Fee-Only Financial Advisors in Phoenix, AZ

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

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

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

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

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

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.

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

Charles Rossi

CFP®, CTFA, AIF®

Intelligent Capitalworks

Phoenix, 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.

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.

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

Vincent Rossi

CFP®, MSFS

Intelligent Capitalworks

Phoenix, 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.

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.

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

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

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.

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

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

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.

Robinson Crawford

CFP®

Montebello Avenue

Phoenix, AZ

Jocelyn Black Hodes

ClariFinancial LLC

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)

    NAPFA Consumer Tools PDF

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