Fee-Only Financial Planners in Tucson, AZ

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 Tucson, AZ:

Val Mendoza

AIO Financial

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

Scott Styrmoe

CPA, CFP®, MBA

TCI Wealth Advisors

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.

Kyle Larson

CFP®

TCI Wealth Advisors

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Stock Compensation/Employee Benefit Planning, Annuity & Insurance Planning

Fee-Only financial planner working with clients in Tucson & Phoenix-Scottsdale, AZ - serving clients locally and across the country

Douglas Nelson

CPA, PFS

TCI Wealth Advisors

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Reno, NV, serving clients locally and across the country

Patricia Raskob

CFP®, EA, ATA

Raskob Kambourian Financial Advisors

Tucson, AZ

Specialties: Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, preparation and representation

Fee-Only Financial Advisor serving the Tucson, AZ area.

Kataya Plett

WMS™

AIO Financial

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

John Stephens

MD, CFA®, CFP®, MBA

TCI Wealth Advisors

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.

Lily Styrmoe

CFP®, CSRIC®™

TCI Wealth Advisors

Tucson, AZ

Specialties: Comprehensive Financial Planning, Social/ Sustainable Investing, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

Samuel Swift

CFP®, CFA®, AIF®

TCI Wealth Advisors

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

Carol Friedhoff

CFP®, EA, PMP, MS

Savvy Outcomes

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Tucson, AZ and Westlake and Dublin, OH

Denis Smirnov

CFP®

Gordian Advisors, LLC

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

Bill Holliday

CFP®, AIF®, CSRIC®™

AIO Financial

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning

Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing.

Cody Cassidy

CFP®

TCI Wealth Advisors

Tucson, AZ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

Theresa Morrison

CFP®

Beckett Collective, LLC

Tucson, AZ

Impact Financial Planners

Financial Planner

Impact Financial Planners

Tucson, AZ

Joseph "Joe" Pennington

Personal Financial Advisors, Inc.

Tucson, AZ

Penny Marchand

Cambridge Financial Group, LLC

Tucson, AZ

Jason Lazarow

Lazarow Wealth Management

Tucson, AZ

Mike Sullivan

CFA®

TCI Wealth Advisors

Tucson, AZ

Alicia Klein

Cambridge Financial Group, LLC

Tucson, AZ

Elias Young

CFP®

Wellspring Financial Partners

Tucson, 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

    Get Your Checklist

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