Financial advisors for founders in Arizona
Which financial advisor should I talk to as a founder in Arizona?
For founders in Arizona, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Joel Cundick of Savant Wealth Management, Lucas Wennersten of 49th Parallel Wealth Management, LLC and Heather Townsend of Townsend Financial, 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 CPA, CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Lucas Wennersten 49th Parallel Wealth Management, LLC, Scottsdale Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Heather Townsend Townsend Financial, LLC, Scottsdale Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Peter Shannon eBIS, Phoenix Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- William Lee ARQ Wealth Advisors, Scottsdale Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Caleb Huftalin Ridgeline Private Wealth, Mesa Holds the CFP. Fees on file: ongoing planning fee.
How many fee-only financial advisors in Arizona work with founders?
The Wellspent public graph lists 42 fee-only advisors for founders in Arizona, at 23 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for founders in Arizona located?
Of the 42 fee-only advisors for founders in Arizona, 23 are in Scottsdale, followed by 5 in Phoenix and 5 in Mesa.
Plus 5 in other cities.
How do fee-only advisors for founders in Arizona charge?
The most common fee among fee-only advisors for founders in Arizona is a percentage of assets, used by 90% of the 42 with fees on file. Many use more than one: 67% charge fixed fees and 26% 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 founders have?
For founders, look for the CPA, CFP and CFA. In Arizona, 45% of the 42 advisors listed hold the CFP.
- CPA5% in Arizona
- CPAs can model deal structure and the tax on proceeds.
- CFP45% in Arizona
- The CFP covers life after the exit, not only the sale.
- CFA19% in Arizona
- The CFA helps with investing a large sum at once.
How do Arizona advisors for founders compare with the rest of the US?
26% of fee-only advisors for founders in Arizona charge by the hour, compared with 46% of the 3,000 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 founders.
Does Arizona tax income on top of federal tax?
Yes. Arizona has a state income tax, so a financial plan for a Arizona resident should project it alongside federal tax.
What happens to stock pay if you move to or from Arizona?
States often tax stock pay based on where you worked between grant and vesting, so a move to or from Arizona can split that income across states. Tell any advisor about moves during a vesting period.
What should I ask a financial advisor as a founder in Arizona?
- How many clients have you taken through an exit, and at what size?
- How would you check whether my shares qualify for QSBS?
- What should I do before a term sheet that I can't do after?
- How would you invest the proceeds in the first year?
- How will you plan for Arizona tax alongside federal tax?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for founders 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 42 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Michael Tarascio | Tarascio Financial Planning, LLC | Mesa | CFP | Percentage of assets, Fixed fees |
| Dale Shafer Ii | Life Moves Wealth Management, LLC | Scotttsdale | CFP, APMA, CDFA | Ongoing planning fee |
| David Rosenthal | Wealth Management Solutions | Scottsdale | CFP, MBA | 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 |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| 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 |
| Caleb Huftalin | Ridgeline Private Wealth | Mesa | CFP | Ongoing planning fee |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Jadon Dailey | Kera Capital | Mesa | Not listed | Percentage of assets, Hourly |
| Jasmine Miller | Kilter Group | Peoria | Not listed | Percentage of assets, Fixed fees |
| Carly Denial | ARQ Wealth Advisors | Scottsdale, Az 85260 | Not listed | Percentage of assets, Fixed fees |
| Corbin Hixson | Alpha Squared Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
| Guy Chadwick | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
| 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 |
| Kaitlin Krozel | Krozel Capital | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Michael Hibbs | Third Stanza Group | Cave Creek | Not listed | Percentage of assets |
| 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 |
| Amanda Wray | Next Up Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Hourly |
| Carter Pearl | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Daniel Flack | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| William Eberhard | Ridgeline Private Wealth | Mesa | Not listed | Ongoing planning fee |
| Valerie Mihailovic | Intrinsic Value Partners | Peoria | Not listed | Percentage of assets, Hourly |
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