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
Susan Koe
CFP®, MBA
EP Wealth Advisors
Peoria, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Prudence Zhu
MBA, CPA, CFP®, CFT™
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!
CJ Harrison
CFP®, AIF®
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.
George Kao
CFP®, CKA®, ChFC®, CRPC™®, MBA
Reach One Teach One Financial
Chandler, 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.
Austin Seifert
CFP®, CPWA®, RMA®
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Susan Anastasiadis
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Steven Mahan
CFA
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Matthew Shahin
CFP®, MBA
Falcon Wealth Planning, Inc.
Gilbert, AZ
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
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.
Dan VanDusen
CFP®, EA, TPCP®, 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
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.
Curtis Crossland
MBA, CFA, CFP®, EA
Suttle Crossland Wealth Advisors, LLC
Gilbert, 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.
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.
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.
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
Trent White
CFP®, JD, LLM
Luminvest Wealth Management LLC
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Focused Planning, Advanced Estate Planning
We specialize in building low-cost, well-diversified, tax-efficient portfolios that complement all aspects of your financial goals and objectives. Located in Scottsdale, Arizona, serving clients locally and across the country.
Mark Sanaiha
CFP®, CWS®
Macallen Capital
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
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.
Aaron Randak
CFP®, EA
Golden Acre Wealth Management
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Asset Management, Tax Strategies, Equity Compensation Planning, Navigating Inheritance, Estate & Legacy Planning
I help clients navigate money-in-motion moments like retirement, inheritances, and job changes with clear, tax-efficient investing and planning.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Chad Lawyer
CFP®, RICP®, AEP®, RSSA®, MS
Life Strategy Partners
Tucson, AZ
Specialties: Comprehensive Financial Planning, Tax-Smart Distribution Planning, Tax-Smart Accumulation Planning, Proactive Tax Planning, Social Security Optimization, Philanthropic Planning, Legacy and Estate Planning, Planning the Journey into Elderhood
I’m a fee-only wealth manager in Tucson helping diligent savers and retirees turn “Will our money really last?” into a clear, tax-smart retirement plan.
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).
Bryan Curry
CFP®
Bridge The Gap Retirement Planners LLC
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Gifting Strategies, Investment Management, Retirement Income Planning, Tax Planning, Social Security, Estate Planning
Retiree Focused Financial Planner located in Simi Valley, CA. We serve clients both locally and virtually across the country and specialize in navigating the intricacies of a successful retirement plan.
Joseph Weber
CFS®, CPFA®, AIF®, CDFA®, AAMS™
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.
Nathan Donohue
CFP®, RICP®, CLTC®, CLU®
Valence Wealth
Scottsdale, AZ
Specialties: Equity Compensation Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Tax planning, estate planning, and investment strategies for executives whose wealth is tied up in company stock. FLAT-FEE (not 0% of assets).
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.
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.
Lauren Mishra
PhD, CFP®, EA
Elion Financial, LLC
Tucson, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Risk Management and Insurance Planning, Business Planning
Tax Integrated Financial Planning. Comprehensive. Fiduciary. Flat Fee Only.
Neal Thompson
AIF®, CEPA®
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Bryan Wisda
CFP®, EA
Almega Wealth Management
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Tax Preparation, Generational Wealth Transfer
Integrated Fee-Only Wealth Management and Tax Planning for Families Who Think Generationally
Beau Kemp
CFP®, RMA®
Bugle Valley
Chandler, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Strategy, Investment Review and Recommendations, Tax Planning, Risk and Legacy Planning
Fee-only financial advisor helping clients with $1 million or more within 5 to 10 years of retirement, or already retired. Transparent and flexible fee options.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
Scott Johnson
CFP®, 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
Fee-Only Financial Planning and Investment Management Firm with offices in Mesa, AZ, Gig Harbor, WA, and Bozeman, MT. Expertise in working with business owners, professionals, non-profits, and families seeking to grow and preserve wealth.
Jacob Molina
CPA, CFP®
Styra Wealth Management
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security, Tax Planning, Tax Preparation, Estate Planning
Phoenix CPA and CFP® professional working with people who are within about five years of retirement or already moving into it. Retirement income, taxes, Social Security, and investments handled together, in one ongoing relationship.
Andrea Clark
CFP®, AFC®, MQFP
The Table Financial Planning LLC
Fountain Hills, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Fountain Hills, AZ, virtually serving clients in Phoenix, Scottsdale, Tempe, Mesa, Chandler, and across the country.
Charles Rossi
M.S., M.Tax, CFA, CFP®, ChFC®, CPWA®, CIMA®, AEP®, CAP®, 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
We are CEFEX Certified to a Global Fiduciary Standard to provide integrated wealth management services for high net worth clients. We have served clients across the U.S. from Scottsdale, AZ for more than 20 years. Fiduciary and Fee-Only.
Lucas Wennersten
CFA, CFP® (Canada & USA)
49th Parallel Wealth Management
Scottsdale, 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.
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.
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.
Craig Mccrory
CFA
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Kris Lyons
CFP®, ChFC®, CWS®, AAMS™
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.
Maarten Kerstens
CFP®
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Kevin O'Reilly
CFP®
EP Wealth Advisors
Chandler, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
Addison Adelberg
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.
Paulo Lopes
CFP®, JD
Woodmont Financial Partners LLC
Mesa, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Strategy, Equity Compensation Planning, Estate & Charitable Planning, Small Business Planning, Retirement Income Planning, Values-Aligned Investing
Helping You Achieve Financial Success with Hourly Advice and Planning. Tax Efficient Financial Planning & Values-Aligned Investment Advice.
Vincent Rossi
M.S., 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
We are CEFEX Certified to a Global Fiduciary Standard to provide integrated wealth management services for high net worth clients. We have served clients across the U.S. from Scottsdale, AZ for more than 20 years. Fiduciary and Fee-Only.
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.
Donna Woodruff
CFP®, AIF®
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
I’m a fee-only wealth manager in Tucson helping hard-working families turn “Are we going to be okay in retirement?” into a clear, confident plan.
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
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
Andrew Worley
CFP®, AIF®
WorthWhile Wealth Council
Sedona, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Generational Wealth Planning
Fee-only financial planning and investment management for retirees and those serious about saving for retirement. Located in Johnson City, Tennessee, and Sedona, Arizona, serving clients locally and across the country.
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.
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
Raman Singh
CFP®, EA
Singh PWM
Phoenix, AZ
Specialties: Retirement Income Planning, Tax Planning, Investment Management, Income Planning, Estate Planning, Business Exit Planning, Cash Flow Planning, Comprehensive Financial Planning, Major Life Events Planning, Risk Management Planning
CFP® & Enrolled Agent | Retirement Income + In-House Tax Planning | Flat-Fee Fiduciary | 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.
Dustin Suttle
MBA, CFP®, AAMS™®, CRPC™®
Suttle Crossland Wealth Advisors, LLC
Gilbert, 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
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
We are CEFEX Certified to a Global Fiduciary Standard to provide integrated wealth management services for high net worth clients. We have served clients across the U.S. from Scottsdale, AZ for more than 20 years. Fiduciary and Fee-Only.
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.
Anthony Syracuse
CFP®
Dynamic Financial Planning LLC
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Management, Insurance Planning
Fee-Only Financial Planning for High-Earning Families and Tech Professionals in Scottsdale, AZ.
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)
