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
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
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.
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.
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
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.
Beau Kemp
CFP®, RMA®
Switchpoint Financial Planning LLC
Chandler, AZ
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning
Fee-Only financial planner located in Chandler, 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.
Elias Young
CFP®
Independence Financial Planning
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
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
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
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.
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.
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.
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
Clear advice and calm confidence to build a sustainable financial plan that supports your life — not the other way around.
Samuel Swift
CFP®, CFA®, AIF®
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Mickey Abeshaus
CFP®, MD
TCI Wealth Advisors
Flagstaff, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Chad Lawyer
CFP®, RICP®, AEP®, RSSA®
Life Strategy Partners
Tucson, AZ
Specialties: Comprehensive Financial Planning, Tax-Smart Distribution Planning, Proactive Tax Planning, Social Security Optimization, Philanthropic Planning, Legacy and Estate Planning, Planning the Journey into Elderhood
As a Fee-Only Wealth Manager focused on retirees, I design tax-smart distribution plans, optimize Social Security claiming, and seamlessly integrate proactive tax planning strategies into our client's retirement plans.
Monique Pressley
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
Become a better CEO of your wealth. We can help. We offer our family office services for clients starting at $5,000,000. Fiduciary Fee-Only Family Wealth Advisor located in Scottsdale, Arizona serving clients across the U.S.
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
Justin Smith
CAP®, CFA®, CFP®
Savant Wealth Management
Scottsdale, AZ
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Vanessa Lee
CPA, MBA, CFP®
TCI Wealth Advisors
Scottsdale, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
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.
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.
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
Prudence Zhu
MBA, CPA, CFP®, RLP®
Enso Financial
PHOENIX, AZ
Specialties: Comprehensive Financial Planning, Asset Management, Tax Planning, Estate Planning , Insurance Planning , Life Planning
Empowering YOU to Live a Life Without Regrets or Guilt - Start Today with a Solid Financial Plan Aligned to Your Values!
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.
Vincent Rossi
MS, 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
Become a better CEO of your wealth. We can help. We offer our family office services for clients starting at $5,000,000. Fiduciary Fee-Only Family Wealth Advisor located in Scottsdale, Arizona serving clients across the U.S.
Scott Styrmoe
CPA, CFP®, MBA
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
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
Justin Rodriguez
CFP®
TCI Wealth Advisors
Scottsdale, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
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 retirees and near-retirees locally and across the country
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.
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
David Edmisten
CFP®
Pure Financial Advisors
Prescott, AZ
Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Cash Flow Anaylsis, Risk Management Consulting, Estate Planning, Tax Planning, Investment Planning, Retirement Workshops and Classes
Experience the Pure Difference. With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals.
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
I work with professionals in... Tech managing equity compensation... Healthcare balancing career & wealth building... Business ownership seeking integrated tax & financial strategies.
Bob Burger
CFP®
Disciplined Money
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Risk Management Planning, Retirement Income Planning, Tax Strategizing, College Education Planning
HOURLY FEE ONLY! Are you looking for retirement guidance without the sales pitch and high fees? We offer financial planning and investment management based on hours rather than commissions or a percentage of assets managed. Sound interesting?
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
Andy Gerhartz
CFP®, MSPFP
Bridge The Gap Retirement Planners LLC
Phoenix, AZ
Specialties: Detailed Financial Planning, Retirement Income Planning, Investment Management, Comprehensive Tax Planning, Social Security Decisions, Estate Planning
Retirement Planner and Fiduciary, located in Phoenix, AZ serving retirees and near retirees both locally and across the country. Specializing in retirement planning, comprehensive tax planning, and portfolio management.
Lily Graves
CFP®, CSRIC™
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
George Kao
CFP®, CKA®, 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.
Ananda Das
CFP®
Life Strategy Partners
Tucson, AZ
Specialties: Comprehensive Financial Planning, Tax-Smart Asset Location Planning, Proactive Tax Planning, Inheritance Income Planning, Employee Benefit Optimization, Financial Coaching
As a Fee-Only Wealth Manager focused on wealth accumulation, I design tax-smart asset location plans, provide effective financial coaching, develop inheritance income strategies, and optimize employee benefits for our client's retirement plans.
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
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.
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.
Jennifer Rossi
ChFC®
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
Become a better CEO of your wealth. We can help. We offer our family office services for clients starting at $5,000,000. Fiduciary Fee-Only Family Wealth Advisor located in Scottsdale, Arizona serving clients across the U.S.
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).
Charles Rossi
MS, MTax, CFP®, ChFC®, CPWA®,CIMA®, 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
Become a better CEO of your wealth. We can help. We offer our family office services for clients starting at $5,000,000. Fiduciary Fee-Only Family Wealth Advisor located in Scottsdale, Arizona serving clients across the U.S.
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.
Raman Singh
CFP®
Singh PWM
Phoenix, AZ
Specialties: Retirement Income Planning, Tax Planning, Income Planning, Estate Planning, Business Exit Planning, Investment Management, Cash Flow Planning, Comprehensive Financial Planning, Major Life Events Planning, Risk Management Planning
Guiding Pre-Retirees and Business Owners 50+ to Retire with Confidence — Your Flat-Fee Fiduciary, CFP® Pro Since 2016
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
John Stephens
MD, CFA®, CFP®, MBA
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Lucas Wennersten
CFA, CFP® (Canada & USA)
49th Parallel Wealth Management
Surprise, AZ
Specialties: Cross-Border Financial Planning, Business Planning and Succession, Investment Management, Retirement Income Planning, Education Planning, Tax Optimization, Estate Planning, Risk Management/Insurance Planning, Charitable Giving and Philanthropy, Cash Flow and Debt Management
We design personalized financial planning and investment management services for clients in the United States, including those from Canada. Our specialty is navigating cross-border complexities for those managing income and assets in both countries.
Curtis Westrich
CFP®
Providers Wealth LLC
Chandler, AZ
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Advisory Services, Retirement Planning
Flat-fee advisory services. Retirement Planning. Financial Planning. Investments.
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
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
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.
Michael Rossi
MS, MTax, CFA, CFP®, ChFC®, CIMA®, 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
Become a better CEO of your wealth. We can help. We offer our family office services for clients starting at $5,000,000. Fiduciary Fee-Only Family Wealth Advisor located in Scottsdale, Arizona serving clients across the U.S.
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.
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 Certified Financial Planner™ Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.
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
Cody Cassidy
CFP®
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Jordan Naffa
MBA, MS-PFP, 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.
Scott Bennett
CFP®
TCI Wealth Advisors
Tucson, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
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)
