Financial advisors for retirement planning in Phoenix, Arizona
Which financial advisor should I talk to about retirement planning in Phoenix?
For retirement planning in Phoenix, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Joel Cundick of Savant Wealth Management, Prudence Zhu of Enso Financial and Jacob Molina of Styra Wealth Management.
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 City Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Prudence Zhu Enso Financial, Phoenix City Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Jacob Molina Styra Wealth Management, Phoenix City Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- George Kao Reach One Teach One Financial, Phoenix City Holds the CFP. Fees on file: percentage of assets, hourly.
- Raman Singh Singh PWM, Phoenix City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Bob Burger Disciplined Money, Phoenix City Holds the CFP. Fees on file: hourly, one-time planning fee.
How many fee-only financial advisors in Phoenix work on retirement planning?
The Wellspent public graph lists 26 fee-only advisors for retirement planning in Phoenix, at 23 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Phoenix charge?
The most common fee among fee-only advisors for retirement planning in Phoenix is a percentage of assets, used by 88% of the 26 with fees on file. Many use more than one: 46% charge by the hour and 35% charge a flat fee or retainer.
How much do fee-only financial advisors charge in Phoenix?
Fee-only financial advisors in Phoenix charge a median of $4,650 a year for ongoing planning. We found this across the published prices of 8 Phoenix firms.
How much does a one-time financial plan cost in Phoenix?
A one-time financial plan from a fee-only firm in Phoenix has a median price of $1,250. We found this across the published prices of 6 Phoenix firms.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP and CPA. In Phoenix, 85% of the 26 advisors listed hold the CFP.
- CFP85% in Phoenix
- The CFP covers income, tax, insurance, and estate decisions together.
- CPA12% in Phoenix
- CPAs help with the tax side of withdrawals.
How do Phoenix advisors for retirement planning compare with the rest of the US?
85% of fee-only advisors for retirement planning in Phoenix hold the CFP, compared with 46% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Phoenix. Light bars are all US advisors for retirement planning.
Does Arizona tax Social Security?
No. Arizona doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Phoenix?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Arizona tax each source of my retirement income?
How current is this list of fee-only advisors for retirement planning in Phoenix?
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 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alejandro Haas | Copper Square Private Wealth, LLC | Phoenix | CFP, CIMA | Flat fee or retainer, Ongoing planning fee |
| Prudence Zhu | Enso Financial | Phoenix | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer |
| George Kao | Reach One Teach One Financial | Phoenix | CFP, ChFC, CKA, CRPC | Percentage of assets, Hourly |
| Jacob Molina | Styra Wealth Management | Phoenix | CFP, CPA | Percentage of assets, Ongoing planning fee |
| 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 |
| Raman Singh | Singh PWM | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Cole Brooks | CRB Strategic Services LLC | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Gerhartz | Bridge The Gap Retirement Planners LLC | Phoenix | CFP, MSPFP, MSFP | Percentage of assets, Flat fee or retainer |
| Bob Burger | Disciplined Money | Phoenix | CFP | Hourly, One-time planning fee |
| Bryan Curry | Bridge The Gap Retirement Planners LLC | Phoenix | CFP | Percentage of assets, Flat fee or retainer |
| Dan VanDusen | Objective Wealth | Phoenix | CFP, MBA | Percentage of assets |
| Ben Poulos | B&E Financial Services | Phoenix | CFP, CRPC | Percentage of assets, Hourly |
| Shehara Wooten | Your Story Financial, LLC | Phoenix | CFP | One-time planning fee |
| Brian Rellihan | Wise Wealth Partners | Phoenix | CFP | Percentage of assets |
| Jonathan Bird | Farnam Financial | Phoenix | CFP | Percentage of assets |
| Michael Furois | The Planning Associates | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Phillips | Verus Capital Partners | Phoenix | CFP | Percentage of assets, Hourly |
| Michael Smith | ProFocus | Phoenix | CFP | Percentage of assets, Hourly |
| Garry Kachkovsky | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Kristian Fisher | Kachkovsky & Fisher | Phoenix | CFP | Percentage of assets, Hourly |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Garry Bishop | ProFocus | Phoenix | Not listed | Percentage of assets, Hourly |
| Arthur Doglione | Alpha Fiduciary Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Glenn Rossman | TrueWealth Financial Partners San Diego | Phoenix | Not listed | Percentage of assets, Fixed fees |
| David Walsvick | Walsvick Wealth Management | Phoenix | Not listed | Percentage of assets |
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