{ "path": "/advisors/az/phoenix/fee-only", "url": "https://advisorcensus.com/advisors/az/phoenix/fee-only/page/2", "page_type": "metro_fee", "title": "Fee-only financial advisors in Phoenix, AZ", "filters": {}, "scope_total": 122, "faq": [ { "q": "How many financial advisory firms are there in Phoenix, AZ?", "a": "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." }, { "q": "How many fee-only financial advisors are in Phoenix, AZ?", "a": "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." }, { "q": "How many financial advisors in Phoenix, AZ offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Phoenix, AZ 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 122 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 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.", "about_market": "Phoenix has 463 investment advisory firms with a principal office in the metro area as of October 2026: 179 SEC-registered, 253 state-registered, and 31 exempt reporting advisers. 122 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 231 report under $100 million in regulatory assets under management. The metro area has 1,892,613 households, 257,884 of them with income of $200,000 or more, or 557 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Phoenix, AZ: 122 firms from Form ADV filings as of October 2026.", "total_firms": 122, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 40, "state": 82, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 122 }, { "code": "percentage_of_aum", "count": 118 }, { "code": "hourly", "count": 56 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 68 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 49 }, { "code": "5_to_9", "count": 22 }, { "code": "10_to_19", "count": 38 }, { "code": "20_plus", "count": 12 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 46 }, { "code": "25m_100m", "count": 33 }, { "code": "100m_500m", "count": 26 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 7 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "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": 110623, "name": "Ironwood Investment Counsel, LLC", "name_as_filed": "IRONWOOD INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/ironwood-investment-counsel-llc-scottsdale-az-110623", "city": "Scottsdale", "state": "AZ", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "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": 113883, "name": "J.W. Advisors Inc.", "name_as_filed": "J.W. ADVISORS INC.", "url": "https://advisorcensus.com/firm/j-w-advisors-inc-phoenix-az-113883", "city": "Phoenix", "state": "AZ", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 173915, "name": "JW Hecht Wealth Management LLC", "name_as_filed": "JW HECHT WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/jw-hecht-wealth-management-llc-phoenix-az-173915", "city": "Phoenix", "state": "AZ", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 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": 324442, "name": "Legacy Wealth Advisors, Ltd.", "name_as_filed": "LEGACY WEALTH ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-ltd-phoenix-az-324442", "city": "Phoenix", "state": "AZ", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283872, "name": "LGM Capital Management LLC", "name_as_filed": "LGM CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lgm-capital-management-llc-phoenix-az-283872", "city": "Phoenix", "state": "AZ", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321261, "name": "Life Moves Wealth Management", "name_as_filed": "LIFE MOVES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/life-moves-wealth-management-scottsdale-az-321261", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337660, "name": "Luminescent Wealth Management, Inc.", "name_as_filed": "LUMINESCENT WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/luminescent-wealth-management-inc-scottsdale-az-337660", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326261, "name": "Luminvest Wealth Management LLC", "name_as_filed": "LUMINVEST WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/luminvest-wealth-management-llc-scottsdale-az-326261", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341240, "name": "Macallen Capital", "name_as_filed": "MACALLEN CAPITAL", "url": "https://advisorcensus.com/firm/macallen-capital-phoenix-az-341240", "city": "Phoenix", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143285, "name": "Macc IV Group", "name_as_filed": "MACC IV GROUP", "url": "https://advisorcensus.com/firm/macc-iv-group-chandler-az-143285", "city": "Chandler", "state": "AZ", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126899, "name": "Mark Bussey & Associates, LC", "name_as_filed": "MARK BUSSEY & ASSOCIATES, LC", "url": "https://advisorcensus.com/firm/mark-bussey-and-associates-lc-phoenix-az-126899", "city": "Phoenix", "state": "AZ", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143223, "name": "McBee Advisors, Inc.", "name_as_filed": "MCBEE ADVISORS, INC.", "url": "https://advisorcensus.com/firm/mcbee-advisors-inc-glendale-az-143223", "city": "Glendale", "state": "AZ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299703, "name": "Meeks Wealth