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
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
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.
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
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.
Joseph Weber
CFS, AAMS®, CPFA, AIF®
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.
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.
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
Sara Zuckerman
MBA, CFP®, CDFA®
Reset Financial Planning
Scottsdale, AZ
Specialties: Divorce Planning, Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Scottsdale, AZ, serving women in transition due to divorce or loss of a spouse, locally and across the country
Connie Brezik
CFP®, CPA/PFS
Buckingham Strategic Wealth
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning, Risk Management
Forever standing on the side of our clients. Offices in Casper, WY and Scottsdale, AZ
Brenda Janikowski
CFP®
Buckingham Strategic Wealth
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning, Risk Management, Family Loss
Forever standing on the side of our clients.
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
Trent White
CFP®, JD, LLM
Omnia Wealth Management LLC
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
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.
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.
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
George Kiraly
CFP®, MBA
LodeStar Advisory Group, LLC
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Naples, FL and Scottsdale, AZ, serving clients locally and across the country
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.
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
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
David L. Maurice
CFP®
WorthWhile Wealth Council
Sedona, AZ
Specialties: Comprehensive Financial Planning, Retirement Planning and Income Distribution Management, Tax Intelligent Investment Management, Socially Responsible Investing, College Education Planning, Charitable and Generational Wealth 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.
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
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
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.
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
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 IL and AZ residents transition into retirement.
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
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.
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.
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
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.
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
Kevin O'Reilly
CFP®
Foothills Financial Planning
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, Estate Planning
Fee-Only financial planner located in Phoenix, AZ, serving clients locally and across the country
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
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
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.
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).
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
Anthony Syracuse
CFP®
Dynamic Financial Planning
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Management, Insurance Planning
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Michael Grosso
CFP®
TCI Wealth Advisors
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax and Estate Planning, Employee Stock Options
Fee-Only CERTIFIED FINANCIAL PLANNER located in 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
Michael Rossi
CFP®, MIMFA
Intelligent Capitalworks
Scottsdale, AZ
Specialties: We invest our time, talent, energy and resources on behalf of our clients, helping them better manage their financial lives and their investments, and helping them achieve the goals they set in their plans.
Fiduciary Fee-Only Financial Advisor located in Scottsdale, Arizona serving clients across the US | $2,000,000 Investment Minimum
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.
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
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.
Douglas Nelson
CPA, PFS
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 Reno, NV, serving clients 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
Vincent Rossi
CFP®, MSFS
Intelligent Capitalworks
Scottsdale, AZ
Specialties: We invest our time, talent, energy and resources on behalf of our clients, helping them better manage their financial lives and their investments, and helping them achieve the goals they set in their plans.
Fiduciary Fee-Only Financial Advisor located in Scottsdale, Arizona serving clients across the US. | $2,000,000 Investment Minimum
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
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.
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.
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.
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
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
Charles Rossi
CFP®, CTFA, AIF®, MTax, MIMFA
Intelligent Capitalworks
Scottsdale, AZ
Specialties: We invest our time, talent, energy and resources on behalf of our clients, helping them better manage their financial lives and their investments, and helping them achieve the goals they set in their plans.
Fiduciary Fee-Only Financial Advisor located in Scottsdale, Arizona serving clients across the US | $2,000,000 Investment Minimum
Kyle Larson
CFP®
TCI Wealth Advisors
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Stock Compensation/Employee Benefit Planning, Annuity & Insurance Planning
Fee-Only financial planner working with clients in Tucson & Phoenix-Scottsdale, AZ - serving clients locally and across the country
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.
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
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.
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)
