Fee-Only Financial Planners in Arizona

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Arizona:

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

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.

Kyle Geschwender

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.

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.

I can work with clients anywhere!

James Sweeney

CFA®, CFP®, MBA

Switchpoint Financial Planning

Mesa, AZ

Specialties: Retirement Income Planning, Investment Management, Tax Planning,

Fee-Only Financial Planner located near Salt Lake City, Utah and serving clients 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.

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.

Val Mendoza

AIO Financial

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

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

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

I can work with clients anywhere!

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.

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

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.

James Dwyer

CFP®, AIF®

EP Wealth Advisors

Chandler, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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.

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 across the country.

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

Adrian Larson

EP Wealth Advisors

Phoenix, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Thatcher Taylor

CFP®

ProPath Financial

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

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.

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

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 Newhouse

CFP®

Forthright Finances

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

Carol Bell

CFP®, MBA

Better Money Decisions

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 in-person in the Phoenix Metro Area and virtually across the country

Francisco Ayala

CFA®, CFP®, MBA

The Coleridge Group, LLC

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

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

Michael Rossi

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.

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

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.

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, Short Hills, NJ and Scottsdale, AZ, serving clients locally and across the country

Neal Van Zutphen

M.S., CFP®, FBS®

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

Bob Burger

CFP®, CDFA®

Disciplined Money

Phoenix, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the Phoenix, AZ area.

I can work with clients anywhere!

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.

Patricia Raskob

CFP®, 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.

Lynn Dunston

CFP®, EA, M.Div., Th.M.

Moneta

Phoenix, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Denver, CO, 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.

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

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

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

Ryan Kuhn

CFP®, MS

EP Wealth Advisors

Phoenix, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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.

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.

Kataya Plett

WMS™

AIO Financial

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

I can work with clients anywhere!

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

Mike McGinley

CFP®, AIF®

EP Wealth Advisors

Chandler, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Craig Ritter

CFP®

Continuum Wealth Management

Scottsdale, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Fee-Only, Fiduciary Financial Advisor serving Scottsdale and Phoenix, AZ.

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

Curtis Crossland

MBA, CFA®, CFP®, EA

Suttle Crossland Wealth Advisors, LLC

Scottsdale, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning

Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country

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

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.

Susan Koe

CFP®

Better Money Decisions

Scottsdale, 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

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

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.

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

Carol Friedhoff

CFP®, EA, PMP, MS

Savvy Outcomes

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Tucson, AZ and Westlake and Dublin, OH

Rachel McCullough

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

Charles Rossi

CFP®, CTFA, AIF®

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.

M.J. Nodilo

AIF®

EP Wealth Advisors

Phoenix, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Cheryl Krueger

CFP®, RICP®

Growing Fortunes Financial Partners LLC

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 Schaumburg, IL and Phoenix, AZ

Shawn Best

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

Logan Murray

CFP®, EA, RICP®

Pocket Project LLC

Tempe, AZ

James Schwartz

CFP®, RICP®

Strategic Wealth Advisors, LLC

Scottsdale, AZ

Melissa Kemp

Premium Administration LLC

Scottsdale, AZ

Robinson Crawford

CFP®

Montebello Avenue

Phoenix, AZ

Alejandro Haas

Copper Square Private Wealth, LLC

Phoenix, AZ

Matthew Murphy

Murphy Capital Advisors, LLC

Goodyear, AZ

Jonathan Bird

CFP®, CWS®

Farnam Financial

Phoenix, AZ

David Rosenthal

MBA CFP®

Wealth Management Solutions

Scottsdale, AZ

Elias Young

CFP®

Wellspring Financial Partners

Tucson, AZ

Michael Larriva

Perspective Financial Services, LLC

Phoenix, AZ

Lori Booth-Houle

CPA, CFP®

TCI Wealth Advisors, Inc.

Tucson, AZ

Steven Chau

Know Your Worth Financial

Tempe, AZ

Alicia Klein

Cambridge Financial Group, LLC

Tucson, AZ

Penny Marchand

Cambridge Financial Group, LLC

Tucson, AZ

Mike Sullivan

CFA®

TCI Wealth Advisors

Tucson, AZ

Jocelyn Black Hodes

ClariFinancial LLC

PHOENIX, AZ

Jason Reiman

Get Financially Fit

Pearce, AZ

Darnell Grossi

True North Wealth Management, LLC

Mesa, AZ

John Bagley

Strategic Wealth Advisors, LLC

Scottsdale, AZ

Scott Cadieux

CFP®, AIF®

Echelon Private Wealth, LLC

Scottsdale, AZ

Beau Kemp

Sensible Money, LLC

Scottsdale, AZ

Theresa Morrison

CFP®

Beckett Collective, LLC

Tucson, AZ

Tanner Bortnem

Harmoney Wealth, PLLC

Phoenix, AZ

Impact Financial Planners

Financial Planner

Impact Financial Planners

Tucson, AZ

Joseph "Joe" Pennington

Personal Financial Advisors, Inc.

Tucson, AZ

Brian Wruk

MBA, CFP® (US), CFP® (Canada), CIM, TEP

Transition Financial Advisors Group, Inc.

Gilbert, AZ

Kenneth Brenden

Brenden Financial Planning LLC

Sun Lakes, AZ

Lawrence Friedrichs

Friedrichs Financial Alliance, LLC

Mesa, AZ

Justin D. Smith

Savant Wealth Management

Phoenix, AZ

David Edmisten

CFP®

Next Phase Financial Planning

Prescott, AZ

Michael Finch

Finch Wealth Management, LLC

Altus, AZ

George Galat V

Wealth Foundry

Tempe, AZ

Heather Townsend

CFP®, CPA,CSLP®

Townsend Financial, LLC

Scottsdale, AZ

Jason Lazarow

Lazarow Wealth Management

Tucson, AZ

Kristopher Johnson

Stone Island Financial Planning

Scottsdale, AZ

Dallen Haws

Haws Financial Planning

Phoenix, AZ

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    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)

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