# 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/page/3

## 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 3 of 3, 101 to 122 of 122, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Taylor Frigon Family Office, LLC](https://advisorcensus.com/firm/taylor-frigon-family-office-llc-scottsdale-az-323249) ([md](https://advisorcensus.com/firm/taylor-frigon-family-office-llc-scottsdale-az-323249.md)) | 323249 | Scottsdale, AZ | SEC-registered investment adviser | Under $25 million | 3 | % of assets |
| [Tehrani Wealth Management, LLC](https://advisorcensus.com/firm/tehrani-wealth-management-llc-phoenix-az-155802) ([md](https://advisorcensus.com/firm/tehrani-wealth-management-llc-phoenix-az-155802.md)) | 155802 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Templeton Financial Services Inc.](https://advisorcensus.com/firm/templeton-financial-services-inc-chandler-az-128240) ([md](https://advisorcensus.com/firm/templeton-financial-services-inc-chandler-az-128240.md)) | 128240 | Chandler, AZ | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [The Coleridge Group LLC](https://advisorcensus.com/firm/the-coleridge-group-llc-phoenix-az-108335) ([md](https://advisorcensus.com/firm/the-coleridge-group-llc-phoenix-az-108335.md)) | 108335 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 13 | Hourly, Fixed fee |
| [The Innes Associates, Ltd.](https://advisorcensus.com/firm/the-innes-associates-ltd-tempe-az-117326) ([md](https://advisorcensus.com/firm/the-innes-associates-ltd-tempe-az-117326.md)) | 117326 | Tempe, AZ | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly, Fixed fee |
| [The Planning Associates, Inc.](https://advisorcensus.com/firm/the-planning-associates-inc-phoenix-az-121808) ([md](https://advisorcensus.com/firm/the-planning-associates-inc-phoenix-az-121808.md)) | 121808 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Trident Wealth Management, LLC](https://advisorcensus.com/firm/trident-wealth-management-llc-scottsdale-az-142636) ([md](https://advisorcensus.com/firm/trident-wealth-management-llc-scottsdale-az-142636.md)) | 142636 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 19 | % of assets |
| [True Fiduciary Financial Advisors, LLC](https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770) ([md](https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770.md)) | 317770 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Unstoppable Asset](https://advisorcensus.com/firm/unstoppable-asset-phoenix-az-338072) ([md](https://advisorcensus.com/firm/unstoppable-asset-phoenix-az-338072.md)) | 338072 | Phoenix, AZ | SEC-registered investment adviser | Not reported | 0 | % of assets |
| [Versant Capital Management, Inc.](https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692) ([md](https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692.md)) | 131692 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [VM Jones Financial Consulting, L.L.C.](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678) ([md](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678.md)) | 110678 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Watch Guard Capital LLC](https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719) ([md](https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719.md)) | 284719 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Wealth Engineering, LLC](https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549) ([md](https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549.md)) | 128549 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Wealth Management Solutions](https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517) ([md](https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517.md)) | 127517 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Wealthlogic](https://advisorcensus.com/firm/wealthlogic-gilbert-az-326644) ([md](https://advisorcensus.com/firm/wealthlogic-gilbert-az-326644.md)) | 326644 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Wealthstone Private Wealth Management, LLC](https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895) ([md](https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895.md)) | 329895 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Wellfit Financial](https://advisorcensus.com/firm/wellfit-financial-phoenix-az-149167) ([md](https://advisorcensus.com/firm/wellfit-financial-phoenix-az-149167.md)) | 149167 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [Windsor Capital Management, LLC](https://advisorcensus.com/firm/windsor-capital-management-llc-phoenix-az-116593) ([md](https://advisorcensus.com/firm/windsor-capital-management-llc-phoenix-az-116593.md)) | 116593 | Phoenix, AZ | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly |
| [WLTH Capital Management, LLC](https://advisorcensus.com/firm/wlth-capital-management-llc-chandler-az-335594) ([md](https://advisorcensus.com/firm/wlth-capital-management-llc-chandler-az-335594.md)) | 335594 | Chandler, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Yocum Wealth](https://advisorcensus.com/firm/yocum-wealth-phoenix-az-342828) ([md](https://advisorcensus.com/firm/yocum-wealth-phoenix-az-342828.md)) | 342828 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Your Investment Advisor](https://advisorcensus.com/firm/your-investment-advisor-scottsdale-az-333179) ([md](https://advisorcensus.com/firm/your-investment-advisor-scottsdale-az-333179.md)) | 333179 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Zenith Wealth Advisors](https://advisorcensus.com/firm/zenith-wealth-advisors-scottsdale-az-318330) ([md](https://advisorcensus.com/firm/zenith-wealth-advisors-scottsdale-az-318330.md)) | 318330 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |

