Financial advisors for estate planning in Tucson, Arizona

Which financial advisor should I talk to about estate planning in Tucson?

For estate planning in Tucson, 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 Chad Lawyer of Life Strategy Partners, Ricky Kelley of RD Kelley Financial Group and Laura Barnard of Wealth Management Partners.

How many fee-only financial advisors in Tucson work on estate planning?

The Wellspent public graph lists 27 fee-only advisors for estate planning in Tucson, at 8 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for estate planning in Tucson charge?

The most common fee among fee-only advisors for estate planning in Tucson is a percentage of assets, used by 96% of the 27 with fees on file. Many use more than one: 41% charge fixed fees and 22% 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.

See every fee-only advisor fee in Arizona

What credentials should a financial advisor for estate planning have?

For estate planning, look for the CFP. In Tucson, 44% of the 27 advisors listed hold the CFP.

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 Tucson?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. If I own property in another state, could its estate tax apply?
6. How would community property rules change how we title our assets?

How current is this list of fee-only advisors for estate planning 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.