Financial advisors for tax planning in Arizona
Which financial advisor should I talk to about tax planning in Arizona?
For tax planning in Arizona, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Curtis Crossland of Suttle Crossland Wealth Advisors, LLC, Clint Gossage of CMG Financial Consulting, LLC 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.
- Curtis Crossland Suttle Crossland Wealth Advisors, LLC, Scottsdale Holds the EA and CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Clint Gossage CMG Financial Consulting, LLC, Scottsdale Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Jacob Molina Styra Wealth Management, Phoenix Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Prudence Zhu Enso Financial, Phoenix Holds the CPA and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Heather Townsend Townsend Financial, LLC, Scottsdale Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Cody Cassidy TCI Wealth Advisors, Inc., Scottsdale Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Arizona work on tax planning?
The Wellspent public graph lists 163 fee-only advisors for tax planning in Arizona, at 75 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Arizona located?
Of the 163 fee-only advisors for tax planning in Arizona, 77 are in Scottsdale, followed by 23 in Phoenix and 20 in Tucson.
Plus 25 in other cities.
How do fee-only advisors for tax planning in Arizona charge?
The most common fee among fee-only advisors for tax planning in Arizona is a percentage of assets, used by 91% of the 163 with fees on file. Many use more than one: 60% charge fixed fees and 34% 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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Arizona, 52% of the 163 advisors listed hold the CFP.
- EA1% in Arizona
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA3% in Arizona
- CPAs bring broad tax and accounting depth.
- CFP52% in Arizona
- The CFP connects tax decisions to the rest of the plan.
How do Arizona advisors for tax planning compare with the rest of the US?
60% of fee-only advisors for tax planning in Arizona charge fixed fees, compared with 50% of the 5,860 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 tax planning.
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 should I ask a financial advisor about tax planning in Arizona?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Arizona tax alongside federal tax?
How current is this list of fee-only advisors for tax planning 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 163 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Anthony Syracuse Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s. | Dynamic Financial Planning, LLC | Scottsdale | CFP | One-time planning fee, Hourly |
| Paulo Lopes Hourly or flat-fee, tax-aware planning for DIY investors, high earners and business owners who want a second set of eyes. | Woodmont Financial Partners LLC | Mesa | CFP, JD | Subscription, One-time planning fee |
| Alejandro Haas | Copper Square Private Wealth, LLC | Phoenix | CFP, CIMA | Flat fee or retainer, Ongoing planning fee |
| Francisco Ayala | The Coleridge Group | Phoenix | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Heather Townsend | Townsend Financial, LLC | Scottsdale | CFP, CPA, BBA, RLP | Ongoing planning fee |
| Jordan Banning | Crafted Financial Planning | Glendale | CFP | Percentage of assets, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| Prudence Zhu | Enso Financial | Phoenix | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Clint Gossage | CMG Financial Consulting, LLC | Scottsdale | CFA, CFP, CPA | Ongoing planning fee |
| Curtis Crossland | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| Dustin Suttle | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, MBA, AAMS, CRPC | One-time planning fee, Ongoing planning fee |
| 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 |
| Raman Singh | Singh PWM | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Scott Newhouse | Forthright Finances | Scottsdale | CFP | Flat fee or retainer, Ongoing planning fee |
| Thomas Knowlton | Luminvest Wealth Management LLC | Scottsdale | CFP, CTFA, MBA | Percentage of assets |
| Trent White | Luminvest Wealth Management LLC | Scottsdale | CFP, JD | Percentage of assets |
| Chad Lawyer | Life Strategy Partners | Tucson | CFP, RICP | Percentage of assets, Ongoing planning fee |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| Cole Brooks | CRB Strategic Services LLC | Phoenix | CFP | Flat fee or retainer, Ongoing planning fee |
| Dallen Haws | Haws Financial Planning, LLC | Sierra Vista | CFP, MBA | Percentage of assets, Hourly |
| Michael Tarascio | Tarascio Financial Planning, LLC | Mesa | CFP | Percentage of assets, Fixed fees |
| Andrea Clark | The Table Financial Planning LLC | Fountain Hills | AFC, 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 |
| Claire Thornton | Hyla Financial | Scottsdale | CFP, MST | Percentage of assets, Hourly |
| Dan VanDusen | Objective Wealth | Phoenix | CFP, MBA | Percentage of assets |
| Marianne Nolte | Imagine Financial Services | Lake Havasu City | CFP | Percentage of assets, One-time planning fee |
| Matthew Fitzgerald | Holistic Planning | Sedona | CFP | Percentage of assets |
| Ben Poulos | B&E Financial Services | Phoenix | CFP, CRPC | Percentage of assets, Hourly |
| Kimberly Bridges | Bright Women Financial | Buckeye | Not listed | Percentage of assets, One-time planning fee |
| Bryan Wisda | Almega Wealth Management LLC | Scottsdale | CFP | 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 |
| Theodore Dwyer | Dwyer Financial | Flagstaff | CFP, ChFC | Percentage of assets, Hourly |
| Adam Harding | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Brian Rellihan | Wise Wealth Partners | Phoenix | CFP | Percentage of assets |
| Carson Kunkle | Harding Wealth | Tempe | CFP, ChFC | Percentage of assets, Fixed fees |
| David Young | Harding Wealth | Tempe | CFP | Percentage of assets, Fixed fees |
| Nicholas Lombardozzi | Kingdom Wealth Advisers | Gilbert | CFP | Percentage of assets, Fixed fees |
| Erica Ryberg | Montoya Wealth Management | Prescott | CFP | Percentage of assets, Hourly |
| Gregory Bradstreet | Farnam Financial | Peoria | CFP, CFA | Percentage of assets |
| John Rowley | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| Jonathan Bird | Farnam Financial | Phoenix | CFP | Percentage of assets |
| 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 |
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