only advisors for equity compensation in Arizona, at 22 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for equity compensation in Arizona located?
Of the 27 fee-only advisors for equity compensation in Arizona, 12 are in Scottsdale, followed by 5 in Tucson and 4 in Phoenix.
Plus 2 in other cities.
How do fee-only advisors for equity compensation in Arizona charge?
The most common fee among fee-only advisors for equity compensation in Arizona is a percentage of assets, used by 81% of the 27 with fees on file. Many use more than one: 48% charge fixed fees and 37% charge a one-time planning fee.
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 much does a one-time financial plan cost in Arizona?
A one-time financial plan from a fee-only firm in Arizona has a median price of $1,650. We found this across the published prices of 14 Arizona firms.
What credentials should a financial advisor for equity compensation have?
For equity compensation, look for the EA, CPA and CFP. In Arizona, 78% of the 27 advisors listed hold the CFP.
- EA4% in Arizona
- Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps.
- CPA7% in Arizona
- CPAs bring the tax modeling that exercise and sale decisions depend on.
- CFP78% in Arizona
- The CFP covers the full plan the grants have to fit into.
- CFA19% in Arizona
- The CFA helps with concentrated stock and diversification.
How do Arizona advisors for equity compensation compare with the rest of the US?
78% of fee-only advisors for equity compensation in Arizona hold the CFP, compared with 53% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Arizona. Light bars are all US advisors for equity compensation.
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.
What happens to stock pay if you move to or from Arizona?
States often tax stock pay based on where you worked between grant and vesting, so a move to or from Arizona can split that income across states. Tell any advisor about moves during a vesting period.
What should I ask a financial advisor about equity compensation in Arizona?
- How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
- How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
- If I hold ISOs, how do you model AMT before I exercise?
- What's your plan for reducing my company stock, and how would you time the sales?
- How will you plan for Arizona tax alongside federal tax?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for equity compensation in Arizona?
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 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Anthony Syracuse Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s. | Dynamic Financial Planning, LLC | Scottsdale | CFP | One-time planning fee, Hourly |
| 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 |
| 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 |
| Jordan Banning | Crafted Financial Planning | Glendale | CFP | Percentage of assets, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| Nate Willardson | Currents Wealth Strategies | Chandler | CFP | Percentage of assets, Flat fee or retainer |
| Curtis Crossland | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| Dustin Suttle | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, MBA, AAMS, CRPC | One-time planning fee, 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 |
| 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 |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| Michael Tarascio | Tarascio Financial Planning, LLC | Mesa | CFP | Percentage of assets, Fixed fees |
| David Rosenthal | Wealth Management Solutions | Scottsdale | CFP, MBA | Percentage of assets, Hourly |
| Marcus Waddell | Ascension Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Ekenna Anya-Gafu | Pacific Canyon Investments | Scottsdale | CFP | Percentage of assets, Hourly |
| Sean Babin | Babin Wealth Management | Scottsdale | CFP | Ongoing planning fee, One-time planning fee |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | 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 |
| Aaron Randak | Golden Acre Wealth Management | Scottsdale | Not listed | Percentage of assets, One-time planning fee |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Bonnie Courtney | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Cole McClarren | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Jadon Dailey | Kera Capital | Mesa | Not listed | Percentage of assets, Hourly |
| Corbin Hixson | Alpha Squared Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
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