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 Scottsdale, 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 Scottsdale, AZ Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Austin Seifert
CFP®, CPWA®, RMA®
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Trent White
CFP®, JD, LLM
Luminvest Wealth Management LLC
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Focused Planning, Advanced Estate Planning
We specialize in building low-cost, well-diversified, tax-efficient portfolios that complement all aspects of your financial goals and objectives. Located in Scottsdale, Arizona, serving clients locally and across the country.
Jennifer Rossi
ChFC®
Intelligent Capitalworks
Scottsdale, AZ
Specialties: Wealth Planning Advice, Investment Management, Tax Planning and Strategy, Retirement Planning, Exit Planning For Business Owners, Risk and Insurance Planning, Budget and Expense Management, Cash and Liquidity Management, Trust and Estate Planning, Trust Advisory Services, Philanthropic and Legacy Planning
We are CEFEX Certified to a Global Fiduciary Standard to provide integrated wealth management services for high net worth clients. We have served clients across the U.S. from Scottsdale, AZ for more than 20 years. Fiduciary and Fee-Only.
David Fernandez
CFP®
Wealth Engineering, LLC
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving Scottsdale, Phoenix and Glendale, AZ areas.
Maarten Kerstens
CFP®
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Anthony Syracuse
CFP®
Dynamic Financial Planning LLC
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Management, Insurance Planning
Fee-Only Financial Planning for High-Earning Families and Tech Professionals in Scottsdale, AZ.
Susan Anastasiadis
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Vanessa Lee
CPA, MBA, CFP®
TCI Wealth Advisors
Scottsdale, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Vincent Rossi
M.S., CFP®, CIMA®, AEP®, CAP®, CLU®, AIF®
Intelligent Capitalworks
Scottsdale, AZ
Specialties: Wealth Planning Advice, Investment Management, Tax Planning and Strategy, Retirement Planning, Exit Planning For Business Owners, Risk and Insurance Planning, Budget and Expense Management, Cash and Liquidity Management, Trust and Estate Planning, Trust Advisory Services, Philanthropic and Legacy Planning
We are CEFEX Certified to a Global Fiduciary Standard to provide integrated wealth management services for high net worth clients. We have served clients across the U.S. from Scottsdale, AZ for more than 20 years. Fiduciary and Fee-Only.
Donna Woodruff
CFP®, AIF®
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Charles Rossi
M.S., M.Tax, CFA, CFP®, ChFC®, CPWA®, CIMA®, AEP®, CAP®, CTFA, AIF®
Intelligent Capitalworks
Scottsdale, AZ
Specialties: Wealth Planning Advice, Investment Management, Tax Planning and Strategy, Retirement Planning, Exit Planning For Business Owners, Risk and Insurance Planning, Budget and Expense Management, Cash and Liquidity Management, Trust and Estate Planning, Trust Advisory Services, Philanthropic and Legacy Planning
We are CEFEX Certified to a Global Fiduciary Standard to provide integrated wealth management services for high net worth clients. We have served clients across the U.S. from Scottsdale, AZ for more than 20 years. Fiduciary and Fee-Only.
Dustin Suttle
MBA, CFP®, AAMS™®, CRPC™®
Suttle Crossland Wealth Advisors, LLC
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
Curtis Crossland
MBA, CFA, CFP®, EA
Suttle Crossland Wealth Advisors, LLC
Scottsdale, AZ
Specialties: Retirement Planning, Retirement Income Planning, Tax Planning, Comprehensive Financial Planning, Investment Management
I help people in and near retirement build a tax efficient future. I want you to keep more of what you've earned, build a bigger legacy, and pay less in taxes.
Justin Smith
CAP®, CFA®, CFP®
Savant Wealth Management
Scottsdale, AZ
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Steven Mahan
CFA
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Justin Rodriguez
CFP®
TCI Wealth Advisors
Scottsdale, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Lucas Wennersten
CFA, CFP® (Canada & USA)
49th Parallel Wealth Management
Scottsdale, AZ
Specialties: Cross-Border Financial Planning, Business Planning and Succession, Investment Management, Retirement Income Planning, Education Planning, Tax Optimization, Estate Planning, Risk Management/Insurance Planning, Charitable Giving and Philanthropy, Cash Flow and Debt Management
We design personalized financial planning and investment management services for clients in the United States, including those from Canada. Our specialty is navigating cross-border complexities for those managing income and assets in both countries.
Craig Mccrory
CFA
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Jordan Naffa
MBA, MS-PFP, CFP®
Arista Wealth Management
Scottsdale, AZ
Specialties: TAX Planning, Social Security Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Insurance Planning, Restricted Stock Units, Deferred Compensation, 401(k), Cash Balance Plans
Fee-Only financial planner located in Las Vegas, NV, Scottsdale, AZ and Draper, UT. We focus on your wealth so you can focus on your dreams.
Addison Adelberg
CFP®
TCI Wealth Advisors
Scottsdale, AZ
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Bryan Wisda
CFP®, EA
Almega Wealth Management
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Tax Preparation, Generational Wealth Transfer
Integrated Fee-Only Wealth Management and Tax Planning for Families Who Think Generationally
Aaron Randak
CFP®, EA
Golden Acre Wealth Management
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Asset Management, Tax Strategies, Equity Compensation Planning, Navigating Inheritance, Estate & Legacy Planning
I help clients navigate money-in-motion moments like retirement, inheritances, and job changes with clear, tax-efficient investing and planning.
Neal Thompson
AIF®, CEPA®
EP Wealth Advisors
Scottsdale, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Joseph Weber
CFS®, CPFA®, AIF®, CDFA®, AAMS™
Integrated Financial Solutions, PLLC
Tempe, 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.
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)
