| Jonathan Bird | Farnam Financial | Phoenix | CFP | Percentage of assets |
| Michael Furois | The Planning Associates | Phoenix | CFP | Percentage of assets, Hourly |
| Sean Babin | Babin Wealth Management | Scottsdale | CFP | Ongoing planning fee, One-time planning fee |
| Steven Nelson | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Alicia Klein | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Brandon Hodgeson | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Chase Deters | Deters Wealth Management | Gilbert | CFP, ChFC | Ongoing planning fee |
| Daniel Cossette | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Heather McClain | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Jonathan Moore | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Joseph McCabe | Vestpointe Wealth Management | Scottsdale | CFP | Percentage of assets |
| Kevin Dunford | Boldin | Snowflake | CFP | Flat fee or retainer, Ongoing planning fee |
| Laura Barnard | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Michael Phillips | Verus Capital Partners | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Smith | ProFocus | Phoenix | CFP | Percentage of assets, Hourly |
| Randall Loemker | TruePath Financial Planning | Prescott | CFP | Hourly, Percentage of assets |
| Richard Wagner | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Ryan Janus | Janus Financial | Scottsdale | CFP | Flat fee or retainer, One-time planning fee |
| Rydan Case | Ironwood Wealth Management | Chandler | CFP, ChFC | Percentage of assets, Fixed fees |
| Sara Amparan | Deters Wealth Management | Gilbert | CFP | Ongoing planning fee |
| Shane Farina | Box Hill Private Wealth | Scottsdale | CFP | Percentage of assets |
| Shelby Newell | Ironwood Wealth Management | Chandler | CFP | Percentage of assets, Fixed fees |
| Thomas Curtis | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Alastair Stansfield | Rise Private Wealth Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Annalise Montgomery | Faith Investor Services | Scottsdale | Not listed | 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 |
| David Hamra | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Denis Smirnov | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Gabrielle Fitzwater | Dwyer Financial | Flagstaff | Not listed | Percentage of assets, Hourly |
| Garry Kachkovsky | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Jeffrey Matchett Robles | Gordian Advisors | Tucson | CFP | Percentage of assets, Hourly |
| Joel Bonnema | Bonnema Wealth Management | Scottsdale | CFP | Percentage of assets, Hourly |
| John Schmidt | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Kevin Howard | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Kristian Fisher | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Ricky Kelley | RD Kelley Financial Group | Tucson | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Aaron Randak | Golden Acre Wealth Management | Scottsdale | Not listed | Percentage of assets, One-time planning fee |
| Amy Shepard | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Caley Miller | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Charles Picerni | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Courtney Mason | CMC Advisors | Scottsdale | CFP | Percentage of assets, Hourly |
| Dana Anspach | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Daniel Langworthy | Fortress Financial Group | Scottsdale | Not listed | Percentage of assets |