What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Arizona area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Arizona Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Kevin O'Reilly
CFP®
EP Wealth Advisors
Phoenix, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Dustin Suttle
MBA, CFP®, AAMS®, CRPC®
Suttle Crossland Wealth Advisors, LLC
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Francisco Ayala
CFA®, CFP®, MBA
The Coleridge Group, LLC
Phoenix, AZ
Specialties: Financial Life Planning, Cash Flow Management, Debt Management, College Education Planning, Employer Benefits Selection, Investment Management, ESG and Sustainability Investing, Tax Planning, Estate and Gift Planning
Live free of consumerism, give generously, be a good human.
Lois Carrier
CFP®, AIF®
WorthWhile Wealth Council
Sedona, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Certified Financial Planner™ professional. Serving clients nationwide virtually from East to West and locally with offices in Johnson City, TN and Sedona, Arizona.
Matthew Benson
CFP®
Sonmore Financial
Chandler, AZ
Specialties: Comprehensive Financial Planning, Retirement Planning, Tax Planning, Investment Management, Charitable Planning
Serving retirees and tech professionals in the Phoenix, AZ area and clients across the country.
Susan Koe
CFP®, MBA
Better Money Decisions
Peoria, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Phoenix, Arizona serving clients locally and across the country
Justin Rodriguez
CFP®
TCI Wealth Advisors
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Dan VanDusen
CFP®, MBA
Objective Wealth
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Phoenix, AZ, serving clients locally and across the country virtually
Charles Rossi
MS, MTax, CFP®, ChFC®, CTFA, AIF®
Intelligent Capitalworks
Scottsdale, AZ
Specialties: Wealth Planning Advice, Investment Management, Tax Planning and Strategy, Retirement Planning, Exit Planning for Business Owners, Risk and Insurance Planning, Budget and Expense Management, Cash and Liquidity Management, Trust and Estate Planning, Trust Advisory Services, Philanthropic and Legacy Planning
Fiduciary Fee-Only Financial Advisor located in Scottsdale, Arizona serving clients across the US | $2,000,000 Investment Minimum
David Fernandez
CFP®
Wealth Engineering, LLC
Glendale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving Scottsdale, Phoenix and Glendale, AZ areas.
David Grant
CFP®
Retirement Matters
Mesa, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Life Planning
Fee-Only Financial Planner helping AbbVie executives optimize their financial life
Cody Cassidy
CFP®
TCI Wealth Advisors
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Bryan Wisda
CFP®
Almega Wealth Management
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Charitable Giving
Fee-Only financial planner with offices in Scottsdale, AZ, Greenville KY, and Mount Airy NC serving clients locally and across the country.
Jordan Banning
CFP®
Crafted Financial Planning
Glendale, AZ
Specialties: Comprehensive Financial Planning, Strategic Investment Management, Proactive Tax Optimization, Purposeful Retirement and Legacy Planning, Integrated Philanthropic Planning, Bespoke Insurance & Risk Management
Tax-Efficient Planning for Millennials in Tech and Medicine • Employees Receiving Equity-Based Compensation • Tax-Conscious Business Owners • High-Earners Focused on Balancing Today’s Lifestyle Goals with Tomorrow’s Aspirations
Prudence Zhu
MBA, CPA/PFS™
Enso Financial
PHOENIX, AZ
Specialties: Comprehensive Financial Planning, Asset Management, Tax Planning, Estate Planning , Insurance Planning , Life Planning
Crafting your path to financial freedom with expert tax strategy and tailored financial plan.
Mike McGinley
CFP®, AIF®
EP Wealth Advisors
Chandler, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Bill Holliday
CFP®, AIF®, CSRIC®™
AIO Financial
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning
Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing (ESG Investing).
George Kao
CFP®, ChFC®, CRPC®, MBA
Reach One Teach One Financial
Phoenix, AZ
Specialties: Biblically-based Planning, Comprehensive Financial Planning, Investment Management, Kingdom-Focused Giving, Life Planning, Tax Planning, College Education Planning
Biblically-based, fee-only financial planner located in Chandler, AZ, serving local and national clients who have a kingdom-driven mindset to best steward their resources.
Adrian Larson
EP Wealth Advisors
Phoenix, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Timothy Quinn
CFP®, CPA/PFS
Quinn Financial Planning, LLC
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner (TM), CPA serving Chicago, IL, Scottsdale and Chandler, AZ areas.
