Financial advisors for estate planning in Scottsdale, Arizona
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.
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 City Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Clint Gossage CMG Financial Consulting, LLC, Scottsdale City Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Trent White Luminvest Wealth Management LLC, Scottsdale City Holds the CFP and JD. Fees on file: percentage of assets.
- Cody Cassidy TCI Wealth Advisors, Inc., Scottsdale City Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Anthony Syracuse Dynamic Financial Planning, LLC, Scottsdale City Holds the CFP. Fees on file: one-time planning fee, hourly.
- 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.
- CFP35% in Scottsdale
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD2% in Scottsdale
- A law degree helps a planner read trusts and documents closely.
- CPA6% in Scottsdale
- 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.
Dark bars are Scottsdale. Light bars are all US advisors for estate planning.
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.
All 49 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 |
| Heather Townsend | Townsend Financial, LLC | Scottsdale | CFP, CPA, BBA, RLP | Ongoing planning fee |
| Clint Gossage | CMG Financial Consulting, LLC | Scottsdale | CFA, CFP, CPA | 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 |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | 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 |
| Gary Ferguson | John Moore Associates | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| John Rowley | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| Steven Nelson | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| Joseph McCabe | Vestpointe Wealth Management | Scottsdale | CFP | Percentage of assets |
| Shane Farina | Box Hill Private Wealth | Scottsdale | CFP | Percentage of assets |
| Annalise Montgomery | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Cole Leonida | John Moore Associates | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joel Bonnema | Bonnema Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| John Schmidt | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Kevin Howard | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Aaron Randak | Golden Acre Wealth Management | Scottsdale | Not listed | Percentage of assets, One-time planning fee |
| Corey Bird | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Edward Heintz | Heintz Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Kyle Erickson | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Matthew Lucas | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Matthew Miller | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| Elizabeth Stroup | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Geoffrey Tran | Fortitude Family Office | Scottsdale | PFS | Percentage of assets, Hourly |
| Jeffrey Geiser | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| John Glaudel | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kevin Phillips | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Marty Block | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michael Andrews | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michele McCabe | Vestpointe Wealth Management | Scottsdale | Not listed | Percentage of assets |
| Robyn Kreuer | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Amanda Wray | Next Up Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Hourly |
| Atticus Lavelle | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Christy Pater Schmitt | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Derek Sinani | Ironwood Wealth Advisors | Scottsdale | Not listed | Percentage of assets |
| Emily Gall | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Joseph Arce | The Norden Group | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joseph Senczakowicz-Gibo | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kristin Greenleaf | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Matthew Brower | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Matthew Walker | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Remy Solves | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Sam Winter | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Trevor Moore | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
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