Financial advisors for estate planning in Arizona
Which financial advisor should I talk to about estate planning in Arizona?
For estate planning in Arizona, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Heather Townsend of Townsend Financial, LLC, Jacob Molina of Styra Wealth Management and Prudence Zhu of Enso Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Heather Townsend Townsend Financial, LLC, Scottsdale Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Jacob Molina Styra Wealth Management, Phoenix Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Prudence Zhu Enso Financial, Phoenix Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Clint Gossage CMG Financial Consulting, LLC, Scottsdale Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Trent White Luminvest Wealth Management LLC, Scottsdale Holds the CFP and JD. Fees on file: percentage of assets.
- Paulo Lopes Woodmont Financial Partners LLC, Mesa Holds the CFP and JD. Fees on file: subscription, one-time planning fee.
How many fee-only financial advisors in Arizona work on estate planning?
The Wellspent public graph lists 140 fee-only advisors for estate planning in Arizona, at 69 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Arizona located?
Of the 140 fee-only advisors for estate planning in Arizona, 48 are in Scottsdale, followed by 27 in Tucson and 21 in Phoenix.
Plus 26 in other cities.
How do fee-only advisors for estate planning in Arizona charge?
The most common fee among fee-only advisors for estate planning in Arizona is a percentage of assets, used by 91% of the 140 with fees on file. Many use more than one: 55% charge fixed fees and 41% 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 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 estate planning have?
For estate planning, look for the CFP, JD and CPA. In Arizona, 47% of the 140 advisors listed hold the CFP.
- CFP47% in Arizona
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in Arizona
- A law degree helps a planner read trusts and documents closely.
- CPA4% in Arizona
- CPAs help with estate and gift tax filings.
Does Arizona have an estate or inheritance tax?
No. Arizona has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
Is Arizona a community property state?
Yes. Arizona is a community property state, which shapes how married couples title assets and what happens to cost basis at death.
What should I ask a financial advisor about estate planning in Arizona?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
- How would community property rules change how we title our assets?
How current is this list of fee-only advisors for estate planning 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 140 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 |
| Heather Townsend | Townsend Financial, LLC | Scottsdale | CFP, CPA, BBA, RLP | Ongoing planning fee |
| Jordan Banning | Crafted Financial Planning | Glendale | CFP | Percentage of assets, Ongoing planning fee |
| Nate Willardson | Currents Wealth Strategies | Chandler | CFP | Percentage of assets, Flat fee or retainer |
| Prudence Zhu | Enso Financial | Phoenix | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Clint Gossage | CMG Financial Consulting, LLC | Scottsdale | CFA, CFP, CPA | Ongoing planning fee |
| 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 |
| Raman Singh | Singh PWM | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Scott Newhouse | Forthright Finances | Scottsdale | CFP | Flat fee or retainer, Ongoing planning fee |
| Thomas Knowlton | Luminvest Wealth Management LLC | Scottsdale | CFP, CTFA, MBA | Percentage of assets |
| Trent White | Luminvest Wealth Management LLC | Scottsdale | CFP, JD | Percentage of assets |
| Chad Lawyer | Life Strategy Partners | Tucson | CFP, RICP | Percentage of assets, Ongoing planning fee |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| Cole Brooks | CRB Strategic Services LLC | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Dallen Haws | Haws Financial Planning, LLC | Sierra Vista | CFP, MBA | Percentage of assets, Hourly |
| Claire Thornton | Hyla Financial | Scottsdale | CFP, MST | Percentage of assets, Hourly |
| Dale Shafer Ii | Life Moves Wealth Management, LLC | Scotttsdale | CFP, APMA, CDFA | Ongoing planning fee |
| Matthew Fitzgerald | Holistic Planning | Sedona | CFP | Percentage of assets |
| Kimberly Bridges | Bright Women Financial | Buckeye | Not listed | Percentage of assets, One-time planning fee |
| Shehara Wooten | Your Story Financial, LLC | Phoenix | CFP | One-time planning fee |
| Gary Ferguson | John Moore Associates | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Theodore Dwyer | Dwyer Financial | Flagstaff | CFP, ChFC | Percentage of assets, Hourly |
| Adam Harding | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Brian Rellihan | Wise Wealth Partners | Phoenix | CFP | Percentage of assets |
| Carson Kunkle | Harding Wealth | Tempe | CFP, ChFC | Percentage of assets, Fixed fees |
| David Young | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Nicholas Lombardozzi | Kingdom Wealth Advisers | Gilbert | CFP | Percentage of assets, Fixed fees |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| Gregory Bradstreet | Farnam Financial | Peoria | CFP, CFA | Percentage of assets |
| John Rowley | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| Jonathan Bird | Farnam Financial | Phoenix | CFP | Percentage of assets |
| Steven Nelson | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| Alicia Klein | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Brandon Hodgeson | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Chase Deters | Deters Wealth Management | Gilbert | CFP, ChFC | Ongoing planning fee |
| Daniel Cossette | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Heather McClain | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Jonathan Moore | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Joseph McCabe | Vestpointe Wealth Management | Scottsdale | CFP | Percentage of assets |
| Laura Barnard | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Michael Phillips | Verus Capital Partners | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Smith | ProFocus | Phoenix | CFP | Percentage of assets, Hourly |
| Richard Wagner | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Rydan Case | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Sara Amparan | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
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