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Financial advisors for tax planning in Arizona

All 163 advisors

Fee-only advisors for tax planning in Arizona: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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
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
Jeffrey Matchett Robles Gordian Advisors Tucson 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
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
Cean Kenefick-Rogers WLTH Capital Management Chandler CFP, CFA Percentage of assets, Fixed fees
Charles Picerni Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Corey Bird Fortitude Family Office Scottsdale CFP Percentage of assets, Hourly
Dana Anspach Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Edward Heintz Heintz Wealth Management Scottsdale CFP Percentage of assets, Hourly
Kathleen Mealey Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Kyle Erickson Elevate Investment Management Scottsdale CFA Percentage of assets
Matthew Harrison Attessa Capital Tucson CFP, CFA Percentage of assets
Matthew Lucas Fortitude Family Office Scottsdale CFP Percentage of assets, Hourly
Matthew Miller Elevate Investment Management Scottsdale CFA Percentage of assets
Peter Shannon eBIS Phoenix CFP, CFA Percentage of assets, Hourly
Stephanie Schultz Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Tabitha Daly Sensible Money Scottsdale CFP Percentage of assets, Fixed fees
Adam Skousen Harvard Avenue Gilbert Not listed Percentage of assets
Brandon Montoya Montoya Wealth Management Prescott Not listed Percentage of assets, Hourly
David Shelton Harvard Avenue Gilbert Not listed Percentage of assets
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees