Fee-Only Financial Advisors in Arizona

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".

Every Arizona Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Raman Singh

CFP®

Singh PWM

Phoenix, AZ

Specialties: Comprehensive Financial Planning, Cash Flow Planning, Tax Planning, Investment Management, Stock Options Planning, College Education Planning, Major Life Events Planning, Retirement Income Planning, Risk Management Planning

Your Flat Fee-Only, Fiduciary Personalized CFO dedicated to providing sound and impartial financial advice. As a CERTIFIED FINANCIAL PLANNER™ professional, I work with you by educating you to make the best financial decisions for yourself.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Tom Knowlton

CFP®, MBA, CTFA

Luminvest Wealth Management

Scottsdale, AZ

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

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

I can work with clients anywhere!

Jordan Banning

CFP®

Crafted Financial Planning

Glendale, AZ

Specialties: Comprehensive Financial Planning, Strategic Investment Management, Proactive Tax Optimization, Purposeful Retirement and Legacy Planning, Integrated Philanthropic Planning, Bespoke Insurance & Risk Management

Tax-Efficient Planning for Millennials in Tech and Medicine • Employees Receiving Equity-Based Compensation • Tax-Conscious Business Owners • High-Earners Focused on Balancing Today’s Lifestyle Goals with Tomorrow’s Aspirations

I can work with clients anywhere!

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

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.

I can work with clients anywhere!

Jordan Naffa

MSPFP, CFP®

Arista Wealth Management

Scottsdale, AZ

Specialties: TAX Planning, Social Security Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Insurance Planning, Restricted Stock Units, Deferred Compensation, 401(k), Cash Balance Plans

Fee-Only financial planner located in Las Vegas, NV and Scottsdale, AZ. We focus on your wealth so you can focus on your dreams.

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 AbbVie executives optimize their financial life

I can work with clients anywhere!

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!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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).

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Bryan Wisda

CFP®

Almega Wealth Management

Scottsdale, AZ

James Schwartz

CFP®, RICP®

Strategic Wealth Advisors, LLC

Scottsdale, AZ

Theresa Morrison

CFP®

Beckett Collective, LLC

Tucson, AZ

Andrew Stange

CFP®

Rovin Capital

Mesa, AZ

Heather Townsend

CFP®, CPA,CSLP®

Townsend Financial, LLC

Scottsdale, AZ

Brian Wruk

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

Transition Financial Advisors Group, Inc.

Gilbert, AZ

Jason Lazarow

Lazarow Wealth Management

Tucson, AZ

Logan Murray

CFP®, EA, RICP®

Pocket Project LLC

Tempe, AZ

Craig Ritter

CFP®

Continuum Wealth Management

Scottsdale, AZ

Scott Newhouse

CFP®

Forthright Finances

Scottsdale, AZ

Elias Young

CFP®

Wellspring Financial Partners

Tucson, AZ

David Rosenthal

MBA CFP®

Wealth Management Solutions

Scottsdale, 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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