# Financial advisors for family wealth transfer in Arizona > For family wealth transfer in Arizona, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Joel Cundick of Savant Wealth Management, Heather Townsend of Townsend Financial, LLC and Anthony Syracuse of Dynamic Financial Planning, LLC. Page: https://find.wellspent.co/specialties/family-wealth-transfer/arizona/ 46 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 passing wealth to the next generation in Arizona? For family wealth transfer in Arizona, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Joel Cundick of Savant Wealth Management, Heather Townsend of Townsend Financial, LLC and Anthony Syracuse of Dynamic Financial Planning, LLC. - [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick/), Savant Wealth Management, Phoenix. Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer. - [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend/), Townsend Financial, LLC, Scottsdale. Holds the CFP and CPA. Fees on file: ongoing planning fee. - [Anthony Syracuse](https://find.wellspent.co/advisors/anthony-syracuse/), Dynamic Financial Planning, LLC, Scottsdale. Holds the CFP. Fees on file: one-time planning fee, hourly. - [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford/), Montebello Avenue, Phoenix. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Nate Willardson](https://find.wellspent.co/advisors/nate-willardson/), Currents Wealth Strategies, Chandler. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten/), 49th Parallel Wealth Management, LLC, Scottsdale. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Arizona work on family wealth transfer? The Wellspent public graph lists 46 fee-only advisors for family wealth transfer in Arizona, at 24 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Arizona located? Of the 46 fee-only advisors for family wealth transfer in Arizona, 28 are in Scottsdale, followed by 6 in Phoenix and 3 in Tempe. ## How do fee-only advisors for family wealth transfer in Arizona charge? The most common fee among fee-only advisors for family wealth transfer in Arizona is a percentage of assets, used by 98% of the 46 with fees on file. Many use more than one: 76% charge fixed fees and 33% 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 family wealth transfer have? For family wealth transfer, look for the CFP and CPA. In Arizona, 54% of the 46 advisors listed hold the CFP. - CFP (54% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (4% of advisors listed): CPAs handle gift tax returns and estate calculations. ## How do Arizona advisors for family wealth transfer compare with the rest of the US? 54% of fee-only advisors for family wealth transfer in Arizona hold the CFP, compared with 36% of the 3,385 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 passing wealth to the next generation in Arizona? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - 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 family wealth transfer 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. ## 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 | | [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten.md) | 49th Parallel Wealth Management, LLC | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Hourly, One-time planning fee | | [Nate Willardson](https://find.wellspent.co/advisors/nate-willardson.md) | Currents Wealth Strategies | Chandler, Arizona | CFP | Percentage of assets, Flat fee or retainer | | [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer | | [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets | | [Ben Poulos](https://find.wellspent.co/advisors/ben-poulos.md) | B&E Financial Services | Phoenix, Arizona | CFP, CRPC | Percentage of assets, Hourly, Fixed fees | | [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 | | [Adam Harding](https://find.wellspent.co/advisors/adam-harding.md) | Harding Wealth | Tempe, Arizona | CFP | Percentage of assets, Fixed fees | | [Carson Kunkle](https://find.wellspent.co/advisors/carson-kunkle.md) | Harding Wealth | Tempe, Arizona | CFP, ChFC | Percentage of assets, Fixed fees | | [David Young](https://find.wellspent.co/advisors/david-young-7287492.md) | Harding Wealth | Tempe, Arizona | CFP | Percentage of assets, Fixed fees | | [Ekenna Anya-Gafu](https://find.wellspent.co/advisors/ekenna-anya-gafu.md) | Pacific Canyon Investments | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Shane Farina](https://find.wellspent.co/advisors/shane-farina.md) | Box Hill Private Wealth | Scottsdale, Arizona | CFP | Percentage of assets | | [Carl Mariner](https://find.wellspent.co/advisors/carl-mariner.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP, ChFC, CFA | Percentage of assets, Fixed fees | | [Cole Leonida](https://find.wellspent.co/advisors/cole-leonida.md) | John Moore Associates | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Rebecca Wagner](https://find.wellspent.co/advisors/rebecca-wagner.