{
  "path": "/advisors/az/flat-fee",
  "url": "https://advisorcensus.com/advisors/az/flat-fee/page/4",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Arizona",
  "filters": {},
  "scope_total": 358,
  "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": "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.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Arizona: 358 firms from Form ADV filings as of October 2026.",
  "total_firms": 358,
  "page": 4,
  "total_pages": 8,
  "sort": "name",
  "registration_types": {
    "sec": 128,
    "state": 230,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 122
    },
    {
      "code": "percentage_of_aum",
      "count": 328
    },
    {
      "code": "hourly",
      "count": 247
    },
    {
      "code": "subscription",
      "count": 6
    },
    {
      "code": "fixed",
      "count": 358
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 16
    },
    {
      "code": "other",
      "count": 49
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 138
    },
    {
      "code": "5_to_9",
      "count": 99
    },
    {
      "code": "10_to_19",
      "count": 75
    },
    {
      "code": "20_plus",
      "count": 45
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 132
    },
    {
      "code": "25m_100m",
      "count": 79
    },
    {
      "code": "100m_500m",
      "count": 92
    },
    {
      "code": "500m_1b",
      "count": 9
    },
    {
      "code": "1b_5b",
      "count": 17
    },
    {
      "code": "over_5b",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 23
    }
  ],
  "firms": [
    {
      "crd_number": 167657,
      "name": "Immaculate Wealth Management, LLC",
      "name_as_filed": "IMMACULATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/immaculate-wealth-management-llc-mesa-az-167657",
      "city": "Mesa",
      "state": "AZ",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289906,
      "name": "Innovative Financial Solutions, Inc.",
      "name_as_filed": "INNOVATIVE FINANCIAL SOLUTIONS, INC.",
      "url": "https://advisorcensus.com/firm/innovative-financial-solutions-inc-chandler-az-289906",
      "city": "Chandler",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291326,
      "name": "Integrated Financial Solutions, PLLC",
      "name_as_filed": "INTEGRATED FINANCIAL SOLUTIONS, PLLC",
      "url": "https://advisorcensus.com/firm/integrated-financial-solutions-pllc-mesa-az-291326",
      "city": "Mesa",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135081,
      "name": "Intelligent Capitalworks",
      "name_as_filed": "INTELLIGENT CAPITALWORKS",
      "url": "https://advisorcensus.com/firm/intelligent-capitalworks-scottsdale-az-135081",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168135,
      "name": "Invest Smart USA, Inc.",
      "name_as_filed": "INVEST SMART USA, INC.",
      "url": "https://advisorcensus.com/firm/invest-smart-usa-inc-scottsdale-az-168135",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316167,
      "name": "Investedge Planning",
      "name_as_filed": "INVESTEDGE PLANNING",
      "url": "https://advisorcensus.com/firm/investedge-planning-peoria-az-316167",
      "city": "Peoria",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288008,
      "name": "Invicta Financial Group",
      "name_as_filed": "INVICTA FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/invicta-financial-group-yuma-az-288008",
      "city": "Yuma",
      "state": "AZ",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334988,
      "name": "Iridescent Capital Management",
      "name_as_filed": "IRIDESCENT CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/iridescent-capital-management-334988",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155276,
      "name": "Ironwood Wealth Advisors, LLC",
      "name_as_filed": "IRONWOOD WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ironwood-wealth-advisors-llc-scottsdale-az-155276",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 200511,
      "name": "Ironwood Wealth Management, LLC",
      "name_as_filed": "IRONWOOD WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ironwood-wealth-management-llc-chandler-az-200511",
      "city": "Chandler",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309849,
      "name": "J.A. Lawrence Wealth Management",
      "name_as_filed": "J.A. LAWRENCE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/j-a-lawrence-wealth-management-flagstaff-az-309849",
      "city": "Flagstaff",
      "state": "AZ",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339432,
      "name": "Jain Wealthonomics",
      "name_as_filed": "JAIN WEALTHONOMICS",
      "url": "https://advisorcensus.com/firm/jain-wealthonomics-phoenix-az-339432",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323940,
      "name": "Janus Financial",
      "name_as_filed": "JANUS FINANCIAL",
      "url": "https://advisorcensus.com/firm/janus-financial-scottsdale-az-323940",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338561,
      "name": "Jariwala Financial Wellness, LLC",
      "name_as_filed": "JARIWALA FINANCIAL WELLNESS, LLC",
      "url": "https://advisorcensus.com/firm/jariwala-financial-wellness-llc-mesa-az-338561",
      "city": "Mesa",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130319,
      "name": "JIM Hannley, LLC",
      "name_as_filed": "JIM HANNLEY, LLC",
      "url": "https://advisorcensus.com/firm/jim-hannley-llc-130319",
      "city": null,
      "state": null,
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104621,
      "name": "Johnson Financial Advisors",
      "name_as_filed": "JOHNSON FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/johnson-financial-advisors-tempe-az-104621",
      "city": "Tempe",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117256,
      "name": "Joseph Seep & Associates, LLC",
      "name_as_filed": "JOSEPH SEEP & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/joseph-seep-and-associates-llc-117256",
