# Fee-only financial advisors in Arizona

> 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, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/fee-only/page/3

## At a glance

- Investment advisory firms: 224
- Registration: SEC-registered investment adviser: 53, State-registered investment adviser: 171
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 224 (100%); Percentage of assets 206 (92%); Hourly charges 108 (48%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 122 (54%)
- Regulatory assets under management (Item 5.F): Under $25 million 118 (53%); $25 million to $100 million 45 (20%); $100 million to $500 million 37 (17%); $500 million to $1 billion 7 (3%); $1 billion to $5 billion 7 (3%); Over $5 billion 1 (0%); Not reported 9 (4%)
- Years registered: Under 5 years 86 (38%); 5 to 9 years 41 (18%); 10 to 19 years 63 (28%); 20 years or more 33 (15%); Not reported 1 (0%)

## Firms (page 3 of 5, 101 to 150 of 224, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Ironwood Wealth Management, LLC](https://advisorcensus.com/firm/ironwood-wealth-management-llc-chandler-az-200511) ([md](https://advisorcensus.com/firm/ironwood-wealth-management-llc-chandler-az-200511.md)) | 200511 | Chandler, AZ | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [J.W. Advisors Inc.](https://advisorcensus.com/firm/j-w-advisors-inc-phoenix-az-113883) ([md](https://advisorcensus.com/firm/j-w-advisors-inc-phoenix-az-113883.md)) | 113883 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 29 | % of assets |
| [Jaguar Investment Services, Ltd](https://advisorcensus.com/firm/jaguar-investment-services-ltd-marana-az-116368) ([md](https://advisorcensus.com/firm/jaguar-investment-services-ltd-marana-az-116368.md)) | 116368 | Marana, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Jain Wealthonomics](https://advisorcensus.com/firm/jain-wealthonomics-phoenix-az-339432) ([md](https://advisorcensus.com/firm/jain-wealthonomics-phoenix-az-339432.md)) | 339432 | Phoenix, AZ | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Jariwala Financial Wellness, LLC](https://advisorcensus.com/firm/jariwala-financial-wellness-llc-mesa-az-338561) ([md](https://advisorcensus.com/firm/jariwala-financial-wellness-llc-mesa-az-338561.md)) | 338561 | Mesa, AZ | State-registered investment adviser | Not reported | 0 | Subscription, Fixed fee |
| [JIM Hannley, LLC](https://advisorcensus.com/firm/jim-hannley-llc-130319) ([md](https://advisorcensus.com/firm/jim-hannley-llc-130319.md)) | 130319 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 21 | % of assets, Hourly, Fixed fee |
| [JW Hecht Wealth Management LLC](https://advisorcensus.com/firm/jw-hecht-wealth-management-llc-phoenix-az-173915) ([md](https://advisorcensus.com/firm/jw-hecht-wealth-management-llc-phoenix-az-173915.md)) | 173915 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Kerns Legacy Planning](https://advisorcensus.com/firm/kerns-legacy-planning-phoenix-az-340407) ([md](https://advisorcensus.com/firm/kerns-legacy-planning-phoenix-az-340407.md)) | 340407 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Kingdom Wealth Advisers](https://advisorcensus.com/firm/kingdom-wealth-advisers-gilbert-az-328498) ([md](https://advisorcensus.com/firm/kingdom-wealth-advisers-gilbert-az-328498.md)) | 328498 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Know Your Worth Financial](https://advisorcensus.com/firm/know-your-worth-financial-306771) ([md](https://advisorcensus.com/firm/know-your-worth-financial-306771.md)) | 306771 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Kolo Capital](https://advisorcensus.com/firm/kolo-capital-tucson-az-313683) ([md](https://advisorcensus.com/firm/kolo-capital-tucson-az-313683.md)) | 313683 | Tucson, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Krozel Capital Management, LLC](https://advisorcensus.com/firm/krozel-capital-management-llc-scottsdale-az-174813) ([md](https://advisorcensus.com/firm/krozel-capital-management-llc-scottsdale-az-174813.md)) | 174813 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [Kurt Oelze, LLC](https://advisorcensus.com/firm/kurt-oelze-llc-132874) ([md](https://advisorcensus.com/firm/kurt-oelze-llc-132874.md)) | 132874 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 21 | % of assets |
| [L. Jane Heist Wealth Management, Inc.](https://advisorcensus.com/firm/l-jane-heist-wealth-management-inc-152785) ([md](https://advisorcensus.com/firm/l-jane-heist-wealth-management-inc-152785.md)) | 152785 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 16 | % of assets |
