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

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!

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!

Kevin O'Reilly

CFP®

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!

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!

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!

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!

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!

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!

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!

Shannon Grey

CFP®, CRPC®, MPAS®

InvestEdge Planning

Peoria, AZ

Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Legacy Planning, Managing Debt, Equity Compensation

Fee-Only financial planner virtually serving Midlife professionals, Women, Retirees, and Families. Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.

I can work with clients anywhere!

Joseph Weber

CFS, CPFA®, AIF®, CDFA®

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!

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!

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. | $2,000,000 Investment Minimum

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!

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!

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!

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!

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.

Bryan Wisda

CFP®

Almega Wealth Management

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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