- Previous 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.

## Related pages

- [Financial advisors in Arizona](https://advisorcensus.com/advisors/az) (https://advisorcensus.com/advisors/az.md)
- [Financial advisors in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix) (https://advisorcensus.com/advisors/az/phoenix.md)
- [Fee-only financial advisors in Arizona](https://advisorcensus.com/advisors/az/fee-only) (https://advisorcensus.com/advisors/az/fee-only.md)
- [Flat-fee financial advisors in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/flat-fee) (https://advisorcensus.com/advisors/az/phoenix/flat-fee.md)
- [Hourly financial advisors in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/hourly) (https://advisorcensus.com/advisors/az/phoenix/hourly.md)
- [Financial advisors for business owners in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/business-owners) (https://advisorcensus.com/advisors/az/phoenix/business-owners.md)
- [Financial advisors for corporate executives in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/corporate-executives) (https://advisorcensus.com/advisors/az/phoenix/corporate-executives.md)
- [Financial advisors for financial independence and early retirement in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/az/phoenix/financial-independence-and-early-retirement.md)
- [Financial advisors in Scottsdale, AZ](https://advisorcensus.com/advisors/az/phoenix/scottsdale) (https://advisorcensus.com/advisors/az/phoenix/scottsdale.md)
- [Financial advisors in Mesa, AZ](https://advisorcensus.com/advisors/az/phoenix/mesa) (https://advisorcensus.com/advisors/az/phoenix/mesa.md)
- [Financial advisors in Gilbert, AZ](https://advisorcensus.com/advisors/az/phoenix/gilbert) (https://advisorcensus.com/advisors/az/phoenix/gilbert.md)
- [Financial advisors in Chandler, AZ](https://advisorcensus.com/advisors/az/phoenix/chandler) (https://advisorcensus.com/advisors/az/phoenix/chandler.md)
- [Financial advisors in Tempe, AZ](https://advisorcensus.com/advisors/az/phoenix/tempe) (https://advisorcensus.com/advisors/az/phoenix/tempe.md)
- [Financial advisors in Glendale, AZ](https://advisorcensus.com/advisors/az/phoenix/glendale) (https://advisorcensus.com/advisors/az/phoenix/glendale.md)
- [Financial advisors in Tucson](https://advisorcensus.com/advisors/az/tucson) (https://advisorcensus.com/advisors/az/tucson.md)
- [Financial advisors in Prescott Valley](https://advisorcensus.com/advisors/az/prescott-valley) (https://advisorcensus.com/advisors/az/prescott-valley.md)
- [Financial advisors in Flagstaff](https://advisorcensus.com/advisors/az/flagstaff) (https://advisorcensus.com/advisors/az/flagstaff.md)
- [Financial advisors in Lake Havasu City](https://advisorcensus.com/advisors/az/lake-havasu-city) (https://advisorcensus.com/advisors/az/lake-havasu-city.md)
- [Financial advisors in Yuma](https://advisorcensus.com/advisors/az/yuma) (https://advisorcensus.com/advisors/az/yuma.md)
- [Financial advisors in Sierra Vista](https://advisorcensus.com/advisors/az/sierra-vista) (https://advisorcensus.com/advisors/az/sierra-vista.md)

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