# Financial advisors for estate planning in Scottsdale, Arizona > For estate planning in Scottsdale, 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, Clint Gossage of CMG Financial Consulting, LLC and Trent White of Luminvest Wealth Management LLC. Page: https://find.wellspent.co/specialties/estate-planning/arizona/scottsdale/ 49 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Scottsdale? For estate planning in Scottsdale, 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, Clint Gossage of CMG Financial Consulting, LLC and Trent White of Luminvest Wealth Management LLC. - [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend/), Townsend Financial, LLC, Scottsdale City. Holds the CFP and CPA. Fees on file: ongoing planning fee. - [Clint Gossage](https://find.wellspent.co/advisors/clint-gossage/), CMG Financial Consulting, LLC, Scottsdale City. Holds the CFP and CPA. Fees on file: ongoing planning fee. - [Trent White](https://find.wellspent.co/advisors/trent-white/), Luminvest Wealth Management LLC, Scottsdale City. Holds the CFP and JD. Fees on file: percentage of assets. - [Cody Cassidy](https://find.wellspent.co/advisors/cody-cassidy/), TCI Wealth Advisors, Inc., Scottsdale City. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Anthony Syracuse](https://find.wellspent.co/advisors/anthony-syracuse/), Dynamic Financial Planning, LLC, Scottsdale City. Holds the CFP. Fees on file: one-time planning fee, hourly. - [Dale Shafer Ii](https://find.wellspent.co/advisors/dale-shafer-ii/), Life Moves Wealth Management, LLC, Scotttsdale. Holds the CFP. Fees on file: ongoing planning fee. ## How many fee-only financial advisors in Scottsdale work on estate planning? The Wellspent public graph lists 49 fee-only advisors for estate planning in Scottsdale, at 22 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Scottsdale charge? The most common fee among fee-only advisors for estate planning in Scottsdale is a percentage of assets, used by 92% of the 49 with fees on file. Many use more than one: 61% charge fixed fees and 57% 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 Scottsdale, 35% of the 49 advisors listed hold the CFP. - CFP (35% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - JD (2% of advisors listed): A law degree helps a planner read trusts and documents closely. - CPA (6% of advisors listed): CPAs help with estate and gift tax filings. ## How do Scottsdale advisors for estate planning compare with the rest of the US? 57% of fee-only advisors for estate planning in Scottsdale charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 Scottsdale? - 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 Scottsdale? 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 | |---|---|---|---|---| | [Anthony Syracuse](https://find.wellspent.co/advisors/anthony-syracuse.md) | Dynamic Financial Planning, LLC | Scottsdale, Arizona | CFP | One-time planning fee, Hourly, Percentage of assets, Flat fee or retainer | | [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend.md) | Townsend Financial, LLC | Scottsdale, Arizona | CFP, CPA, BBA, RLP | Ongoing planning fee | | [Clint Gossage](https://find.wellspent.co/advisors/clint-gossage.md) | CMG Financial Consulting, LLC | Scottsdale, Arizona | CFA, CFP, CPA | Ongoing planning fee | | [Scott Newhouse](https://find.wellspent.co/advisors/scott-newhouse.md) | Forthright Finances | Scottsdale, Arizona | CFP | Flat fee or retainer, Ongoing planning fee | | [Thomas Knowlton](https://find.wellspent.co/advisors/thomas-knowlton.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, CTFA, MBA | Percentage of assets | | [Trent White](https://find.wellspent.co/advisors/trent-white.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, JD | Percentage of assets | | [Cody Cassidy](https://find.wellspent.co/advisors/cody-cassidy.md) | TCI Wealth Advisors, Inc. | Scottsdale, Arizona | CFP, CPA, MBA, AAMS, ChFC, CWS, CFA, MD, AIF | Percentage of assets, Hourly, Fixed fees | | [Claire Thornton](https://find.wellspent.co/advisors/claire-thornton.md) | Hyla Financial | Scottsdale, Arizona | CFP, MST | Percentage of assets, Hourly, Fixed fees | | [Dale Shafer Ii](https://find.wellspent.co/advisors/dale-shafer-ii.md) | Life Moves Wealth Management, LLC | Scotttsdale, Arizona | CFP, APMA, CDFA | Ongoing planning fee | | [Gary Ferguson](https://find.wellspent.co/advisors/gary-ferguson.md) | John Moore Associates | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Julie Kern](https://find.wellspent.co/advisors/julie-kern.md) | Bridge Financial Strategies | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [John Rowley](https://find.wellspent.co/advisors/john-rowley.md) | Faith Investor Services | Scottsdale, Arizona | CFA | Percentage of assets | | [Steven Nelson](https://find.wellspent.co/advisors/steven-nelson-1770674.md) | Faith Investor Services | Scottsdale, Arizona | CFA | Percentage of assets | | [Joseph McCabe](https://find.wellspent.co/advisors/joseph-mccabe.md) | Vestpointe Wealth Management | Scottsdale, Arizona | CFP | Percentage of assets | | [Shane Farina](https://find.wellspent.co/advisors/shane-farina.md) | Box Hill Private Wealth | Scottsdale, Arizona | CFP | Percentage of assets | | [Annalise Montgomery](https://find.wellspent.co/advisors/annalise-montgomery.md) | Faith Investor Services | Scottsdale, Arizona | | Percentage of assets | | [Cole