Michael Rossi
MS, CFA, CFP®, ChFC®, AIF®
Intelligent Capitalworks
Scottsdale, AZ
Specialties: Wealth Planning Advice, Investment Management, Tax Planning and Strategy, Retirement Planning, Exit Planning for Business Owners, Risk and Insurance Planning, Budget and Expense Management, Cash and Liquidity Management, Trust and Estate Planning, Trust Advisory Services, Philanthropic and Legacy Planning
Fiduciary Fee-Only Financial Advisor located in Scottsdale, Arizona serving clients across the US | $2,000,000 Investment Minimum
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Gilbert, AZ
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Jordan Naffa
MBA, MSPFP, CFP®
Arista Wealth Management
Scottsdale, AZ
Specialties: TAX Planning, Social Security Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Insurance Planning, Restricted Stock Units, Deferred Compensation, 401(k), Cash Balance Plans
Fee-Only financial planner located in Las Vegas, NV, Scottsdale, AZ and Draper, UT. We focus on your wealth so you can focus on your dreams.
Mickey Abeshaus
CFP®, MD
TCI Wealth Advisors
Flagstaff, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Flagstaff, AZ, serving clients locally and across the country
Scott Bennett
CFP®
TCI Wealth Advisors
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Bob Burger
CFP®, CDFA®
Disciplined Money
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Risk Management Planning, Retirement Income Planning, Tax Strategizing, College Education Planning
Fee-Only Financial Planner serving the Phoenix, AZ area.
Stephen Hazel
RLP®, CFP®, MBA, CeFT®, EA
Magnificent Life Financial Planning
Tempe, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Fee-Only Financial Planner with offices in Tempe and Scottsdale, AZ, serving clients locally and across the country
David Edmisten
CFP®
Next Phase Financial Planning
Prescott, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Prescott, AZ, helping corporate employees in their 50's and 60's retire confidently locally and across the country
Bryan Curry
CFP®
Bridge The Gap Retirement Planners LLC
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security
Retirement Focused financial planner located in Simi Valley, CA, serving clients locally, in Phoenix, AZ, and across the country
Robinson Crawford
CFP®
Montebello Avenue
Phoenix, AZ
Specialties: (Early) Retirement Planning, Investments, Employee Equity & IPOs, Tax Strategies, Credit, Debt, & Student Loans, Executive Compensation
Financial planner based in Phoenix, Arizona specializing in early retirement, equity compensation, and large capital gain planning. Proudly fee-only since 2017.
Andy Gerhartz
CFP®, MSPFP
Bridge The Gap Retirement Planners LLC
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security
Retirement focused financial planner located in Phoenix, AZ, serving clients locally, in Southern CA, and virtually across the country.
Lily Styrmoe
CFP®, CSRIC®™
TCI Wealth Advisors
Tucson, AZ
Specialties: Comprehensive Financial Planning, Social/ Sustainable Investing, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Denis Smirnov
CFP®
Gordian Advisors, LLC
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Curtis Crossland
MBA, CFA, CFP®, EA
Suttle Crossland Wealth Advisors, LLC
Scottsdale, AZ
Specialties: Retirement Planning, Retirement Income Planning, Tax Planning, Comprehensive Financial Planning, Investment Management
I help people in and near retirement build a tax efficient future. I want you to keep more of what you've earned, build a bigger legacy, and pay less in taxes.
Trent White
CFP®, JD, LLM
Luminvest Wealth Management
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Focused Planning, Advanced Estate Planning
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
James Dwyer
CFP®, AIF®
EP Wealth Advisors
Chandler, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Scott Styrmoe
CPA, CFP®, MBA
TCI Wealth Advisors
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.
Raman Singh
CFP®
Singh PWM
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Tax Planning, Investment Management, Stock Options Planning, College Education Planning, Major Life Events Planning, Retirement Income Planning, Risk Management Planning
Helping busy HENRYs who have complexities with their finances by educating them on making confident financial decisions
Vanessa Lee
CPA, MBA, CFP®
TCI Wealth Advisors
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Tom Knowlton
CFP®, MBA, CTFA
Luminvest Wealth Management
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Cortney Giles
MBA, CFP®, EA, CRPC®
Archstone Wealth Advisors, LLC
Chandler, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chandler, AZ, serving clients locally and across the country
David L. Maurice
CFP®
WorthWhile Wealth Council
Sedona, AZ
Specialties: Comprehensive Financial Planning, Retirement Planning and Income Distribution Management, Tax Intelligent Investment Management, College Education Planning, Generational Wealth Planning, Philanthropy
Fee-Only, Certified Financial Planner™ professional. Serving clients nationwide virtually from East to West and locally with offices in Johnson City, TN and Sedona, Arizona.
