# Flat-fee financial advisors in Arizona

> AdvisorCensus lists 358 investment advisory firms with a principal office in Arizona that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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/flat-fee/page/2

## At a glance

- Investment advisory firms: 358
- Registration: SEC-registered investment adviser: 128, State-registered investment adviser: 230
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 122 (34%); Percentage of assets 328 (92%); Hourly charges 247 (69%); Subscription fees (newsletter or periodical) 6 (2%); Fixed fees 358 (100%); Commissions 7 (2%); Performance-based fees 16 (4%); Other 49 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 132 (37%); $25 million to $100 million 79 (22%); $100 million to $500 million 92 (26%); $500 million to $1 billion 9 (3%); $1 billion to $5 billion 17 (5%); Over $5 billion 6 (2%); Not reported 23 (6%)
- Years registered: Under 5 years 138 (39%); 5 to 9 years 99 (28%); 10 to 19 years 75 (21%); 20 years or more 45 (13%); Not reported 1 (0%)

## Firms (page 2 of 8, 51 to 100 of 358, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Bridgeport Financial Solutions](https://advisorcensus.com/firm/bridgeport-financial-solutions-phoenix-az-325485) ([md](https://advisorcensus.com/firm/bridgeport-financial-solutions-phoenix-az-325485.md)) | 325485 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee, Other |
| [Brightguide Financial](https://advisorcensus.com/firm/brightguide-financial-gilbert-az-339155) ([md](https://advisorcensus.com/firm/brightguide-financial-gilbert-az-339155.md)) | 339155 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Brio Financial Planning](https://advisorcensus.com/firm/brio-financial-planning-prescott-az-159180) ([md](https://advisorcensus.com/firm/brio-financial-planning-prescott-az-159180.md)) | 159180 | Prescott, AZ | State-registered investment adviser | $25 million to $100 million | 14 | Fixed fee |
| [Brookwood Investment Group](https://advisorcensus.com/firm/brookwood-investment-group-phoenix-az-316544) ([md](https://advisorcensus.com/firm/brookwood-investment-group-phoenix-az-316544.md)) | 316544 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Bugle Valley](https://advisorcensus.com/firm/bugle-valley-343487) ([md](https://advisorcensus.com/firm/bugle-valley-343487.md)) | 343487 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Build Wealth Partners](https://advisorcensus.com/firm/build-wealth-partners-342705) ([md](https://advisorcensus.com/firm/build-wealth-partners-342705.md)) | 342705 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Burton Wealth Management](https://advisorcensus.com/firm/burton-wealth-management-scottsdale-az-171381) ([md](https://advisorcensus.com/firm/burton-wealth-management-scottsdale-az-171381.md)) | 171381 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Busine Wealth](https://advisorcensus.com/firm/busine-wealth-scottsdale-az-172692) ([md](https://advisorcensus.com/firm/busine-wealth-scottsdale-az-172692.md)) | 172692 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Buttonwood Advisors, LLC](https://advisorcensus.com/firm/buttonwood-advisors-llc-marana-az-126058) ([md](https://advisorcensus.com/firm/buttonwood-advisors-llc-marana-az-126058.md)) | 126058 | Marana, AZ | State-registered investment adviser | Not reported | 16 | Fixed fee |
| [Buttonwood Capital Management (BCM)](https://advisorcensus.com/firm/buttonwood-capital-management-bcm-scottsdale-az-174857) ([md](https://advisorcensus.com/firm/buttonwood-capital-management-bcm-scottsdale-az-174857.md)) | 174857 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Cambridge Financial Group, LLC](https://advisorcensus.com/firm/cambridge-financial-group-llc-tucson-az-117428) ([md](https://advisorcensus.com/firm/cambridge-financial-group-llc-tucson-az-117428.md)) | 117428 | Tucson, AZ | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Other |
| [Canon Asset Management Advisory, LLC](https://advisorcensus.com/firm/canon-asset-management-advisory-llc-paradise-valley-az-308833) ([md](https://advisorcensus.com/firm/canon-asset-management-advisory-llc-paradise-valley-az-308833.md)) | 308833 | Paradise Valley, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Capital Asset Advisors LLC.](https://advisorcensus.com/firm/capital-asset-advisors-llc-scottsdale-az-291635) ([md](https://advisorcensus.com/firm/capital-asset-advisors-llc-scottsdale-az-291635.md)) | 291635 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Capital Strategies Group, LLC](https://advisorcensus.com/firm/capital-strategies-group-llc-tempe-az-140120) ([md](https://advisorcensus.com/firm/capital-strategies-group-llc-tempe-az-140120.md)) | 