      "city": null,
      "state": null,
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298110,
      "name": "Juncture Wealth Strategies, LLC",
      "name_as_filed": "JUNCTURE WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/juncture-wealth-strategies-llc-scottsdale-az-298110",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150158,
      "name": "Kamson Financial",
      "name_as_filed": "KAMSON FINANCIAL",
      "url": "https://advisorcensus.com/firm/kamson-financial-mesa-az-150158",
      "city": "Mesa",
      "state": "AZ",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153085,
      "name": "Karpinski Financial, LLC",
      "name_as_filed": "KARPINSKI FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/karpinski-financial-llc-scottsdale-az-153085",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148884,
      "name": "Keats, Connelly & Associates, Inc",
      "name_as_filed": "KEATS, CONNELLY & ASSOCIATES, INC",
      "url": "https://advisorcensus.com/firm/keats-connelly-and-associates-inc-phoenix-az-148884",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340407,
      "name": "Kerns Legacy Planning",
      "name_as_filed": "KERNS LEGACY PLANNING",
      "url": "https://advisorcensus.com/firm/kerns-legacy-planning-phoenix-az-340407",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146054,
      "name": "Key Group Management, Inc.",
      "name_as_filed": "KEY GROUP MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/key-group-management-inc-fountain-hills-az-146054",
      "city": "Fountain Hills",
      "state": "AZ",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155676,
      "name": "Kingdom Financial Group, LLC",
      "name_as_filed": "KINGDOM FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/kingdom-financial-group-llc-peoria-az-155676",
      "city": "Peoria",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328498,
      "name": "Kingdom Wealth Advisers",
      "name_as_filed": "KINGDOM WEALTH ADVISERS",
      "url": "https://advisorcensus.com/firm/kingdom-wealth-advisers-gilbert-az-328498",
      "city": "Gilbert",
      "state": "AZ",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306672,
      "name": "Kinghorn Law | Financial",
      "name_as_filed": "KINGHORN LAW | FINANCIAL",
      "url": "https://advisorcensus.com/firm/kinghorn-law-financial-tucson-az-306672",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338475,
      "name": "Kingsley Wealth Partners, Inc.",
      "name_as_filed": "KINGSLEY WEALTH PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/kingsley-wealth-partners-inc-gilbert-az-338475",
      "city": "Gilbert",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306771,
      "name": "Know Your Worth Financial",
      "name_as_filed": "KNOW YOUR WORTH FINANCIAL",
      "url": "https://advisorcensus.com/firm/know-your-worth-financial-306771",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174813,
      "name": "Krozel Capital Management, LLC",
      "name_as_filed": "KROZEL CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/krozel-capital-management-llc-scottsdale-az-174813",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113862,
      "name": "Krueger Financial",
      "name_as_filed": "KRUEGER FINANCIAL",
      "url": "https://advisorcensus.com/firm/krueger-financial-phoenix-az-113862",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 32,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105968,
      "name": "Lane Brothers Investment Counsel",
      "name_as_filed": "LANE BROTHERS INVESTMENT COUNSEL",
      "url": "https://advisorcensus.com/firm/lane-brothers-investment-counsel-prescott-az-105968",
      "city": "Prescott",
      "state": "AZ",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160847,
      "name": "Larson Wealth Management, LLC",
      "name_as_filed": "LARSON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/larson-wealth-management-llc-mesa-az-160847",
      "city": "Mesa",
      "state": "AZ",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286172,
      "name": "Lazarow Wealth Management",
      "name_as_filed": "LAZAROW WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lazarow-wealth-management-tucson-az-286172",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281027,
      "name": "Legacy Cornerstone Wealth LLC",
      "name_as_filed": "LEGACY CORNERSTONE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/legacy-cornerstone-wealth-llc-peoria-az-281027",
      "city": "Peoria",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305770,
      "name": "Lessard Wealth Management",
      "name_as_filed": "LESSARD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lessard-wealth-management-scottsdale-az-305770",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170087,
      "name": "Levin Funding Group LLC",
      "name_as_filed": "LEVIN FUNDING GROUP LLC",
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    },
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      "crd_number": 326261,
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      "url": "https://advisorcensus.com/firm/luminvest-wealth-management-llc-scottsdale-az-326261",
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    {
      "crd_number": 341240,
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    },
    {
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      "name_as_filed": "MACC IV GROUP",
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      "name_as_filed": "MARGO FINANCIAL",
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      "name_as_filed": "MCBEE ADVISORS, INC.",
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      "name_as_filed": "MCBRIDE FINANCIAL SERVICES, INC.",
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      ],
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    },
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}