# Financial advisors for family wealth transfer in Scottsdale, Arizona > For family wealth transfer in Scottsdale, 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 Heather Townsend of Townsend Financial, LLC, Anthony Syracuse of Dynamic Financial Planning, LLC and Lucas Wennersten of 49th Parallel Wealth Management, LLC. Page: https://find.wellspent.co/specialties/family-wealth-transfer/arizona/scottsdale/ 29 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 Scottsdale? For family wealth transfer in Scottsdale, 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 Heather Townsend of Townsend Financial, LLC, Anthony Syracuse of Dynamic Financial Planning, LLC and Lucas Wennersten of 49th Parallel 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. - [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. - [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten/), 49th Parallel Wealth Management, LLC, Scottsdale City. Holds the CFP. Fees on file: percentage of assets, hourly. - [William Lee](https://find.wellspent.co/advisors/william-lee/), ARQ Wealth Advisors, Scottsdale City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Eric Stein](https://find.wellspent.co/advisors/eric-stein/), Galvin, Gaustad & Stein, Scottsdale City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Trevor Scheid](https://find.wellspent.co/advisors/trevor-scheid/), Luminescent Wealth Management, Scottsdale City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Scottsdale work on family wealth transfer? The Wellspent public graph lists 29 fee-only advisors for family wealth transfer in Scottsdale, at 11 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Scottsdale charge? The most common fee among fee-only advisors for family wealth transfer in Scottsdale is a percentage of assets, used by 97% of the 29 with fees on file. Many use more than one: 83% charge fixed fees and 31% 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 Scottsdale, 55% of the 29 advisors listed hold the CFP. - CFP (55% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (3% of advisors listed): CPAs handle gift tax returns and estate calculations. ## How do Scottsdale advisors for family wealth transfer compare with the rest of the US? 83% of fee-only advisors for family wealth transfer in Scottsdale charge fixed fees, compared with 62% 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 Scottsdale? - 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 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 | | [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 | | [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 | | [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 | | [Jeffrey Shiffra](https://find.wellspent.co/advisors/jeffrey-shiffra.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFA | 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 | | [Joseph Gilligan](https://find.wellspent.co/advisors/joseph-gilligan.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, 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 | ## 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) - [Estate planning in Scottsdale](https://find.wellspent.co/specialties/estate-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) ## 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).