Management, LLC", "name_as_filed": "MEEKS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meeks-wealth-management-llc-scottsdale-az-299703", "city": "Scottsdale", "state": "AZ", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334704, "name": "Meridian Passage", "name_as_filed": "MERIDIAN PASSAGE", "url": "https://advisorcensus.com/firm/meridian-passage-phoenix-az-334704", "city": "Phoenix", "state": "AZ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338795, "name": "Molinar & Co Financial Advocates", "name_as_filed": "MOLINAR & CO FINANCIAL ADVOCATES", "url": "https://advisorcensus.com/firm/molinar-and-co-financial-advocates-phoenix-az-338795", "city": "Phoenix", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287726, "name": "Montebello Avenue", "name_as_filed": "MONTEBELLO AVENUE", "url": "https://advisorcensus.com/firm/montebello-avenue-phoenix-az-287726", "city": "Phoenix", "state": "AZ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342136, "name": "Next Up Wealth Advisors, LLC", "name_as_filed": "NEXT UP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/next-up-wealth-advisors-llc-scottsdale-az-342136", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157800, "name": "Norris Wealth Management, LLC", "name_as_filed": "NORRIS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/norris-wealth-management-llc-scottsdale-az-157800", "city": "Scottsdale", "state": "AZ", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284449, "name": "North Scottsdale Wealth Advisors, LLC", "name_as_filed": "NORTH SCOTTSDALE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/north-scottsdale-wealth-advisors-llc-scottsdale-az-284449", "city": "Scottsdale", "state": "AZ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 344050, "name": "Nuakh Financial", "name_as_filed": "NUAKH FINANCIAL", "url": "https://advisorcensus.com/firm/nuakh-financial-phoenix-az-344050", "city": "Phoenix", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152687, "name": "O'Connor Capital Advisory, LLC", "name_as_filed": "O'CONNOR CAPITAL ADVISORY, LLC", "url": "https://advisorcensus.com/firm/o-connor-capital-advisory-llc-scottsdale-az-152687", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 198512, "name": "Paul Marascalco Registered Investment Advisor", "name_as_filed": "PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/paul-marascalco-registered-investment-advisor-scottsdale-az-198512", "city": "Scottsdale", "state": "AZ", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305316, "name": "Pinnacle Peak Wealth Management", "name_as_filed": "PINNACLE PEAK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pinnacle-peak-wealth-management-scottsdale-az-305316", "city": "Scottsdale", "state": "AZ", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155377, "name": "Pogson & Matt Wealth Management Group", "name_as_filed": "POGSON & MATT WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/pogson-and-matt-wealth-management-group-phoenix-az-155377", "city": "Phoenix", "state": "AZ", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 124634, "name": "Pro Tax Financial Services, LLC", "name_as_filed": "PRO TAX FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/pro-tax-financial-services-llc-mesa-az-124634", "city": "Mesa", "state": "AZ", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170789, "name": "Process Design Capital Management LLC", "name_as_filed": "PROCESS DESIGN CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/process-design-capital-management-llc-phoenix-az-170789", "city": "Phoenix", "state": "AZ", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115994, "name": "R.H. Investment Group, LLC", "name_as_filed": "R.H. INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/r-h-investment-group-llc-scottsdale-az-115994", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323834, "name": "Reach One Teach One Financial", "name_as_filed": "REACH ONE TEACH ONE FINANCIAL", "url": "https://advisorcensus.com/firm/reach-one-teach-one-financial-phoenix-az-323834", "city": "Phoenix", "state": "AZ", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125676, "name": "RJ Pace Financial", "name_as_filed": "RJ PACE FINANCIAL", "url": "https://advisorcensus.com/firm/rj-pace-financial-glendale-az-125676", "city": "Glendale", "state": "AZ", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123566, "name": "Rockford Asset Management LLC", "name_as_filed": "ROCKFORD ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rockford-asset-management-llc-anthem-az-123566", "city": "Anthem", "state": "AZ", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 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"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": 285932, "name": "Spahn Wealth & Retirement LLC", "name_as_filed": "SPAHN WEALTH & RETIREMENT LLC", "url": "https://advisorcensus.com/firm/spahn-wealth-and-retirement-llc-scottsdale-az-285932", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166126, "name": "Springsteel Investment Advisors, LLC", "name_as_filed": "SPRINGSTEEL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/springsteel-investment-advisors-llc-phoenix-az-166126", "city": "Phoenix", "state": "AZ", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { 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