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
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.
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
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.
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
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.
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
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.
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.
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
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.
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
Helping busy HENRYs who have complexities with their finances by educating them on making confident financial decisions
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
Anthony Syracuse
CFP®
Dynamic Financial Planning
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Management, Insurance Planning
A fee-only financial planning firm focused on assisting tech professionals on their path to financial prosperity. Located in Scottsdale, 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.
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.
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
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
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.
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)