| [Legacy Wealth Advisors, Ltd.](https://advisorcensus.com/firm/legacy-wealth-advisors-ltd-phoenix-az-324442) ([md](https://advisorcensus.com/firm/legacy-wealth-advisors-ltd-phoenix-az-324442.md)) | 324442 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [LGM Capital Management LLC](https://advisorcensus.com/firm/lgm-capital-management-llc-phoenix-az-283872) ([md](https://advisorcensus.com/firm/lgm-capital-management-llc-phoenix-az-283872.md)) | 283872 | Phoenix, AZ | SEC-registered investment adviser | Under $25 million | 10 | % of assets |
| [Life Moves Wealth Management](https://advisorcensus.com/firm/life-moves-wealth-management-scottsdale-az-321261) ([md](https://advisorcensus.com/firm/life-moves-wealth-management-scottsdale-az-321261.md)) | 321261 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Life Strategy Partners](https://advisorcensus.com/firm/life-strategy-partners-tucson-az-332925) ([md](https://advisorcensus.com/firm/life-strategy-partners-tucson-az-332925.md)) | 332925 | Tucson, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Luminescent Wealth Management, Inc.](https://advisorcensus.com/firm/luminescent-wealth-management-inc-scottsdale-az-337660) ([md](https://advisorcensus.com/firm/luminescent-wealth-management-inc-scottsdale-az-337660.md)) | 337660 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Luminvest Wealth Management LLC](https://advisorcensus.com/firm/luminvest-wealth-management-llc-scottsdale-az-326261) ([md](https://advisorcensus.com/firm/luminvest-wealth-management-llc-scottsdale-az-326261.md)) | 326261 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Macallen Capital](https://advisorcensus.com/firm/macallen-capital-phoenix-az-341240) ([md](https://advisorcensus.com/firm/macallen-capital-phoenix-az-341240.md)) | 341240 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Macc IV Group](https://advisorcensus.com/firm/macc-iv-group-chandler-az-143285) ([md](https://advisorcensus.com/firm/macc-iv-group-chandler-az-143285.md)) | 143285 | Chandler, AZ | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Margo Financial](https://advisorcensus.com/firm/margo-financial-tucson-az-323290) ([md](https://advisorcensus.com/firm/margo-financial-tucson-az-323290.md)) | 323290 | Tucson, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Mark Bussey & Associates, LC](https://advisorcensus.com/firm/mark-bussey-and-associates-lc-phoenix-az-126899) ([md](https://advisorcensus.com/firm/mark-bussey-and-associates-lc-phoenix-az-126899.md)) | 126899 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [McBee Advisors, Inc.](https://advisorcensus.com/firm/mcbee-advisors-inc-glendale-az-143223) ([md](https://advisorcensus.com/firm/mcbee-advisors-inc-glendale-az-143223.md)) | 143223 | Glendale, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Measured Horizon Wealth](https://advisorcensus.com/firm/measured-horizon-wealth-343510) ([md](https://advisorcensus.com/firm/measured-horizon-wealth-343510.md)) | 343510 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Meeks Wealth Management, LLC](https://advisorcensus.com/firm/meeks-wealth-management-llc-scottsdale-az-299703) ([md](https://advisorcensus.com/firm/meeks-wealth-management-llc-scottsdale-az-299703.md)) | 299703 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Meixler Investment Management, Ltd.](https://advisorcensus.com/firm/meixler-investment-management-ltd-show-low-az-168223) ([md](https://advisorcensus.com/firm/meixler-investment-management-ltd-show-low-az-168223.md)) | 168223 | Show Low, AZ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Meridian Passage](https://advisorcensus.com/firm/meridian-passage-phoenix-az-334704) ([md](https://advisorcensus.com/firm/meridian-passage-phoenix-az-334704.md)) | 334704 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Michael Fulcher, CPA](https://advisorcensus.com/firm/michael-fulcher-cpa-115218) ([md](https://advisorcensus.com/firm/michael-fulcher-cpa-115218.md)) | 115218 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 32 | % of assets, Hourly |
