# Hourly financial advisors in Phoenix, AZ

> Find financial advisors in Phoenix, AZ who charge by the hour. AdvisorCensus lists 214 investment advisory firms with a principal office in the Phoenix metro area that report hourly charges among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/phoenix/hourly/page/3

## At a glance

- Investment advisory firms: 214
- Registration: SEC-registered investment adviser: 83, State-registered investment adviser: 131
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 56 (26%); Percentage of assets 199 (93%); Hourly charges 214 (100%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 170 (79%); Commissions 6 (3%); Performance-based fees 15 (7%); Other 37 (17%)
- Regulatory assets under management (Item 5.F): Under $25 million 69 (32%); $25 million to $100 million 51 (24%); $100 million to $500 million 56 (26%); $500 million to $1 billion 4 (2%); $1 billion to $5 billion 13 (6%); Over $5 billion 6 (3%); Not reported 15 (7%)
- Years registered: Under 5 years 68 (32%); 5 to 9 years 60 (28%); 10 to 19 years 59 (28%); 20 years or more 27 (13%)

## Firms (page 3 of 5, 101 to 150 of 214, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Jolley Wealth Management, LLC](https://advisorcensus.com/firm/jolley-wealth-management-llc-scottsdale-az-334209) ([md](https://advisorcensus.com/firm/jolley-wealth-management-llc-scottsdale-az-334209.md)) | 334209 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Kamson Financial](https://advisorcensus.com/firm/kamson-financial-mesa-az-150158) ([md](https://advisorcensus.com/firm/kamson-financial-mesa-az-150158.md)) | 150158 | Mesa, AZ | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Commissions |
| [Karpinski Financial, LLC](https://advisorcensus.com/firm/karpinski-financial-llc-scottsdale-az-153085) ([md](https://advisorcensus.com/firm/karpinski-financial-llc-scottsdale-az-153085.md)) | 153085 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Keats, Connelly & Associates, Inc](https://advisorcensus.com/firm/keats-connelly-and-associates-inc-phoenix-az-148884) ([md](https://advisorcensus.com/firm/keats-connelly-and-associates-inc-phoenix-az-148884.md)) | 148884 | Phoenix, AZ | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee, Other |
| [Key Group Management, Inc.](https://advisorcensus.com/firm/key-group-management-inc-fountain-hills-az-146054) ([md](https://advisorcensus.com/firm/key-group-management-inc-fountain-hills-az-146054.md)) | 146054 | Fountain Hills, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Kingdom Financial Group, LLC](https://advisorcensus.com/firm/kingdom-financial-group-llc-peoria-az-155676) ([md](https://advisorcensus.com/firm/kingdom-financial-group-llc-peoria-az-155676.md)) | 155676 | Peoria, AZ | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Kingsley Wealth Partners, Inc.](https://advisorcensus.com/firm/kingsley-wealth-partners-inc-gilbert-az-338475) ([md](https://advisorcensus.com/firm/kingsley-wealth-partners-inc-gilbert-az-338475.md)) | 338475 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Kingsly Capital, LLC](https://advisorcensus.com/firm/kingsly-capital-llc-scottsdale-az-311796) ([md](https://advisorcensus.com/firm/kingsly-capital-llc-scottsdale-az-311796.md)) | 311796 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Performance fee |
| [Larson Wealth Management, LLC](https://advisorcensus.com/firm/larson-wealth-management-llc-mesa-az-160847) ([md](https://advisorcensus.com/firm/larson-wealth-management-llc-mesa-az-160847.md)) | 160847 | Mesa, AZ | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Legacy Cornerstone Wealth LLC](https://advisorcensus.com/firm/legacy-cornerstone-wealth-llc-peoria-az-281027) ([md](https://advisorcensus.com/firm/legacy-cornerstone-wealth-llc-peoria-az-281027.md)) | 281027 | Peoria, AZ | SEC-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Lessard Wealth Management](https://advisorcensus.com/firm/lessard-wealth-management-scottsdale-az-305770) ([md](https://advisorcensus.com/firm/lessard-wealth-management-scottsdale-az-305770.md)) | 305770 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Life Moves Wealth Management](https://advisorcensus.com/firm/life-moves-wealth-management-scottsdale-az-321261) ([md](https://advisorcensus.com/firm/life-moves-wealth-management-scottsdale-az-321261.md)) | 321261 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Life Wise Planning Group LLC](https://advisorcensus.com/firm/life-wise-planning-group-llc-scottsdale-az-327236) ([md](https://advisorcensus.com/firm/life-wise-planning-group-llc-scottsdale-az-327236.md)) | 327236 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Lifestyle Planning, LLC](https://advisorcensus.com/firm/lifestyle-planning-llc-chandler-az-321856) ([md](https://advisorcensus.com/firm/lifestyle-planning-llc-chandler-az-321856.md)) | 321856 | Chandler, AZ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Lifetime Investments & Insurance LLC](https://advisorcensus.com/firm/lifetime-investments-and-insurance-llc-peoria-az-283074) ([md](https://advisorcensus.com/firm/lifetime-investments-and-insurance-llc-peoria-az-283074.md)) | 283074 | Peoria, AZ | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly |
