Financial advisors for family wealth transfer in Arizona
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Joel Cundick Savant Wealth Management, Phoenix Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Heather Townsend Townsend Financial, LLC, Scottsdale Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Anthony Syracuse Dynamic Financial Planning, LLC, Scottsdale Holds the CFP. Fees on file: one-time planning fee, hourly.
- Robinson Crawford Montebello Avenue, Phoenix Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Nate Willardson Currents Wealth Strategies, Chandler Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- 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.
Plus 5 in other cities.
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.
- CFP54% in Arizona
- The CFP covers gifting, trusts, and the wider plan.
- CPA4% in Arizona
- 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.
Dark bars are Arizona. Light bars are all US advisors for family wealth transfer.
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.
All 46 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 |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| Nate Willardson | Currents Wealth Strategies | Chandler | CFP | Percentage of assets, Flat fee or retainer |
| Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. | Savant Wealth Management | Phoenix | AIF, CFP, CPA/PFS, CFA | Percentage of assets, Flat fee or retainer |
| Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. | Montebello Avenue | Phoenix | CFP | Flat fee or retainer, Percentage of assets |
| Ben Poulos | B&E Financial Services | Phoenix | CFP, CRPC | Percentage of assets, Hourly |
| Gary Ferguson | John Moore Associates | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Julie Kern | Bridge Financial Strategies | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Adam Harding | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Carson Kunkle | Harding Wealth | Tempe | CFP, ChFC | Percentage of assets, Fixed fees |
| David Young | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Ekenna Anya-Gafu | Pacific Canyon Investments | Scottsdale | CFP | Percentage of assets, Hourly |
| Shane Farina | Box Hill Private Wealth | Scottsdale | CFP | Percentage of assets |
| Carl Mariner | ARQ Wealth Advisors | Scottsdale | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Cole Leonida | John Moore Associates | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| William Lee | ARQ Wealth Advisors | Scottsdale | CFP, CFA | Percentage of assets, Fixed fees |
| Zachary Potter | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Daniel Langworthy | Fortress Financial Group | Scottsdale | Not listed | Percentage of assets |
| Eric Stein | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Jessica Pariser | Galvin, Gaustad & Stein | Scottsdale | CFP | Percentage of assets, Hourly |
| Randy Siegel | Aletheian Wealth Advisors | Prescott | CFP | Percentage of assets, Fixed fees |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Erin Itkoe | Luminescent Wealth Management | Phoenix | CFP, PFS | Percentage of assets, Hourly |
| Jadon Dailey | Kera Capital | Mesa | Not listed | Percentage of assets, Hourly |
| Jasmine Miller | Kilter Group | Peoria | Not listed | Percentage of assets, Fixed fees |
| Trevor Scheid | Luminescent Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| Carly Denial | ARQ Wealth Advisors | Scottsdale, Az 85260 | Not listed | Percentage of assets, Fixed fees |
| Jake Crosby | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| James Robinson | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jerad Rosburg | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| John Haubert | Zeches Wealth Management | Tucson | Not listed | Percentage of assets, Hourly |
| Joseph Gilligan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Robert Armour | Zeches Wealth Management | Mesa | Not listed | Percentage of assets, Hourly |
| Tracy Riordan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Hunter Davis | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Jordan Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Stephen Galvin | Galvin, Gaustad & Stein | Scottsdale | Not listed | Percentage of assets, Hourly |
| Christopher Hays | Chris Hays Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Joseph Grupp | Grupp Financial | Chandler | Not listed | Percentage of assets |
| Shea Ogara | Schnieders Capital Management | Phoenix | Not listed | Percentage of assets |
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