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

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

Adrian Larson

EP Wealth Advisors

Phoenix, AZ

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Scott 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.

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.

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.

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

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 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

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.

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!

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!

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

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.

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.

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.

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!

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.

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

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

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

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.

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.

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

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

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.

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

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.

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!

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

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.

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

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

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

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

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

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.

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

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. Specializing in retirement planning and Sustainable, Responsible, Impact investing.

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

Michael Rossi

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.

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

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.

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

Anthony Syracuse

CFP®

Dynamic Financial Planning

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

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

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: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

John Boyd

CFP®

MDRN Wealth

Scottsdale, AZ

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

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

Patricia Raskob

EA, ATA

Raskob Kambourian Financial Advisors

Tucson, AZ

Specialties: Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, preparation and representation

Fee-Only Financial Advisor serving the Tucson, AZ area.

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

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

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 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.

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

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

Alex Sanchez

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. Specializing in retirement planning and Sustainable, Responsible, Impact investing.

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.

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

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.

Fee-Only Financial Planner and Wealth Advisor located in Scottsdale, Arizona serving clients across the US.

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

M.J. Nodilo

AIF®

EP Wealth Advisors

Phoenix, AZ

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

James Dwyer

CFP®, AIF®

EP Wealth Advisors

Chandler, AZ

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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

Logan Murray

CFP®, EA, RICP®

Pocket Project LLC

Tempe, AZ

David Edmisten

CFP®

Next Phase Financial Planning

Prescott, AZ

David Rosenthal

MBA CFP®

Wealth Management Solutions

Scottsdale, AZ

Brian Wruk

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

Transition Financial Advisors Group, Inc.

Gilbert, AZ

Elias Young

CFP®

Wellspring Financial Partners

Tucson, AZ

Robinson Crawford

CFP®

Montebello Avenue

Phoenix, AZ

Heather Townsend

CFP®, CPA,CSLP®

Townsend Financial, LLC

Scottsdale, AZ

Theresa Morrison

CFP®

Beckett Collective, LLC

Tucson, AZ

Andrew Stange

CFP®

Rovin Capital

Mesa, AZ

Jocelyn Black Hodes

ClariFinancial LLC

PHOENIX, AZ

Craig Ritter

CFP®

Continuum Wealth Management

Scottsdale, AZ

Jason Lazarow

Lazarow Wealth Management

Tucson, AZ

James Schwartz

CFP®, RICP®

Strategic Wealth Advisors, LLC

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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