Financial advisors
Fee-only financial advisors in Arizona
236 fee-only investment advisers in Arizona serve individuals, across 26 cities. 162 offer hourly or flat-fee arrangements and 102 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Scottsdale 78
- Phoenix 49
- Tucson 33
- Chandler 12
- Tempe 10
- Gilbert 10
- Mesa 9
- Prescott 5
- Surprise 4
- Flagstaff 3
- Peoria 3
- Glendale 3
Fee-only advisers in Arizona serving the most individuals
- Dynamic Phoenix · 5,509 individual clients
- Verus Capital Partners, LLC Scottsdale · 5,086 individual clients
- Tci Wealth Advisors, Inc. Tucson · 3,189 individual clients
- Preston Investments Kingman · 2,526 individual clients
- Financial Directions LLC Tucson · 2,488 individual clients
- Sem Wealth Management Tucson · 1,980 individual clients
- GR Financial Group, LLC Tucson · 1,548 individual clients
- Xcelsior Advisor Partners LLC Scottsdale · 1,450 individual clients
- Southwest Investment Advisors, Inc. Tucson · 1,149 individual clients
- 345 Investment Advisory, LLC Scottsdale · 933 individual clients
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Other Arizona cities
Anthem
Carefree
- Carefree Investment Consulting Not reported
- JR Snell Capital Management, LLC $32M
Fountain Hills
Goodyear
Kingman
- Preston Investments $198M
Marana
Oro Valley
Paradise Valley
Sedona
- Makarios Investments Inc $1.2M
Show Low
Sierra Vista
Sun City
- Skymark Advisors LLC $5.0M
Tuscon
Yuma
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.