{ "path": "/advisors/az/fee-only", "url": "https://advisorcensus.com/advisors/az/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in Arizona", "filters": {}, "scope_total": 224, "faq": [ { "q": "How many financial advisory firms are there in Arizona?", "a": "AdvisorCensus lists 672 investment advisory firms with a principal office in Arizona, from Form ADV filings as of October 2026: 217 SEC-registered, 422 state-registered, and 33 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Arizona?", "a": "224 of the 672 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Arizona offer financial planning?", "a": "460 of the 639 firms in Arizona that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Arizona fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 224 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Arizona who are paid only by client fees. AdvisorCensus lists 224 investment advisory firms with a principal office in Arizona that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Arizona: 224 firms from Form ADV filings as of October 2026.", "total_firms": 224, "page": 1, "total_pages": 5, "sort": "name", "registration_types": { "sec": 53, "state": 171, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 224 }, { "code": "percentage_of_aum", "count": 206 }, { "code": "hourly", "count": 108 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 122 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 86 }, { "code": "5_to_9", "count": 41 }, { "code": "10_to_19", "count": 63 }, { "code": "20_plus", "count": 33 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 118 }, { "code": "25m_100m", "count": 45 }, { "code": "100m_500m", "count": 37 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 7 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 9 } ], "firms": [ { "crd_number": 282892, "name": "1 Union Management, LLC", "name_as_filed": "1 UNION MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/1-union-management-llc-phoenix-az-282892", "city": "Phoenix", "state": "AZ", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332829, "name": "49th Parallel Wealth Management", "name_as_filed": "49TH PARALLEL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/49th-parallel-wealth-management-scottsdale-az-332829", "city": "Scottsdale", "state": "AZ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343508, "name": "Adam Advisory", "name_as_filed": "ADAM ADVISORY", "url": "https://advisorcensus.com/firm/adam-advisory-343508", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156608, "name": "Adviceandtaxes.com LLC", "name_as_filed": "ADVICEANDTAXES.COM LLC", "url": "https://advisorcensus.com/firm/adviceandtaxes-com-llc-156608", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165305, "name": "Agnew Capital Management LLC", "name_as_filed": "AGNEW CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agnew-capital-management-llc-165305", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114030, "name": "AIO Financial, LLC", "name_as_filed": "AIO FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/aio-financial-llc-tucson-az-114030", "city": "Tucson", "state": "AZ", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113809, "name": "Allied Portfolio Management, Inc.", "name_as_filed": "ALLIED PORTFOLIO MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/allied-portfolio-management-inc-tucson-az-113809", "city": "Tucson", "state": "AZ", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175450, "name": "Alpha Financial Nordic", "name_as_filed": "ALPHA FINANCIAL NORDIC", "url": "https://advisorcensus.com/firm/alpha-financial-nordic-fountain-hills-az-175450", "city": "Fountain Hills", "state": "AZ", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115003, "name": "Andrew J. Spillios, CFP", "name_as_filed": "ANDREW J. SPILLIOS, CFP", "url": "https://advisorcensus.com/firm/andrew-j-spillios-cfp-115003", "city": null, "state": null, "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169464, "name": "Annecy LLC", "name_as_filed": "ANNECY LLC", "url": "https://advisorcensus.com/firm/annecy-llc-tucson-az-169464", "city": "Tucson", "state": "AZ", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165364, "name": "Aquifer Capital, LLC", "name_as_filed": "AQUIFER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/aquifer-capital-llc-phoenix-az-165364", "city": "Phoenix", "state": "AZ", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312464, "name": "Arcadia Wealth LLC", "name_as_filed": "ARCADIA WEALTH LLC", "url": "https://advisorcensus.com/firm/arcadia-wealth-llc-phoenix-az-312464", "city": "Phoenix", "state": "AZ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314310, "name": "Arete Financial Solutions, LLC", "name_as_filed": "ARETE FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/arete-financial-solutions-llc-goodyear-az-314310", "city": "Goodyear", "state": "AZ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338071, "name": "Arizona Wealth Strategies LLC", "name_as_filed": "ARIZONA WEALTH STRATEGIES LLC", "url": "https://advisorcensus.com/firm/arizona-wealth-strategies-llc-338071", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147351, "name": "ARQ Wealth Advisors, LLC", "name_as_filed": "ARQ WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/arq-wealth-advisors-llc-scottsdale-az-147351", "city": "Scottsdale", "state": "AZ", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337446, "name": "Ascension Advisors", "name_as_filed": "ASCENSION ADVISORS", "url": "https://advisorcensus.com/firm/ascension-advisors-337446", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341048, "name": "Aspen & Pine Asset Management", "name_as_filed": "ASPEN & PINE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/aspen-and-pine-asset-management-341048", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 224517, "name": "Aspen Trail Wealth Management, LLC", "name_as_filed": "ASPEN TRAIL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aspen-trail-wealth-management-llc-flagstaff-az-224517", "city": "Flagstaff", "state": "AZ", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291658, "name": "Aurora Financial Planning & Investment Management LLC", "name_as_filed": "AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aurora-financial-planning-and-investment-management-llc-scottsdale-az-291658", "city": "Scottsdale", "state": "AZ", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336816, "name": "B&E