Fee-Only Financial Planners in Mesa, AZ

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 Mesa, AZ:

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

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!

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.

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.

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.

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.

Lawrence Friedrichs

Friedrichs Financial Alliance, LLC

Mesa, 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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