Financial advisors for tax planning in Scottsdale, Arizona
Which financial advisor should I talk to about tax planning in Scottsdale?
For tax planning in Scottsdale, 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 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.
- Curtis Crossland Suttle Crossland Wealth Advisors, LLC, Scottsdale City Holds the EA and CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Clint Gossage CMG Financial Consulting, LLC, Scottsdale City Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Heather Townsend Townsend Financial, LLC, Scottsdale City Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Cody Cassidy TCI Wealth Advisors, Inc., Scottsdale City Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Bryan Wisda Almega Wealth Management LLC, Scottsdale City Holds the CFP. Fees on file: percentage of assets, hourly.
- Sean Babin Babin Wealth Management, Scottsdale City Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
How many fee-only financial advisors in Scottsdale work on tax planning?
The Wellspent public graph lists 78 fee-only advisors for tax planning in Scottsdale, at 28 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for tax planning in Scottsdale charge?
The most common fee among fee-only advisors for tax planning in Scottsdale is a percentage of assets, used by 92% of the 78 with fees on file. Many use more than one: 69% charge fixed fees and 36% 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 Scottsdale, 45% of the 78 advisors listed hold the CFP.
- EA1% in Scottsdale
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA4% in Scottsdale
- CPAs bring broad tax and accounting depth.
- CFP45% in Scottsdale
- The CFP connects tax decisions to the rest of the plan.
How do Scottsdale advisors for tax planning compare with the rest of the US?
69% of fee-only advisors for tax planning in Scottsdale 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 Scottsdale. 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 Scottsdale?
- 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 Scottsdale?
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 78 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 |
| 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 |
| 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 |
| 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 |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| Claire Thornton | Hyla Financial | Scottsdale | CFP, MST | Percentage of assets, Hourly |
| 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 |
| John Rowley | Faith Investor Services | Scottsdale | CFA | 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 |
| Joseph McCabe | Vestpointe Wealth Management | Scottsdale | CFP | Percentage of assets |
| Ryan Janus | Janus Financial | Scottsdale | CFP | Flat fee or retainer, One-time planning fee |
| Shane Farina | Box Hill Private Wealth | Scottsdale | CFP | Percentage of assets |
| 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 |
| 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 |
| 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 |
| 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 Lucas | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Matthew Miller | Elevate Investment Management | Scottsdale | CFA | Percentage of assets |
| Stephanie Schultz | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Tabitha Daly | Sensible Money | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| Elizabeth Stroup | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| Geoffrey Tran | Fortitude Family Office | Scottsdale | PFS | Percentage of assets, Hourly |
| Jeffrey Geiser | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
| John Glaudel | Verus Capital Partners | Scottsdale | Not listed | Percentage of assets, Hourly |
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