{
  "path": "/advisors/az/flat-fee",
  "url": "https://advisorcensus.com/advisors/az/flat-fee/page/6",
  "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": 6,
  "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": 113980,
      "name": "Rubicon Financial Network",
      "name_as_filed": "RUBICON FINANCIAL NETWORK",
      "url": "https://advisorcensus.com/firm/rubicon-financial-network-tempe-az-113980",
      "city": "Tempe",
      "state": "AZ",
      "years_registered": 28,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113754,
      "name": "S.E. Thorn & Co.",
      "name_as_filed": "S.E. THORN & CO.",
      "url": "https://advisorcensus.com/firm/s-e-thorn-and-co-113754",
      "city": null,
      "state": null,
      "years_registered": 31,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116933,
      "name": "Sage Financial Advisors Inc.",
      "name_as_filed": "SAGE FINANCIAL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/sage-financial-advisors-inc-scottsdale-az-116933",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343892,
      "name": "Sage Saguaro Financial Planning",
      "name_as_filed": "SAGE SAGUARO FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/sage-saguaro-financial-planning-glendale-az-343892",
      "city": "Glendale",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112021,
      "name": "Saratoga Capital Management, LLC",
      "name_as_filed": "SARATOGA CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/saratoga-capital-management-llc-avondale-az-112021",
      "city": "Avondale",
      "state": "AZ",
      "years_registered": 32,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308391,
      "name": "SBC Investment Management, LLC",
      "name_as_filed": "SBC INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/sbc-investment-management-llc-scottsdale-az-308391",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339660,
      "name": "Schulz Financial Group",
      "name_as_filed": "SCHULZ FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/schulz-financial-group-tucson-az-339660",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285907,
      "name": "Scottsdale Wealth Advisory LLC",
      "name_as_filed": "SCOTTSDALE WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/scottsdale-wealth-advisory-llc-paradise-valley-az-285907",
      "city": "Paradise Valley",
      "state": "AZ",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169248,
      "name": "Scottsdale Wealth Planning, Inc.",
      "name_as_filed": "SCOTTSDALE WEALTH PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/scottsdale-wealth-planning-inc-scottsdale-az-169248",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128028,
      "name": "Second Look Financial, LLC.",
      "name_as_filed": "SECOND LOOK FINANCIAL, LLC.",
      "url": "https://advisorcensus.com/firm/second-look-financial-llc-128028",
      "city": null,
      "state": null,
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128079,
      "name": "Sensible Investment Strategies, LLC",
      "name_as_filed": "SENSIBLE INVESTMENT STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/sensible-investment-strategies-llc-128079",
      "city": null,
      "state": null,
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158641,
      "name": "Sensible Money, LLC",
      "name_as_filed": "SENSIBLE MONEY, LLC",
      "url": "https://advisorcensus.com/firm/sensible-money-llc-scottsdale-az-158641",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166808,
      "name": "Seros Wealth Partners",
      "name_as_filed": "SEROS WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/seros-wealth-partners-gilbert-az-166808",
      "city": "Gilbert",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310597,
      "name": "SG Wealth Managers LLC",
      "name_as_filed": "SG WEALTH MANAGERS LLC",
      "url": "https://advisorcensus.com/firm/sg-wealth-managers-llc-scottsdale-az-310597",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290719,
      "name": "Sharpepoint, LLC",
      "name_as_filed": "SHARPEPOINT, LLC",
      "url": "https://advisorcensus.com/firm/sharpepoint-llc-phoenix-az-290719",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305645,
      "name": "Shepherd Wealth & Retirement LLC",
      "name_as_filed": "SHEPHERD WEALTH & RETIREMENT LLC",
      "url": "https://advisorcensus.com/firm/shepherd-wealth-and-retirement-llc-tucson-az-305645",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172113,
      "name": "Sierra Legacy Group",
      "name_as_filed": "SIERRA LEGACY GROUP",
      "url": "https://advisorcensus.com/firm/sierra-legacy-group-scottsdale-az-172113",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157856,
      "name": "Silverman + Associates Wealth Management, LLC",
      "name_as_filed": "SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/silverman-plus-associates-wealth-management-llc-tucson-az-157856",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326033,
      "name": "Singh PWM LLC",
      "name_as_filed": "SINGH PWM LLC",
      "url": "https://advisorcensus.com/firm/singh-pwm-llc-326033",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290674,
      "name": "Six Sigma Wealth Advisors, LLC",
      "name_as_filed": "SIX SIGMA WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/six-sigma-wealth-advisors-llc-scottsdale-az-290674",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323310,
      "name": "Smartalpha Wealth Advisors LLC",
      "name_as_filed": "SMARTALPHA WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/smartalpha-wealth-advisors-llc-323310",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171535,
      "name": "Smartt Wealth Solutions, LLC",
      "name_as_filed": "SMARTT WEALTH SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/smartt-wealth-solutions-llc-gilbert-az-171535",
      "city": "Gilbert",
      "state": "AZ",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151830,
      "name": "Solitude Canyon Investment Advisors, LLC",
      "name_as_filed": "SOLITUDE CANYON INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/solitude-canyon-investment-advisors-llc-151830",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311485,
      "name": "Sonmore Financial LLC",
      "name_as_filed": "SONMORE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/sonmore-financial-llc-chandler-az-311485",
      "city": "Chandler",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312685,
      "name": "Southwest Investment Advisors, Inc.",
      "name_as_filed": "SOUTHWEST INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/southwest-investment-advisors-inc-tucson-az-312685",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149040,
      "name": "Sovereign Investment Advisors LLC",
      "name_as_filed": "SOVEREIGN INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/sovereign-investment-advisors-llc-phoenix-az-149040",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173383,
      "name": "Stableford Capital LLC",
      "name_as_filed": "STABLEFORD CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/stableford-capital-llc-scottsdale-az-173383",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281386,
      "name": "Stewardship Financial",
      "name_as_filed": "STEWARDSHIP FINANCIAL",
      "url": "https://advisorcensus.com/firm/stewardship-financial-gilbert-az-281386",
      "city": "Gilbert",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 202512,
      "name": "Stewardship Wealth Advisors",
      "name_as_filed": "STEWARDSHIP WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/stewardship-wealth-advisors-phoenix-az-202512",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111320,
      "name": "Stoker Ostler, a Part of BMO Financial Group",
      "name_as_filed": "STOKER OSTLER, A PART OF BMO FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 29,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311404,
      "name": "Stonecrest Wealth Management, Inc",
      "name_as_filed": "STONECREST WEALTH MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/stonecrest-wealth-management-inc-chandler-az-311404",
      "city": "Chandler",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130015,
      "name": "Stonewall Equities, Ltd.",
      "name_as_filed": "STONEWALL EQUITIES, LTD.",
      "url": "https://advisorcensus.com/firm/stonewall-equities-ltd-130015",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175153,
      "name": "Strategic Financial Group, PLC",
      "name_as_filed": "STRATEGIC FINANCIAL GROUP, PLC",
      "url": "https://advisorcensus.com/firm/strategic-financial-group-plc-175153",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165839,
      "name": "Strategic Income Group LLC",
      "name_as_filed": "STRATEGIC INCOME GROUP LLC",
      "url": "https://advisorcensus.com/firm/strategic-income-group-llc-chandler-az-165839",
      "city": "Chandler",
      "state": "AZ",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114167,
      "name": "Strategic Wealth Advisors, LLC",
      "name_as_filed": "STRATEGIC WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 22,
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  "csv": null,
  "source": {
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    "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"
  }
}