# Fee-only financial advisors in Phoenix, AZ

> AdvisorCensus lists 122 investment advisory firms with a principal office in the Phoenix metro area 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/phoenix/fee-only

## At a glance

- Investment advisory firms: 122
- Registration: SEC-registered investment adviser: 40, State-registered investment adviser: 82
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 122 (100%); Percentage of assets 118 (97%); Hourly charges 56 (46%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 68 (56%)
- Regulatory assets under management (Item 5.F): Under $25 million 46 (38%); $25 million to $100 million 33 (27%); $100 million to $500 million 26 (21%); $500 million to $1 billion 6 (5%); $1 billion to $5 billion 7 (6%); Not reported 4 (3%)
- Years registered: Under 5 years 49 (40%); 5 to 9 years 22 (18%); 10 to 19 years 38 (31%); 20 years or more 12 (10%); Not reported 1 (1%)

## Firms (page 1 of 3, 1 to 50 of 122, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1 Union Management, LLC](https://advisorcensus.com/firm/1-union-management-llc-phoenix-az-282892) ([md](https://advisorcensus.com/firm/1-union-management-llc-phoenix-az-282892.md)) | 282892 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [49th Parallel Wealth Management](https://advisorcensus.com/firm/49th-parallel-wealth-management-scottsdale-az-332829) ([md](https://advisorcensus.com/firm/49th-parallel-wealth-management-scottsdale-az-332829.md)) | 332829 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Alpha Financial Nordic](https://advisorcensus.com/firm/alpha-financial-nordic-fountain-hills-az-175450) ([md](https://advisorcensus.com/firm/alpha-financial-nordic-fountain-hills-az-175450.md)) | 175450 | Fountain Hills, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Aquifer Capital, LLC](https://advisorcensus.com/firm/aquifer-capital-llc-phoenix-az-165364) ([md](https://advisorcensus.com/firm/aquifer-capital-llc-phoenix-az-165364.md)) | 165364 | Phoenix, AZ | State-registered investment adviser | Not reported | 13 | % of assets |
| [Arcadia Wealth LLC](https://advisorcensus.com/firm/arcadia-wealth-llc-phoenix-az-312464) ([md](https://advisorcensus.com/firm/arcadia-wealth-llc-phoenix-az-312464.md)) | 312464 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Arete Financial Solutions, LLC](https://advisorcensus.com/firm/arete-financial-solutions-llc-goodyear-az-314310) ([md](https://advisorcensus.com/firm/arete-financial-solutions-llc-goodyear-az-314310.md)) | 314310 | Goodyear, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [ARQ Wealth Advisors, LLC](https://advisorcensus.com/firm/arq-wealth-advisors-llc-scottsdale-az-147351) ([md](https://advisorcensus.com/firm/arq-wealth-advisors-llc-scottsdale-az-147351.md)) | 147351 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee |
| [Aurora Financial Planning & Investment Management LLC](https://advisorcensus.com/firm/aurora-financial-planning-and-investment-management-llc-scottsdale-az-291658) ([md](https://advisorcensus.com/firm/aurora-financial-planning-and-investment-management-llc-scottsdale-az-291658.md)) | 291658 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Big Cedar Investment Advisors](https://advisorcensus.com/firm/big-cedar-investment-advisors-scottsdale-az-281788) ([md](https://advisorcensus.com/firm/big-cedar-investment-advisors-scottsdale-az-281788.md)) | 281788 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Bledsoe Asset Management, LLC](https://advisorcensus.com/firm/bledsoe-asset-management-llc-phoenix-az-145943) ([md](https://advisorcensus.com/firm/bledsoe-asset-management-llc-phoenix-az-145943.md)) | 145943 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Bonnema Wealth Management LLC](https://advisorcensus.com/firm/bonnema-wealth-management-llc-scottsdale-az-173526) ([md](https://advisorcensus.com/firm/bonnema-wealth-management-llc-scottsdale-az-173526.md)) | 173526 | Scottsdale, AZ | State-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [BOX Hill Private Wealth](https://advisorcensus.com/firm/box-hill-private-wealth-scottsdale-az-322620) ([md](https://advisorcensus.com/firm/box-hill-private-wealth-scottsdale-az-322620.md)) | 322620 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Bridge Financial Strategies](https://advisorcensus.com/firm/bridge-financial-strategies-scottsdale-az-298134) ([md](https://advisorcensus.com/firm/bridge-financial-strategies-scottsdale-az-298134.md)) | 