{
  "path": "/advisors/az/flat-fee",
  "url": "https://advisorcensus.com/advisors/az/flat-fee/page/7",
  "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": 7,
  "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": 174512,
      "name": "The Financial Chase LLC",
      "name_as_filed": "THE FINANCIAL CHASE LLC",
      "url": "https://advisorcensus.com/firm/the-financial-chase-llc-phoenix-az-174512",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117700,
      "name": "The Getzen Group, Inc.",
      "name_as_filed": "THE GETZEN GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 29,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117326,
      "name": "The Innes Associates, Ltd.",
      "name_as_filed": "THE INNES ASSOCIATES, LTD.",
      "url": "https://advisorcensus.com/firm/the-innes-associates-ltd-tempe-az-117326",
      "city": "Tempe",
      "state": "AZ",
      "years_registered": 28,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172730,
      "name": "The Ivy League Advisory Group, LLC",
      "name_as_filed": "THE IVY LEAGUE ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-ivy-league-advisory-group-llc-san-tan-valley-az-172730",
      "city": "San Tan Valley",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122557,
      "name": "The Linkous Group, Ltd.",
      "name_as_filed": "THE LINKOUS GROUP, LTD.",
      "url": "https://advisorcensus.com/firm/the-linkous-group-ltd-fountain-hills-az-122557",
      "city": "Fountain Hills",
      "state": "AZ",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340171,
      "name": "The Money and Values Group",
      "name_as_filed": "THE MONEY AND VALUES GROUP",
      "url": "https://advisorcensus.com/firm/the-money-and-values-group-prescott-az-340171",
      "city": "Prescott",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121808,
      "name": "The Planning Associates, Inc.",
      "name_as_filed": "THE PLANNING ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/the-planning-associates-inc-phoenix-az-121808",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153492,
      "name": "Think Wealth Advisory, LLC",
      "name_as_filed": "THINK WEALTH ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/think-wealth-advisory-llc-scottsdale-az-153492",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319447,
      "name": "Titan Capital Management",
      "name_as_filed": "TITAN CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/titan-capital-management-scottsdale-az-319447",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332492,
      "name": "Tortoise Wealth Management",
      "name_as_filed": "TORTOISE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/tortoise-wealth-management-tempe-az-332492",
      "city": "Tempe",
      "state": "AZ",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108818,
      "name": "Total Investment Management, Inc.",
      "name_as_filed": "TOTAL INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/total-investment-management-inc-scottsdale-az-108818",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331328,
      "name": "Transition Family Wealth",
      "name_as_filed": "TRANSITION FAMILY WEALTH",
      "url": "https://advisorcensus.com/firm/transition-family-wealth-331328",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116089,
      "name": "Transition Financial Advisors Group, LLC",
      "name_as_filed": "TRANSITION FINANCIAL ADVISORS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/transition-financial-advisors-group-llc-gilbert-az-116089",
      "city": "Gilbert",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284140,
      "name": "Treiberg Wealth Management",
      "name_as_filed": "TREIBERG WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/treiberg-wealth-management-tucson-az-284140",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109376,
      "name": "Trek Financial",
      "name_as_filed": "TREK FINANCIAL",
      "url": "https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317770,
      "name": "True Fiduciary Financial Advisors, LLC",
      "name_as_filed": "TRUE FIDUCIARY FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 302020,
      "name": "True North Wealth Management, LLC",
      "name_as_filed": "TRUE NORTH WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/true-north-wealth-management-llc-302020",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314067,
      "name": "Tushaus Wealth Management",
      "name_as_filed": "TUSHAUS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337332,
      "name": "Uncaged Impact",
      "name_as_filed": "UNCAGED IMPACT",
      "url": "https://advisorcensus.com/firm/uncaged-impact-337332",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 20804,
      "name": "United Planners' Financial Services of America a Limited Partner",
      "name_as_filed": "UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER",
      "url": "https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 26,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312568,
      "name": "Vail Financial Advisors",
      "name_as_filed": "VAIL FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/vail-financial-advisors-312568",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343126,
      "name": "Valence Wealth",
      "name_as_filed": "VALENCE WEALTH",
      "url": "https://advisorcensus.com/firm/valence-wealth-scottsdale-az-343126",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310811,
      "name": "Valhalla Advisors LLC",
      "name_as_filed": "VALHALLA ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/valhalla-advisors-llc-glendale-az-310811",
      "city": "Glendale",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146609,
      "name": "Vault Financial, LLC",
      "name_as_filed": "VAULT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/vault-financial-llc-146609",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342038,
      "name": "Vector Dynamics Wealth Management P.L.L.C",
      "name_as_filed": "VECTOR DYNAMICS WEALTH MANAGEMENT P.L.L.C",
      "url": "https://advisorcensus.com/firm/vector-dynamics-wealth-management-p-l-l-c-mesa-az-342038",
      "city": "Mesa",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131692,
      "name": "Versant Capital Management, Inc.",
      "name_as_filed": "VERSANT CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 22,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151568,
      "name": "Verus Capital Partners, LLC",
      "name_as_filed": "VERUS CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132591,
      "name": "Vestpointe Wealth Management, LLC",
      "name_as_filed": "VESTPOINTE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293068,
      "name": "Vibrant Wealth",
      "name_as_filed": "VIBRANT WEALTH",
      "url": "https://advisorcensus.com/firm/vibrant-wealth-chandler-az-293068",
      "city": "Chandler",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290270,
      "name": "Victory Wealth Services, LLC",
      "name_as_filed": "VICTORY WEALTH SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/victory-wealth-services-llc-prescott-az-290270",
      "city": "Prescott",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284152,
      "name": "Vivere Wealth Management LLC",
      "name_as_filed": "VIVERE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/vivere-wealth-management-llc-chandler-az-284152",
      "city": "Chandler",
      "state": "AZ",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110678,
      "name": "VM Jones Financial Consulting, L.L.C.",
      "name_as_filed": "VM JONES FINANCIAL CONSULTING, L.L.C.",
      "url": "https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678",
      "city": "Gilbert",
      "state": "AZ",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153559,
      "name": "Vora Wealth Management, PLLC",
      "name_as_filed": "VORA WEALTH MANAGEMENT, PLLC",
      "url": "https://advisorcensus.com/firm/vora-wealth-management-pllc-flagstaff-az-153559",
      "city": "Flagstaff",
      "state": "AZ",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105913,
      "name": "Wall Capital Group, Inc.",
      "name_as_filed": "WALL CAPITAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/wall-capital-group-inc-phoenix-az-105913",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 34,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284719,
      "name": "Watch Guard Capital LLC",
      "name_as_filed": "WATCH GUARD CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 10,
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      "crd_number": 141981,
      "name": "West Coast Capital Management, LLC",
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    {
      "crd_number": 334109,
      "name": "Westmark Wealth Management",
      "name_as_filed": "WESTMARK WEALTH MANAGEMENT",
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      "crd_number": 310846,
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      "crd_number": 170536,
      "name": "Wisdom Wealth Investment Advisors LLC",
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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"
  }
}