Financial advisors for family wealth transfer in Scottsdale, Arizona

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.

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.

See every fee-only advisor fee in Arizona

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.

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?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
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 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.