| [Molinar & Co Financial Advocates](https://advisorcensus.com/firm/molinar-and-co-financial-advocates-phoenix-az-338795) ([md](https://advisorcensus.com/firm/molinar-and-co-financial-advocates-phoenix-az-338795.md)) | 338795 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Montebello Avenue](https://advisorcensus.com/firm/montebello-avenue-phoenix-az-287726) ([md](https://advisorcensus.com/firm/montebello-avenue-phoenix-az-287726.md)) | 287726 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Montis Management](https://advisorcensus.com/firm/montis-management-332940) ([md](https://advisorcensus.com/firm/montis-management-332940.md)) | 332940 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Montoya Wealth Management](https://advisorcensus.com/firm/montoya-wealth-management-prescott-az-285039) ([md](https://advisorcensus.com/firm/montoya-wealth-management-prescott-az-285039.md)) | 285039 | Prescott, AZ | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Next Up Wealth Advisors, LLC](https://advisorcensus.com/firm/next-up-wealth-advisors-llc-scottsdale-az-342136) ([md](https://advisorcensus.com/firm/next-up-wealth-advisors-llc-scottsdale-az-342136.md)) | 342136 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Norris Wealth Management, LLC](https://advisorcensus.com/firm/norris-wealth-management-llc-scottsdale-az-157800) ([md](https://advisorcensus.com/firm/norris-wealth-management-llc-scottsdale-az-157800.md)) | 157800 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [North Scottsdale Wealth Advisors, LLC](https://advisorcensus.com/firm/north-scottsdale-wealth-advisors-llc-scottsdale-az-284449) ([md](https://advisorcensus.com/firm/north-scottsdale-wealth-advisors-llc-scottsdale-az-284449.md)) | 284449 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [NRG Wealth Management](https://advisorcensus.com/firm/nrg-wealth-management-oro-valley-az-289548) ([md](https://advisorcensus.com/firm/nrg-wealth-management-oro-valley-az-289548.md)) | 289548 | Oro Valley, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Nuakh Financial](https://advisorcensus.com/firm/nuakh-financial-phoenix-az-344050) ([md](https://advisorcensus.com/firm/nuakh-financial-phoenix-az-344050.md)) | 344050 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [O'Connor Capital Advisory, LLC](https://advisorcensus.com/firm/o-connor-capital-advisory-llc-scottsdale-az-152687) ([md](https://advisorcensus.com/firm/o-connor-capital-advisory-llc-scottsdale-az-152687.md)) | 152687 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [P3 Financial Management, LLC](https://advisorcensus.com/firm/p3-financial-management-llc-129497) ([md](https://advisorcensus.com/firm/p3-financial-management-llc-129497.md)) | 129497 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 22 | Hourly |
| [Panoptic Global Wealth Management, LLC](https://advisorcensus.com/firm/panoptic-global-wealth-management-llc-158873) ([md](https://advisorcensus.com/firm/panoptic-global-wealth-management-llc-158873.md)) | 158873 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly |
| [Paul Marascalco Registered Investment Advisor](https://advisorcensus.com/firm/paul-marascalco-registered-investment-advisor-scottsdale-az-198512) ([md](https://advisorcensus.com/firm/paul-marascalco-registered-investment-advisor-scottsdale-az-198512.md)) | 198512 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | Not reported | % of assets, Fixed fee |
| [Pinnacle Financial Freedom LLC](https://advisorcensus.com/firm/pinnacle-financial-freedom-llc-319369) ([md](https://advisorcensus.com/firm/pinnacle-financial-freedom-llc-319369.md)) | 319369 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | Fixed fee |
| [Pinnacle Peak Wealth Management](https://advisorcensus.com/firm/pinnacle-peak-wealth-management-scottsdale-az-305316) ([md](https://advisorcensus.com/firm/pinnacle-peak-wealth-management-scottsdale-az-305316.md)) | 305316 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [PK Quantitative Investing, LLC](https://advisorcensus.com/firm/pk-quantitative-investing-llc-314655) ([md](https://advisorcensus.com/firm/pk-quantitative-investing-llc-314655.md)) | 314655 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Pogson & Matt Wealth Management Group](https://advisorcensus.com/firm/pogson-and-matt-wealth-management-group-phoenix-az-155377) ([md](https://advisorcensus.com/firm/pogson-and-matt-wealth-management-group-phoenix-az-155377.md)) | 155377 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Pro Tax Financial Services, LLC](https://advisorcensus.com/firm/pro-tax-financial-services-llc-mesa-az-124634) ([md](https://advisorcensus.com/firm/pro-tax-financial-services-llc-mesa-az-124634.md)) | 124634 | Mesa, AZ | State-registered investment adviser | Under $25 million | 23 | % of assets |
| [Process Design Capital Management LLC](https://advisorcensus.com/firm/process-design-capital-management-llc-phoenix-az-170789) ([md](https://advisorcensus.com/firm/process-design-capital-management-llc-phoenix-az-170789.md)) | 170789 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee |
| [Pure Financial LLC](https://advisorcensus.com/firm/pure-financial-llc-322781) ([md](https://advisorcensus.com/firm/pure-financial-llc-322781.md)) | 322781 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly |

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## Questions people ask

**How many financial advisory firms are there in Arizona?**
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.

**How many fee-only financial advisors are in Arizona?**
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.

**How many financial advisors in Arizona offer financial planning?**
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.

**Are the financial advisors in Arizona fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Arizona](https://advisorcensus.com/advisors/az) (https://advisorcensus.com/advisors/az.md)
- [Flat-fee financial advisors in Arizona](https://advisorcensus.com/advisors/az/flat-fee) (https://advisorcensus.com/advisors/az/flat-fee.md)
- [Hourly financial advisors in Arizona](https://advisorcensus.com/advisors/az/hourly) (https://advisorcensus.com/advisors/az/hourly.md)
- [Fee-only financial advisors in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/fee-only) (https://advisorcensus.com/advisors/az/phoenix/fee-only.md)
- [Fee-only financial advisors in Tucson, AZ](https://advisorcensus.com/advisors/az/tucson/fee-only) (https://advisorcensus.com/advisors/az/tucson/fee-only.md)
- [Fee-only financial advisors in Prescott Valley, AZ](https://advisorcensus.com/advisors/az/prescott-valley/fee-only) (https://advisorcensus.com/advisors/az/prescott-valley/fee-only.md)
- [Fee-only financial advisors in Flagstaff, AZ](https://advisorcensus.com/advisors/az/flagstaff/fee-only) (https://advisorcensus.com/advisors/az/flagstaff/fee-only.md)
- [Fee-only financial advisors in Sierra Vista, AZ](https://advisorcensus.com/advisors/az/sierra-vista/fee-only) (https://advisorcensus.com/advisors/az/sierra-vista/fee-only.md)
- [Fee-only financial advisors in Yuma, AZ](https://advisorcensus.com/advisors/az/yuma/fee-only) (https://advisorcensus.com/advisors/az/yuma/fee-only.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Arizona: 224 firms from Form ADV filings as of October 2026.