140120 | Tempe, AZ | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Capital Wealth Alliance, LLC](https://advisorcensus.com/firm/capital-wealth-alliance-llc-scottsdale-az-298257) ([md](https://advisorcensus.com/firm/capital-wealth-alliance-llc-scottsdale-az-298257.md)) | 298257 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Capital West Partners, LLC](https://advisorcensus.com/firm/capital-west-partners-llc-tucson-az-130762) ([md](https://advisorcensus.com/firm/capital-west-partners-llc-tucson-az-130762.md)) | 130762 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [CBK Financial Advisors LLC](https://advisorcensus.com/firm/cbk-financial-advisors-llc-291467) ([md](https://advisorcensus.com/firm/cbk-financial-advisors-llc-291467.md)) | 291467 | Not reported, Not reported | State-registered investment adviser | Not reported | 8 | % of assets, Fixed fee |
| [Chris Hays Wealth Management LLC](https://advisorcensus.com/firm/chris-hays-wealth-management-llc-307786) ([md](https://advisorcensus.com/firm/chris-hays-wealth-management-llc-307786.md)) | 307786 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Clarity Wealth Management, L.L.C.](https://advisorcensus.com/firm/clarity-wealth-management-l-l-c-gilbert-az-284874) ([md](https://advisorcensus.com/firm/clarity-wealth-management-l-l-c-gilbert-az-284874.md)) | 284874 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Clarus Wealth Advisors, LLC](https://advisorcensus.com/firm/clarus-wealth-advisors-llc-peoria-az-281160) ([md](https://advisorcensus.com/firm/clarus-wealth-advisors-llc-peoria-az-281160.md)) | 281160 | Peoria, AZ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Clear Skies Financial](https://advisorcensus.com/firm/clear-skies-financial-gilbert-az-286045) ([md](https://advisorcensus.com/firm/clear-skies-financial-gilbert-az-286045.md)) | 286045 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Clearview Private Wealth](https://advisorcensus.com/firm/clearview-private-wealth-peoria-az-338264) ([md](https://advisorcensus.com/firm/clearview-private-wealth-peoria-az-338264.md)) | 338264 | Peoria, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [CMG Financial Consulting](https://advisorcensus.com/firm/cmg-financial-consulting-scottsdale-az-288359) ([md](https://advisorcensus.com/firm/cmg-financial-consulting-scottsdale-az-288359.md)) | 288359 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Coats Wealth Management](https://advisorcensus.com/firm/coats-wealth-management-gilbert-az-336335) ([md](https://advisorcensus.com/firm/coats-wealth-management-gilbert-az-336335.md)) | 336335 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Cognis Retirement Group LLC](https://advisorcensus.com/firm/cognis-retirement-group-llc-phoenix-az-166814) ([md](https://advisorcensus.com/firm/cognis-retirement-group-llc-phoenix-az-166814.md)) | 166814 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Coherent Financial Advisers, LLC](https://advisorcensus.com/firm/coherent-financial-advisers-llc-glendale-az-281877) ([md](https://advisorcensus.com/firm/coherent-financial-advisers-llc-glendale-az-281877.md)) | 281877 | Glendale, AZ | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Other |
| [Cole Wealth Management, LLC](https://advisorcensus.com/firm/cole-wealth-management-llc-scottsdale-az-134509) ([md](https://advisorcensus.com/firm/cole-wealth-management-llc-scottsdale-az-134509.md)) | 134509 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Copper Square Private Wealth, LLC](https://advisorcensus.com/firm/copper-square-private-wealth-llc-313349) ([md](https://advisorcensus.com/firm/copper-square-private-wealth-llc-313349.md)) | 313349 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Corepath Wealth Partners LLC](https://advisorcensus.com/firm/corepath-wealth-partners-llc-scottsdale-az-299951) ([md](https://advisorcensus.com/firm/corepath-wealth-partners-llc-scottsdale-az-299951.md)) | 299951 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [COX Advisors, LLC](https://advisorcensus.com/firm/cox-advisors-llc-gilbert-az-174431) ([md](https://advisorcensus.com/firm/cox-advisors-llc-gilbert-az-174431.md)) | 174431 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Crafted Financial Planning](https://advisorcensus.com/firm/crafted-financial-planning-glendale-az-329597) ([md](https://advisorcensus.com/firm/crafted-financial-planning-glendale-az-329597.md)) | 329597 | Glendale, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [CSP Financial Group LLC](https://advisorcensus.com/firm/csp-financial-group-llc-scottsdale-az-310819) ([md](https://advisorcensus.com/firm/csp-financial-group-llc-scottsdale-az-310819.md)) | 