# Flat-fee financial advisors in Phoenix, AZ

> AdvisorCensus lists 247 investment advisory firms with a principal office in the Phoenix metro area 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/phoenix/flat-fee

## At a glance

- Investment advisory firms: 247
- Registration: SEC-registered investment adviser: 105, State-registered investment adviser: 142
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 68 (28%); Percentage of assets 231 (94%); Hourly charges 170 (69%); Subscription fees (newsletter or periodical) 6 (2%); Fixed fees 247 (100%); Commissions 5 (2%); Performance-based fees 14 (6%); Other 39 (16%)
- Regulatory assets under management (Item 5.F): Under $25 million 75 (30%); $25 million to $100 million 57 (23%); $100 million to $500 million 73 (30%); $500 million to $1 billion 6 (2%); $1 billion to $5 billion 16 (6%); Over $5 billion 5 (2%); Not reported 15 (6%)
- Years registered: Under 5 years 92 (37%); 5 to 9 years 72 (29%); 10 to 19 years 55 (22%); 20 years or more 27 (11%); Not reported 1 (0%)

## Firms (page 1 of 5, 1 to 50 of 247, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [17 Capital Partners, LLC](https://advisorcensus.com/firm/17-capital-partners-llc-phoenix-az-283013) ([md](https://advisorcensus.com/firm/17-capital-partners-llc-phoenix-az-283013.md)) | 283013 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [212 Wealth Management](https://advisorcensus.com/firm/212-wealth-management-scottsdale-az-325317) ([md](https://advisorcensus.com/firm/212-wealth-management-scottsdale-az-325317.md)) | 325317 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [21:5 Advisors, LLC](https://advisorcensus.com/firm/21-5-advisors-llc-peoria-az-333198) ([md](https://advisorcensus.com/firm/21-5-advisors-llc-peoria-az-333198.md)) | 333198 | Peoria, AZ | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [3ROOTS Wealth Partners LLC](https://advisorcensus.com/firm/3roots-wealth-partners-llc-scottsdale-az-338300) ([md](https://advisorcensus.com/firm/3roots-wealth-partners-llc-scottsdale-az-338300.md)) | 338300 | Scottsdale, AZ | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Ability First](https://advisorcensus.com/firm/ability-first-phoenix-az-300076) ([md](https://advisorcensus.com/firm/ability-first-phoenix-az-300076.md)) | 300076 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Able Financial Group, LLC](https://advisorcensus.com/firm/able-financial-group-llc-scottsdale-az-323646) ([md](https://advisorcensus.com/firm/able-financial-group-llc-scottsdale-az-323646.md)) | 323646 | Scottsdale, AZ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [Acrylic Financial, Inc.](https://advisorcensus.com/firm/acrylic-financial-inc-fountain-hills-az-288263) ([md](https://advisorcensus.com/firm/acrylic-financial-inc-fountain-hills-az-288263.md)) | 288263 | Fountain Hills, AZ | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee, Commissions |
| [Aegis Wealth Partners, LLC](https://advisorcensus.com/firm/aegis-wealth-partners-llc-phoenix-az-171693) ([md](https://advisorcensus.com/firm/aegis-wealth-partners-llc-phoenix-az-171693.md)) | 171693 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Akkadian Wealth LLC](https://advisorcensus.com/firm/akkadian-wealth-llc-scottsdale-az-324482) ([md](https://advisorcensus.com/firm/akkadian-wealth-llc-scottsdale-az-324482.md)) | 324482 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Alkeme Investments LLC](https://advisorcensus.com/firm/alkeme-investments-llc-scottsdale-az-332434) ([md](https://advisorcensus.com/firm/alkeme-investments-llc-scottsdale-az-332434.md)) | 332434 | Scottsdale, AZ | SEC-registered investment adviser | Not reported | 1 | % of assets, Hourly, Fixed fee |