Financial Services", "name_as_filed": "B&E FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/b-and-e-financial-services-336816", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115488, "name": "Baron Capital Management, LLC", "name_as_filed": "BARON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baron-capital-management-llc-115488", "city": null, "state": null, "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307455, "name": "Beckett Collective", "name_as_filed": "BECKETT COLLECTIVE", "url": "https://advisorcensus.com/firm/beckett-collective-307455", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281788, "name": "Big Cedar Investment Advisors", "name_as_filed": "BIG CEDAR INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/big-cedar-investment-advisors-scottsdale-az-281788", "city": "Scottsdale", "state": "AZ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339828, "name": "Bili Finance", "name_as_filed": "BILI FINANCE", "url": "https://advisorcensus.com/firm/bili-finance-tucson-az-339828", "city": "Tucson", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 145943, "name": "Bledsoe Asset Management, LLC", "name_as_filed": "BLEDSOE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bledsoe-asset-management-llc-phoenix-az-145943", "city": "Phoenix", "state": "AZ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154531, "name": "BLK Financial Advisors, LLC", "name_as_filed": "BLK FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/blk-financial-advisors-llc-154531", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154361, "name": "Blue Crab Partners, LLC", "name_as_filed": "BLUE CRAB PARTNERS, LLC", "url": "https://advisorcensus.com/firm/blue-crab-partners-llc-154361", "city": null, "state": null, "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173526, "name": "Bonnema Wealth Management LLC", "name_as_filed": "BONNEMA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bonnema-wealth-management-llc-scottsdale-az-173526", "city": "Scottsdale", "state": "AZ", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322620, "name": "BOX Hill Private Wealth", "name_as_filed": "BOX HILL PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/box-hill-private-wealth-scottsdale-az-322620", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298134, "name": "Bridge Financial Strategies", "name_as_filed": "BRIDGE FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/bridge-financial-strategies-scottsdale-az-298134", "city": "Scottsdale", "state": "AZ", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159180, "name": "Brio Financial Planning", "name_as_filed": "BRIO FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/brio-financial-planning-prescott-az-159180", "city": "Prescott", "state": "AZ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 116791, "name": "Brock Asset Management", "name_as_filed": "BROCK ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/brock-asset-management-gilbert-az-116791", "city": "Gilbert", "state": "AZ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343487, "name": "Bugle Valley", "name_as_filed": "BUGLE VALLEY", "url": "https://advisorcensus.com/firm/bugle-valley-343487", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 342705, "name": "Build Wealth Partners", "name_as_filed": "BUILD WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/build-wealth-partners-342705", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126058, "name": "Buttonwood Advisors, LLC", "name_as_filed": "BUTTONWOOD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/buttonwood-advisors-llc-marana-az-126058", "city": "Marana", "state": "AZ", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 169524, "name": "Camelback Capital Management, LLC", "name_as_filed": "CAMELBACK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/camelback-capital-management-llc-169524", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130762, "name": "Capital West Partners, LLC", "name_as_filed": "CAPITAL WEST PARTNERS, LLC", "url": "https://advisorcensus.com/firm/capital-west-partners-llc-tucson-az-130762", "city": "Tucson", "state": "AZ", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316197, "name": "Carefree Investment Consulting", "name_as_filed": "CAREFREE INVESTMENT CONSULTING", "url": "https://advisorcensus.com/firm/carefree-investment-consulting-carefree-az-316197", "city": "Carefree", "state": "AZ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298609, "name": "Chevelon Capital Management LLC", "name_as_filed": "CHEVELON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/chevelon-capital-management-llc-scottsdale-az-298609", "city": "Scottsdale", "state": "AZ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155189, "name": "Claremont Capital Management, LLC", "name_as_filed": "CLAREMONT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/claremont-capital-management-llc-phoenix-az-155189", "city": "Phoenix", "state": "AZ", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282259, "name": "Clear Fiduciary Consultants, LLC", "name_as_filed": "CLEAR FIDUCIARY CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/clear-fiduciary-consultants-llc-282259", "city": null, "state": null, "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288359, "name": "CMG Financial Consulting", "name_as_filed": "CMG FINANCIAL CONSULTING", "url": "https://advisorcensus.com/firm/cmg-financial-consulting-scottsdale-az-288359", "city": "Scottsdale", "state": "AZ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336335, "name": "Coats Wealth Management", "name_as_filed": "COATS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/coats-wealth-management-gilbert-az-336335", "city": "Gilbert", "state": "AZ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114380, "name": "Comprehensive Physicians Retirement Investing", "name_as_filed": "COMPREHENSIVE PHYSICIANS RETIREMENT INVESTING", "url": "https://advisorcensus.com/firm/comprehensive-physicians-retirement-investing-114380", "city": null, "state": null, "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172507, "name": "Conspecta Capital, LLC", "name_as_filed": "CONSPECTA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/conspecta-capital-llc-172507", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323421, "name": "Corbett Wealth Management LLC", "name_as_filed": "CORBETT WEALTH MANAGEMENT LLC", "url": 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