298134 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Brock Asset Management](https://advisorcensus.com/firm/brock-asset-management-gilbert-az-116791) ([md](https://advisorcensus.com/firm/brock-asset-management-gilbert-az-116791.md)) | 116791 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Carefree Investment Consulting](https://advisorcensus.com/firm/carefree-investment-consulting-carefree-az-316197) ([md](https://advisorcensus.com/firm/carefree-investment-consulting-carefree-az-316197.md)) | 316197 | Carefree, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Chevelon Capital Management LLC](https://advisorcensus.com/firm/chevelon-capital-management-llc-scottsdale-az-298609) ([md](https://advisorcensus.com/firm/chevelon-capital-management-llc-scottsdale-az-298609.md)) | 298609 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Claremont Capital Management, LLC](https://advisorcensus.com/firm/claremont-capital-management-llc-phoenix-az-155189) ([md](https://advisorcensus.com/firm/claremont-capital-management-llc-phoenix-az-155189.md)) | 155189 | Phoenix, AZ | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets |
| [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 |
| [Covenant Financial Advisors, LLC](https://advisorcensus.com/firm/covenant-financial-advisors-llc-phoenix-az-328840) ([md](https://advisorcensus.com/firm/covenant-financial-advisors-llc-phoenix-az-328840.md)) | 328840 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [CPA Advisory Services, P.C.](https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170) ([md](https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170.md)) | 114170 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [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 |
| [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 |
| [Deborah Wealth Advisory LLC](https://advisorcensus.com/firm/deborah-wealth-advisory-llc-phoenix-az-341446) ([md](https://advisorcensus.com/firm/deborah-wealth-advisory-llc-phoenix-az-341446.md)) | 341446 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Decisionpoint Financial, LLC](https://advisorcensus.com/firm/decisionpoint-financial-llc-mesa-az-296988) ([md](https://advisorcensus.com/firm/decisionpoint-financial-llc-mesa-az-296988.md)) | 296988 | Mesa, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly |
| [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 |
| [Disciplined Money, LLC](https://advisorcensus.com/firm/disciplined-money-llc-phoenix-az-173349) ([md](https://advisorcensus.com/firm/disciplined-money-llc-phoenix-az-173349.md)) | 173349 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 11 | Hourly |
| [Domask Wealth Management, LLC](https://advisorcensus.com/firm/domask-wealth-management-llc-phoenix-az-154629) ([md](https://advisorcensus.com/firm/domask-wealth-management-llc-phoenix-az-154629.md)) | 154629 | Phoenix, AZ | State-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [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 |
| [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 |
| [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 |
| [Elevate Investment Management, LLC](https://advisorcensus.com/firm/elevate-investment-management-llc-scottsdale-az-337862) ([md](https://advisorcensus.com/firm/elevate-investment-management-llc-scottsdale-az-337862.md)) | 337862 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Enso Financial](https://advisorcensus.com/firm/enso-financial-phoenix-az-328410) ([md](https://advisorcensus.com/firm/enso-financial-phoenix-az-328410.md)) | 328410 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Essential Investing](https://advisorcensus.com/firm/essential-investing-phoenix-az-242790) ([md](https://advisorcensus.com/firm/essential-investing-phoenix-az-242790.md)) | 242790 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Evolve Wealth Advisors LP](https://advisorcensus.com/firm/evolve-wealth-advisors-lp-scottsdale-az-316038) ([md](https://advisorcensus.com/firm/evolve-wealth-advisors-lp-scottsdale-az-316038.md)) | 316038 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly |
| [Family Office Investment Advisory LLC](https://advisorcensus.com/firm/family-office-investment-advisory-llc-scottsdale-az-339607) ([md](https://advisorcensus.com/firm/family-office-investment-advisory-llc-scottsdale-az-339607.md)) | 339607 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Farnam Financial](https://advisorcensus.com/firm/farnam-financial-phoenix-az-306180) ([md](https://advisorcensus.com/firm/farnam-financial-phoenix-az-306180.md)) | 306180 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Finco Investment Services, Inc.](https://advisorcensus.com/firm/finco-investment-services-inc-gilbert-az-163491) ([md](https://advisorcensus.com/firm/finco-investment-services-inc-gilbert-az-163491.md)) | 163491 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Foothills Wealth Management, LLC](https://advisorcensus.com/firm/foothills-wealth-management-llc-cave-creek-az-335034) ([md](https://advisorcensus.com/firm/foothills-wealth-management-llc-cave-creek-az-335034.md)) | 335034 | Cave Creek, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Forward Financial Planning LLC](https://advisorcensus.com/firm/forward-financial-planning-llc-phoenix-az-322647) ([md](https://advisorcensus.com/firm/forward-financial-planning-llc-phoenix-az-322647.md)) | 322647 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Fuller Asset Management, LLC](https://advisorcensus.com/firm/fuller-asset-management-llc-scottsdale-az-134446) ([md](https://advisorcensus.com/firm/fuller-asset-management-llc-scottsdale-az-134446.md)) | 134446 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Galvin, Gaustad & Stein, LLC](https://advisorcensus.com/firm/galvin-gaustad-and-stein-llc-scottsdale-az-153410) ([md](https://advisorcensus.com/firm/galvin-gaustad-and-stein-llc-scottsdale-az-153410.md)) | 153410 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Gilbert Private Wealth LLC](https://advisorcensus.com/firm/gilbert-private-wealth-llc-scottsdale-az-342519) ([md](https://advisorcensus.com/firm/gilbert-private-wealth-llc-scottsdale-az-342519.md)) | 342519 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Global Strategic Nextgen Ocio](https://advisorcensus.com/firm/global-strategic-nextgen-ocio-scottsdale-az-175300) ([md](https://advisorcensus.com/firm/global-strategic-nextgen-ocio-scottsdale-az-175300.md)) | 175300 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [Harding Wealth, Inc.](https://advisorcensus.com/firm/harding-wealth-inc-tempe-az-282686) ([md](https://advisorcensus.com/firm/harding-wealth-inc-tempe-az-282686.md)) | 282686 | Tempe, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Heintz Wealth Management, LLC](https://advisorcensus.com/firm/heintz-wealth-management-llc-scottsdale-az-286160) ([md](https://advisorcensus.com/firm/heintz-wealth-management-llc-scottsdale-az-286160.md)) | 286160 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Intelligent Capitalworks](https://advisorcensus.com/firm/intelligent-capitalworks-scottsdale-az-135081) ([md](https://advisorcensus.com/firm/intelligent-capitalworks-scottsdale-az-135081.md)) | 135081 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Interwealth Management, LLC](https://advisorcensus.com/firm/interwealth-management-llc-scottsdale-az-155597) ([md](https://advisorcensus.com/firm/interwealth-management-llc-scottsdale-az-155597.md)) | 155597 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Intrinsic Value Partners, LLC](https://advisorcensus.com/firm/intrinsic-value-partners-llc-phoenix-az-165214) ([md](https://advisorcensus.com/firm/intrinsic-value-partners-llc-phoenix-az-165214.md)) | 165214 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly |

- Next page: https://advisorcensus.com/advisors/az/phoenix/fee-only/page/2.md

## Questions people ask

**How many financial advisory firms are there in Phoenix, AZ?**
AdvisorCensus lists 463 investment advisory firms with a principal office in the Phoenix metro area, from Form ADV filings as of October 2026: 179 SEC-registered, 253 state-registered, and 31 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 Phoenix, AZ?**
122 of the 463 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 Phoenix, AZ offer financial planning?**
317 of the 432 firms in Phoenix, AZ 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 Phoenix, AZ 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 122 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.

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Cite as: AdvisorCensus. Fee-only financial advisors in Phoenix, AZ: 122 firms from Form ADV filings as of October 2026.