| [Alpha Fiduciary](https://advisorcensus.com/firm/alpha-fiduciary-phoenix-az-144720) ([md](https://advisorcensus.com/firm/alpha-fiduciary-phoenix-az-144720.md)) | 144720 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [Alpha Squared Capital, LLC](https://advisorcensus.com/firm/alpha-squared-capital-llc-scottsdale-az-300797) ([md](https://advisorcensus.com/firm/alpha-squared-capital-llc-scottsdale-az-300797.md)) | 300797 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Alphatrust Advisors](https://advisorcensus.com/firm/alphatrust-advisors-phoenix-az-340962) ([md](https://advisorcensus.com/firm/alphatrust-advisors-phoenix-az-340962.md)) | 340962 | Phoenix, AZ | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Apex Wealth Advisors LLC](https://advisorcensus.com/firm/apex-wealth-advisors-llc-pheonix-az-316564) ([md](https://advisorcensus.com/firm/apex-wealth-advisors-llc-pheonix-az-316564.md)) | 316564 | Pheonix, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Arbor Wealth Management, LLC](https://advisorcensus.com/firm/arbor-wealth-management-llc-tempe-az-168774) ([md](https://advisorcensus.com/firm/arbor-wealth-management-llc-tempe-az-168774.md)) | 168774 | Tempe, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Archstone Wealth Advisors, LLC](https://advisorcensus.com/firm/archstone-wealth-advisors-llc-chandler-az-299238) ([md](https://advisorcensus.com/firm/archstone-wealth-advisors-llc-chandler-az-299238.md)) | 299238 | Chandler, AZ | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee, Other |
| [Arcwood Financial, LLC](https://advisorcensus.com/firm/arcwood-financial-llc-phoenix-az-189512) ([md](https://advisorcensus.com/firm/arcwood-financial-llc-phoenix-az-189512.md)) | 189512 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Other |
| [Ardent Wealth Management](https://advisorcensus.com/firm/ardent-wealth-management-scottsdale-az-332593) ([md](https://advisorcensus.com/firm/ardent-wealth-management-scottsdale-az-332593.md)) | 332593 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 1 | % 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 |
| [Ascent Capital Partners, LLC](https://advisorcensus.com/firm/ascent-capital-partners-llc-scottsdale-az-291218) ([md](https://advisorcensus.com/firm/ascent-capital-partners-llc-scottsdale-az-291218.md)) | 291218 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Asterozoa Management](https://advisorcensus.com/firm/asterozoa-management-phoenix-az-316870) ([md](https://advisorcensus.com/firm/asterozoa-management-phoenix-az-316870.md)) | 316870 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [Authentic Financial Planning](https://advisorcensus.com/firm/authentic-financial-planning-glendale-az-153032) ([md](https://advisorcensus.com/firm/authentic-financial-planning-glendale-az-153032.md)) | 153032 | Glendale, AZ | State-registered investment adviser | Under $25 million | 16 | % of assets, Subscription, Fixed fee |
| [AWM Capital, LLC](https://advisorcensus.com/firm/awm-capital-llc-phoenix-az-287980) ([md](https://advisorcensus.com/firm/awm-capital-llc-phoenix-az-287980.md)) | 287980 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Axiom Founders Family Office](https://advisorcensus.com/firm/axiom-founders-family-office-scottsdale-az-313318) ([md](https://advisorcensus.com/firm/axiom-founders-family-office-scottsdale-az-313318.md)) | 313318 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Babin Wealth Management](https://advisorcensus.com/firm/babin-wealth-management-scottsdale-az-332423) ([md](https://advisorcensus.com/firm/babin-wealth-management-scottsdale-az-332423.md)) | 332423 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Bayntree Wealth Advisors, LLC](https://advisorcensus.com/firm/bayntree-wealth-advisors-llc-scottsdale-az-226708) ([md](https://advisorcensus.com/firm/bayntree-wealth-advisors-llc-scottsdale-az-226708.md)) | 226708 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Bedrock Investment Advisors](https://advisorcensus.com/firm/bedrock-investment-advisors-scottsdale-az-173131) ([md](https://advisorcensus.com/firm/bedrock-investment-advisors-scottsdale-az-173131.md)) | 173131 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [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 |
| [Blakely Walters Wealth Management](https://advisorcensus.com/firm/blakely-walters-wealth-management-scottsdale-az-324410) ([md](https://advisorcensus.com/firm/blakely-walters-wealth-management-scottsdale-az-324410.md)) | 324410 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [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 |
| [Bradley Wealth LLC](https://advisorcensus.com/firm/bradley-wealth-llc-scottsdale-az-131808) ([md](https://advisorcensus.com/firm/bradley-wealth-llc-scottsdale-az-131808.md)) | 131808 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [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 |