Leonida](https://find.wellspent.co/advisors/cole-leonida.md) | John Moore Associates | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Joel Bonnema](https://find.wellspent.co/advisors/joel-bonnema.md) | Bonnema Wealth Management | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [John Schmidt](https://find.wellspent.co/advisors/john-schmidt.md) | Faith Investor Services | Scottsdale, Arizona | | Percentage of assets | | [Kevin Howard](https://find.wellspent.co/advisors/kevin-howard.md) | Faith Investor Services | Scottsdale, Arizona | | Percentage of assets | | [Aaron Randak](https://find.wellspent.co/advisors/aaron-randak.md) | Golden Acre Wealth Management | Scottsdale, Arizona | | Percentage of assets, One-time planning fee, Hourly | | [Corey Bird](https://find.wellspent.co/advisors/corey-bird.md) | Fortitude Family Office | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Edward Heintz](https://find.wellspent.co/advisors/edward-heintz.md) | Heintz Wealth Management | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Erickson](https://find.wellspent.co/advisors/kyle-erickson.md) | Elevate Investment Management | Scottsdale, Arizona | CFA | Percentage of assets | | [Matthew Lucas](https://find.wellspent.co/advisors/matthew-lucas.md) | Fortitude Family Office | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew Miller](https://find.wellspent.co/advisors/matthew-miller-4354910.md) | Elevate Investment Management | Scottsdale, Arizona | CFA | Percentage of assets | | [Dale Phillips](https://find.wellspent.co/advisors/dale-phillips.md) | Fortitude Family Office | Scottsdale, Arizona | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Elizabeth Stroup](https://find.wellspent.co/advisors/elizabeth-stroup.md) | Verus Capital Partners | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Geoffrey Tran](https://find.wellspent.co/advisors/geoffrey-tran.md) | Fortitude Family Office | Scottsdale, Arizona | PFS | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jeffrey Geiser](https://find.wellspent.co/advisors/jeffrey-geiser.md) | Verus Capital Partners | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [John Glaudel](https://find.wellspent.co/advisors/john-glaudel.md) | Verus Capital Partners | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Kevin Phillips](https://find.wellspent.co/advisors/kevin-phillips.md) | Verus Capital Partners | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Marty Block](https://find.wellspent.co/advisors/marty-block.md) | Verus Capital Partners | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Michael Andrews](https://find.wellspent.co/advisors/michael-andrews.md) | Verus Capital Partners | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Michele McCabe](https://find.wellspent.co/advisors/michele-mccabe.md) | Vestpointe Wealth Management | Scottsdale, Arizona | | Percentage of assets | | [Robyn Kreuer](https://find.wellspent.co/advisors/robyn-kreuer.md) | Verus Capital Partners | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Amanda Wray](https://find.wellspent.co/advisors/amanda-wray.md) | Next Up Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Atticus Lavelle](https://find.wellspent.co/advisors/atticus-lavelle.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Christy Pater Schmitt](https://find.wellspent.co/advisors/christy-pater-schmitt.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Derek Sinani](https://find.wellspent.co/advisors/derek-sinani.md) | Ironwood Wealth Advisors | Scottsdale, Arizona | | Percentage of assets | | [Emily Gall](https://find.wellspent.co/advisors/emily-gall.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joseph Arce](https://find.wellspent.co/advisors/joseph-arce.md) | The Norden Group | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Joseph Senczakowicz-Gibo](https://find.wellspent.co/advisors/joseph-senczakowicz-gibo.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kristin Greenleaf](https://find.wellspent.co/advisors/kristin-greenleaf.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew Brower](https://find.wellspent.co/advisors/matthew-brower.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew Walker](https://find.wellspent.co/advisors/matthew-walker.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Remy Solves](https://find.wellspent.co/advisors/remy-solves.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Sam Winter](https://find.wellspent.co/advisors/sam-winter.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Trevor Moore](https://find.wellspent.co/advisors/trevor-moore.md) | Fortitude Family Office | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | ## Related - [Tax planning in Scottsdale](https://find.wellspent.co/specialties/tax-planning/arizona/scottsdale.md) - [Retirement planning in Scottsdale](https://find.wellspent.co/specialties/retirement-planning/arizona/scottsdale.md) - [Retirees in Scottsdale](https://find.wellspent.co/audiences/retirees/arizona/scottsdale.md) - [Pre-retirees in Scottsdale](https://find.wellspent.co/audiences/pre-retirees/arizona/scottsdale.md) - [Divorce financial planning in Scottsdale](https://find.wellspent.co/specialties/divorce-planning/arizona/scottsdale.md) - [Family wealth transfer in Scottsdale](https://find.wellspent.co/specialties/family-wealth-transfer/arizona/scottsdale.md) ## 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).