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

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

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.

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.

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

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

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.

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.

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.

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.

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

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

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.

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.

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

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

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

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

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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