Cheryl Krueger
CFP®
CGN Advisors, LLC d/b/a Growing Fortunes Financial Partners
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning
Please note, we are not taking new clients at this time. Independent Fee-Only Financial Planner With Offices in Inverness, IL and Phoenix, AZ
Neal Van Zutphen
M.S., CFP®, FBS®, CRPC®
Intrinsic Wealth Counsel
Tempe, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving Clients Throughout the Country and the Phoenix Metro Area for over 30 years
Shannon Grey
CFP®, CRPC®, MPAS®
InvestEdge Planning
Peoria, AZ
Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Legacy Planning, Managing Debt, Equity Compensation
Fee-Only financial planner virtually serving Midlife professionals, Women, Retirees, and Families. Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.
M.J. Nodilo
AIF®
EP Wealth Advisors
Phoenix, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
John Stephens
MD, CFA®, CFP®, MBA
TCI Wealth Advisors
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.
Scott Johnson
CFP®, CPFA, AIF®
DecisionPoint Financial, LLC
Mesa, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k), 457(b), 403(b) & Cash Balance Plans
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Port Orchard, Tacoma, Puyallup, Graham, and Olympia.
Andrea Clark
CFP®, AFC®
The Table Financial Planning LLC
Fountain Hills, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Fountain Hills, AZ, serving clients locally and across the country virtually
Samuel Swift
CFP®, CFA®, AIF®
TCI Wealth Advisors
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Vincent Rossi
MSFS, CFP®, CIMA®, AEP®, CAP®, CLU®, AIF®
Intelligent Capitalworks
Scottsdale, AZ
Specialties: Wealth Planning Advice, Investment Management, Tax Planning and Strategy, Retirement Planning, Exit Planning For Business Owners, Risk and Insurance Planning, Budget and Expense Management, Cash and Liquidity Management, Trust and Estate Planning, Trust Advisory Services, Philanthropic and Legacy Planning
Fiduciary Fee-Only Financial Advisor located in Scottsdale, Arizona serving clients across the US. | $2,000,000 Investment Minimum
Patricia Raskob
EA, ATA
Raskob Kambourian Financial Advisors
Tucson, AZ
Specialties: Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, preparation and representation
Fee-Only Financial Advisor serving the Tucson, AZ area.
Matt Daley
CFP®, AIF®
DecisionPoint Financial
Mesa, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Port Orchard, Tacoma, Puyallup, Graham, and Olympia.
Joseph Weber
CFS, CPFA®, AIF®, CDFA®
Integrated Financial Solutions, PLLC
Gold Canyon, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401k Solutions, College Education Planning
Fee-Only financial planner located in Tempe with offices in Mesa, Gold Canyon, AZ. Serving clients locally and across the U.S.
Anthony Syracuse
CFP®
Dynamic Financial Planning
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Management, Insurance Planning
A fee-only financial planning firm focused on assisting tech professionals on their path to financial prosperity. Located in Scottsdale, AZ, serving clients locally and across the country.
CJ Harrison
CFP®, AIF®, CPFA
DecisionPoint Financial, LLC
Mesa, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k), 457(b), & Cash Balance Plans
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Tacoma, Port Orchard, Puyallup, Graham, and Olympia.
Ryan Kuhn
CFP®, MS
EP Wealth Advisors
Phoenix, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
John Boyd
CFP®
MDRN Wealth
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, Estate Planning
We offer tax prep & planning, investment management, and more. Minimum fees: $4,500 for individuals, $5,500 for couples.
Jonathan Bird
CFP®, CWS®
Farnam Financial
Phoenix, AZ
Specialties: Retirement Income Planning, Tax Planning, Investment Management, Comprehensive Financial Planning, College Education Planning
Fee-Only financial planner located in Phoenix serving retirees and near-retirees throughout Arizona and across the country.
Brian Wruk
MBA, CFP® (US), CFP® (Canada), CIM, TEP
Transition Financial Advisors Group, Inc.
Gilbert, AZ
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
