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 Phoenix, AZ:
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
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
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
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.
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.
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
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
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
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
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
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
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.
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.
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.
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.
Refine Your Search
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)