310819 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Curafin Advisors](https://advisorcensus.com/firm/curafin-advisors-phoenix-az-329091) ([md](https://advisorcensus.com/firm/curafin-advisors-phoenix-az-329091.md)) | 329091 | Phoenix, AZ | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Currents Wealth Strategies LLC](https://advisorcensus.com/firm/currents-wealth-strategies-llc-339968) ([md](https://advisorcensus.com/firm/currents-wealth-strategies-llc-339968.md)) | 339968 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [D Squared Capital Management, LLC](https://advisorcensus.com/firm/d-squared-capital-management-llc-oro-valley-az-154019) ([md](https://advisorcensus.com/firm/d-squared-capital-management-llc-oro-valley-az-154019.md)) | 154019 | Oro Valley, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Fixed fee |
| [Daring Greatly Wealth](https://advisorcensus.com/firm/daring-greatly-wealth-343678) ([md](https://advisorcensus.com/firm/daring-greatly-wealth-343678.md)) | 343678 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Degreen Private Wealth, LLC](https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192) ([md](https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192.md)) | 332192 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [DEW Wealth Management](https://advisorcensus.com/firm/dew-wealth-management-scottsdale-az-114148) ([md](https://advisorcensus.com/firm/dew-wealth-management-scottsdale-az-114148.md)) | 114148 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee, Other |
| [Dogwood Capital Management](https://advisorcensus.com/firm/dogwood-capital-management-prescott-az-126568) ([md](https://advisorcensus.com/firm/dogwood-capital-management-prescott-az-126568.md)) | 126568 | Prescott, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [DSA Asset Management, LLC](https://advisorcensus.com/firm/dsa-asset-management-llc-chandler-az-284185) ([md](https://advisorcensus.com/firm/dsa-asset-management-llc-chandler-az-284185.md)) | 284185 | Chandler, AZ | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Dwyer Financial, LLC](https://advisorcensus.com/firm/dwyer-financial-llc-flagstaff-az-288470) ([md](https://advisorcensus.com/firm/dwyer-financial-llc-flagstaff-az-288470.md)) | 288470 | Flagstaff, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Dynamic](https://advisorcensus.com/firm/dynamic-phoenix-az-151367) ([md](https://advisorcensus.com/firm/dynamic-phoenix-az-151367.md)) | 151367 | Phoenix, AZ | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Hourly, Fixed fee, Other |
| [Dynamic Financial Planning](https://advisorcensus.com/firm/dynamic-financial-planning-322253) ([md](https://advisorcensus.com/firm/dynamic-financial-planning-322253.md)) | 322253 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Dynamic Financial Solutions, LLC](https://advisorcensus.com/firm/dynamic-financial-solutions-llc-phoenix-az-144965) ([md](https://advisorcensus.com/firm/dynamic-financial-solutions-llc-phoenix-az-144965.md)) | 144965 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Dynamic Wealth Advisors](https://advisorcensus.com/firm/dynamic-wealth-advisors-surprise-az-169792) ([md](https://advisorcensus.com/firm/dynamic-wealth-advisors-surprise-az-169792.md)) | 169792 | Surprise, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [East Valley Wealth LLC](https://advisorcensus.com/firm/east-valley-wealth-llc-gilbert-az-314715) ([md](https://advisorcensus.com/firm/east-valley-wealth-llc-gilbert-az-314715.md)) | 314715 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Eaton-Cambridge Inc.](https://advisorcensus.com/firm/eaton-cambridge-inc-phoenix-az-116798) ([md](https://advisorcensus.com/firm/eaton-cambridge-inc-phoenix-az-116798.md)) | 116798 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Ebis](https://advisorcensus.com/firm/ebis-phoenix-az-164024) ([md](https://advisorcensus.com/firm/ebis-phoenix-az-164024.md)) | 164024 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Elevate Financial](https://advisorcensus.com/firm/elevate-financial-scottsdale-az-172375) ([md](https://advisorcensus.com/firm/elevate-financial-scottsdale-az-172375.md)) | 172375 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Elion Financial, LLC](https://advisorcensus.com/firm/elion-financial-llc-tucson-az-334200) ([md](https://advisorcensus.com/firm/elion-financial-llc-tucson-az-334200.md)) | 334200 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 1 | Fixed fee |

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

Cite as: AdvisorCensus. Flat-fee financial advisors in Arizona: 358 firms from Form ADV filings as of October 2026.