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Richard Siegel](https://find.wellspent.co/advisors/richard-siegel.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Tristen Sheffler](https://find.wellspent.co/advisors/tristen-sheffler.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [William Lee](https://find.wellspent.co/advisors/william-lee.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Fixed fees | | [Zachary Potter](https://find.wellspent.co/advisors/zachary-potter.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Daniel Langworthy](https://find.wellspent.co/advisors/daniel-langworthy.md) | Fortress Financial Group | Scottsdale, Arizona | | Percentage of assets | | [Eric Stein](https://find.wellspent.co/advisors/eric-stein.md) | Galvin, Gaustad & Stein | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Jessica Pariser](https://find.wellspent.co/advisors/jessica-pariser.md) | Galvin, Gaustad & Stein | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Randy Siegel](https://find.wellspent.co/advisors/randy-siegel.md) | Aletheian Wealth Advisors | Prescott, Arizona | CFP | Percentage of assets, Fixed fees | | [Taylor Thompson](https://find.wellspent.co/advisors/taylor-thompson.md) | Thompson Family Office | Gilbert , Arizona | | Percentage of assets, Subscription, One-time planning fee | | [Jeffrey Shiffra](https://find.wellspent.co/advisors/jeffrey-shiffra.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFA | Percentage of assets, Fixed fees | | [Erin Itkoe](https://find.wellspent.co/advisors/erin-itkoe.md) | Luminescent Wealth Management | Phoenix, Arizona | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Jadon Dailey](https://find.wellspent.co/advisors/jadon-dailey.md) | Kera Capital | Mesa, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Jasmine Miller](https://find.wellspent.co/advisors/jasmine-miller.md) | Kilter Group | Peoria, Arizona | | Percentage of assets, Fixed fees | | [Trevor Scheid](https://find.wellspent.co/advisors/trevor-scheid.md) | Luminescent Wealth Management | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees | | [Carly Denial](https://find.wellspent.co/advisors/carly-denial.md) | ARQ Wealth Advisors | Scottsdale, Az 85260, Arizona | | Percentage of assets, Fixed fees | | [Jake Crosby](https://find.wellspent.co/advisors/jake-crosby.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [James Robinson](https://find.wellspent.co/advisors/james-robinson.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Jerad Rosburg](https://find.wellspent.co/advisors/jerad-rosburg.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [John Haubert](https://find.wellspent.co/advisors/john-haubert.md) | Zeches Wealth Management | Tucson, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Joseph Gilligan](https://find.wellspent.co/advisors/joseph-gilligan.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Robert Armour](https://find.wellspent.co/advisors/robert-armour.md) | Zeches Wealth Management | Mesa, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Tracy Riordan](https://find.wellspent.co/advisors/tracy-riordan.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [William Lynn](https://find.wellspent.co/advisors/william-lynn.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Hunter Davis](https://find.wellspent.co/advisors/hunter-davis.md) | Galvin, Gaustad & Stein | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Jordan Galvin](https://find.wellspent.co/advisors/jordan-galvin.md) | Galvin, Gaustad & Stein | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Stephen Galvin](https://find.wellspent.co/advisors/stephen-galvin.md) | Galvin, Gaustad & Stein | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Christopher Hays](https://find.wellspent.co/advisors/christopher-hays.md) | Chris Hays Wealth Management | Phoenix, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Joseph Grupp](https://find.wellspent.co/advisors/joseph-grupp.md) | Grupp Financial | Chandler, Arizona | | Percentage of assets | | [Shea Ogara](https://find.wellspent.co/advisors/shea-ogara.md) | Schnieders Capital Management | Phoenix, Arizona | | Percentage of assets | ## Related - [Retirement planning in Arizona](https://find.wellspent.co/specialties/retirement-planning/arizona.md) - [Tax planning in Arizona](https://find.wellspent.co/specialties/tax-planning/arizona.md) - [Estate planning in Arizona](https://find.wellspent.co/specialties/estate-planning/arizona.md) - [Retirees in Arizona](https://find.wellspent.co/audiences/retirees/arizona.md) - [Pre-retirees in Arizona](https://find.wellspent.co/audiences/pre-retirees/arizona.md) - [Small business owners in Arizona](https://find.wellspent.co/specialties/small-business-owners/arizona.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).