| [Bridgelight Capital LLC](https://advisorcensus.com/firm/bridgelight-capital-llc-scottsdale-az-154920) ([md](https://advisorcensus.com/firm/bridgelight-capital-llc-scottsdale-az-154920.md)) | 154920 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Bridgeport Financial Solutions](https://advisorcensus.com/firm/bridgeport-financial-solutions-phoenix-az-325485) ([md](https://advisorcensus.com/firm/bridgeport-financial-solutions-phoenix-az-325485.md)) | 325485 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee, Other |
| [Brightguide Financial](https://advisorcensus.com/firm/brightguide-financial-gilbert-az-339155) ([md](https://advisorcensus.com/firm/brightguide-financial-gilbert-az-339155.md)) | 339155 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Brookwood Investment Group](https://advisorcensus.com/firm/brookwood-investment-group-phoenix-az-316544) ([md](https://advisorcensus.com/firm/brookwood-investment-group-phoenix-az-316544.md)) | 316544 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Burton Wealth Management](https://advisorcensus.com/firm/burton-wealth-management-scottsdale-az-171381) ([md](https://advisorcensus.com/firm/burton-wealth-management-scottsdale-az-171381.md)) | 171381 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Busine Wealth](https://advisorcensus.com/firm/busine-wealth-scottsdale-az-172692) ([md](https://advisorcensus.com/firm/busine-wealth-scottsdale-az-172692.md)) | 172692 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Buttonwood Capital Management (BCM)](https://advisorcensus.com/firm/buttonwood-capital-management-bcm-scottsdale-az-174857) ([md](https://advisorcensus.com/firm/buttonwood-capital-management-bcm-scottsdale-az-174857.md)) | 174857 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Canon Asset Management Advisory, LLC](https://advisorcensus.com/firm/canon-asset-management-advisory-llc-paradise-valley-az-308833) ([md](https://advisorcensus.com/firm/canon-asset-management-advisory-llc-paradise-valley-az-308833.md)) | 308833 | Paradise Valley, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Capital Asset Advisors LLC.](https://advisorcensus.com/firm/capital-asset-advisors-llc-scottsdale-az-291635) ([md](https://advisorcensus.com/firm/capital-asset-advisors-llc-scottsdale-az-291635.md)) | 291635 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Capital Strategies Group, LLC](https://advisorcensus.com/firm/capital-strategies-group-llc-tempe-az-140120) ([md](https://advisorcensus.com/firm/capital-strategies-group-llc-tempe-az-140120.md)) | 140120 | Tempe, AZ | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Capital Wealth Alliance, LLC](https://advisorcensus.com/firm/capital-wealth-alliance-llc-scottsdale-az-298257) ([md](https://advisorcensus.com/firm/capital-wealth-alliance-llc-scottsdale-az-298257.md)) | 298257 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Clarity Wealth Management, L.L.C.](https://advisorcensus.com/firm/clarity-wealth-management-l-l-c-gilbert-az-284874) ([md](https://advisorcensus.com/firm/clarity-wealth-management-l-l-c-gilbert-az-284874.md)) | 284874 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Clarus Wealth Advisors, LLC](https://advisorcensus.com/firm/clarus-wealth-advisors-llc-peoria-az-281160) ([md](https://advisorcensus.com/firm/clarus-wealth-advisors-llc-peoria-az-281160.md)) | 281160 | Peoria, AZ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Clear Skies Financial](https://advisorcensus.com/firm/clear-skies-financial-gilbert-az-286045) ([md](https://advisorcensus.com/firm/clear-skies-financial-gilbert-az-286045.md)) | 286045 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Clearview Private Wealth](https://advisorcensus.com/firm/clearview-private-wealth-peoria-az-338264) ([md](https://advisorcensus.com/firm/clearview-private-wealth-peoria-az-338264.md)) | 338264 | Peoria, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |

- Next page: https://advisorcensus.com/advisors/az/phoenix/flat-fee/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. Flat-fee financial advisors in Phoenix, AZ: 247 firms from Form ADV filings as of October 2026.