Financial advisors · Arizona
Fee-only financial advisors in Chandler, AZ
12 fee-only investment advisers have offices in Chandler, Arizona, according to their Form ADV filings with the SEC and state regulators. 9 offer hourly or flat-fee arrangements, 3 charge only a percentage of the assets they manage, and 10 provide financial planning. 4 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. None reports disciplinary history.
Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.
Paid partly in stock? Chandler is home to large offices of Intel. Before you meet an adviser, read our plain-English guides to Intel, and run your numbers in the RSU tax calculator and the vesting schedule calculator. Ask each firm how many clients it advises on RSUs, ESPPs and concentrated stock, and how it charges for that work.
Ironwood Wealth Management, LLC
San Tan Corporate Center 3100 W. Ray RD. Suite 301, Chandler, AZ 85226 · (480) 776-5960
- Assets managed
- $608M
- Individual clients
- 459
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
Future Bright
Chandler, AZ (office address not published) · (701) 306-7631
- Assets managed
- $121M
- Individual clients
- 396
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Macc IV Group
Chandler, AZ (office address not published) · (480) 789-0618
- Assets managed
- $41M
- Individual clients
- 295
- Advisory staff
- 1
- Registered with
- AZ, CA, GA +
Profile · Website · SEC record
Sonmore Financial LLC
1490 S. Price RD. Ste. 116, Chandler, AZ 85286 · (480) 439-0500
- Assets managed
- $87M
- Individual clients
- 91
- Advisory staff
- 1
- Registered with
- AZ, NE, TX
Profile · Website · SEC record
Innovative Financial Solutions, Inc.
2370 W. Ray Road Suite 3, Chandler, AZ 85224 · (480) 345-8540
- Assets managed
- $93M
- Individual clients
- 90
- Advisory staff
- 1
- Registered with
- AZ
Profile · Website · SEC record
Wlth Capital Management, LLC
3200 West Ray Road Suite 237, Chandler, AZ 85226 · (480) 795-4475
- Assets managed
- $230M
- Individual clients
- 81
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Lifestyle Planning, LLC
2701 W. Queen Creek RD., #3, Chandler, AZ 85248 · (480) 637-7076
- Assets managed
- $43M
- Individual clients
- 58
- Advisory staff
- 3
- Registered with
- AZ, NV, TX
Profile · Website · SEC record
Patel Wealth Strategies, Inc.
3100 W Ray Road Suite 201, Chandler, AZ 85226 · (480) 275-5219
- Assets managed
- $8.9M
- Individual clients
- 45
- Advisory staff
- 1
- Registered with
- AZ, IA
Archstone Wealth Advisors, LLC
2390 N Alma School RD. Suite 115, Chandler, AZ 85224 · (480) 605-1999
- Assets managed
- $12M
- Individual clients
- 22
- Advisory staff
- 1
- Registered with
- AZ
Profile · Website · SEC record
Dsa Asset Management, LLC
Chandler, AZ (office address not published) · (615) 474-0100
- Assets managed
- $7.0M
- Individual clients
- 19
- Advisory staff
- 1
- Registered with
- AZ
Profile · Website · SEC record
Templeton Financial Services Inc.
1490 S Price Road, Ste 218, Chandler, AZ 85286 · (480) 883-1073
- Assets managed
- $442M
- Individual clients
- 315
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Sunstone Financial
25 Arizona Place 5th Floor, Chandler, AZ 85225 · (908) 800-2145
- Assets managed
- $89M
- Individual clients
- 216
- Advisory staff
- 2
- Registered with
- AZ
Profile · Website · SEC record
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Fee-only advisers near Chandler
Another 159 fee-only firms have offices within 30 miles.
- Gilbert 10 firms · 8 mi
- Tempe 10 firms · 11 mi
- Mesa 9 firms · 12 mi
- Phoenix 49 firms · 19 mi
- Paradise Valley 1 firm · 19 mi
- Scottsdale 78 firms · 23 mi
- Fountain Hills 2 firms · 24 mi
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.
Frequently asked questions
What does fee-only mean?
A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.
How much does a fee-only financial adviser cost in Chandler?
Form ADV records how firms charge, not what they charge. Of the 12 firms listed here, 9 offer hourly or flat fees and 12 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.
How were these Chandler advisers selected?
Every registered investment adviser with an office in Chandler that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.
Are these advisers fiduciaries?
Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.