| [Luminescent Wealth Management, Inc.](https://advisorcensus.com/firm/luminescent-wealth-management-inc-scottsdale-az-337660) ([md](https://advisorcensus.com/firm/luminescent-wealth-management-inc-scottsdale-az-337660.md)) | 337660 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Macallen Capital](https://advisorcensus.com/firm/macallen-capital-phoenix-az-341240) ([md](https://advisorcensus.com/firm/macallen-capital-phoenix-az-341240.md)) | 341240 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Martin Financial Solutions, LLC](https://advisorcensus.com/firm/martin-financial-solutions-llc-glendale-az-155806) ([md](https://advisorcensus.com/firm/martin-financial-solutions-llc-glendale-az-155806.md)) | 155806 | Glendale, AZ | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Subscription |
| [Mathis Wealth Management](https://advisorcensus.com/firm/mathis-wealth-management-phoenix-az-172858) ([md](https://advisorcensus.com/firm/mathis-wealth-management-phoenix-az-172858.md)) | 172858 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [McBee Advisors, Inc.](https://advisorcensus.com/firm/mcbee-advisors-inc-glendale-az-143223) ([md](https://advisorcensus.com/firm/mcbee-advisors-inc-glendale-az-143223.md)) | 143223 | Glendale, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [McBride Financial Services, Inc.](https://advisorcensus.com/firm/mcbride-financial-services-inc-mesa-az-116207) ([md](https://advisorcensus.com/firm/mcbride-financial-services-inc-mesa-az-116207.md)) | 116207 | Mesa, AZ | State-registered investment adviser | Not reported | 32 | Hourly, Fixed fee |
| [Me Financial, PLLC](https://advisorcensus.com/firm/me-financial-pllc-phoenix-az-143070) ([md](https://advisorcensus.com/firm/me-financial-pllc-phoenix-az-143070.md)) | 143070 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Other |
| [Meredith Dekker Financial Services, LLC](https://advisorcensus.com/firm/meredith-dekker-financial-services-llc-chandler-az-300641) ([md](https://advisorcensus.com/firm/meredith-dekker-financial-services-llc-chandler-az-300641.md)) | 300641 | Chandler, AZ | State-registered investment adviser | Not reported | 7 | Hourly, Fixed fee |
| [Mette Associates, LLC](https://advisorcensus.com/firm/mette-associates-llc-tempe-az-140812) ([md](https://advisorcensus.com/firm/mette-associates-llc-tempe-az-140812.md)) | 140812 | Tempe, AZ | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Other |
| [Miller Wealth Management](https://advisorcensus.com/firm/miller-wealth-management-gilbert-az-342288) ([md](https://advisorcensus.com/firm/miller-wealth-management-gilbert-az-342288.md)) | 342288 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Mindful Millions Management PLLC](https://advisorcensus.com/firm/mindful-millions-management-pllc-phoenix-az-334667) ([md](https://advisorcensus.com/firm/mindful-millions-management-pllc-phoenix-az-334667.md)) | 334667 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Molinar & Co Financial Advocates](https://advisorcensus.com/firm/molinar-and-co-financial-advocates-phoenix-az-338795) ([md](https://advisorcensus.com/firm/molinar-and-co-financial-advocates-phoenix-az-338795.md)) | 338795 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Montebello Avenue](https://advisorcensus.com/firm/montebello-avenue-phoenix-az-287726) ([md](https://advisorcensus.com/firm/montebello-avenue-phoenix-az-287726.md)) | 287726 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Netvest Financial, L.L.C.](https://advisorcensus.com/firm/netvest-financial-l-l-c-scottsdale-az-170100) ([md](https://advisorcensus.com/firm/netvest-financial-l-l-c-scottsdale-az-170100.md)) | 170100 | Scottsdale, AZ | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [Next Up Wealth Advisors, LLC](https://advisorcensus.com/firm/next-up-wealth-advisors-llc-scottsdale-az-342136) ([md](https://advisorcensus.com/firm/next-up-wealth-advisors-llc-scottsdale-az-342136.md)) | 342136 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Norris Wealth Management, LLC](https://advisorcensus.com/firm/norris-wealth-management-llc-scottsdale-az-157800) ([md](https://advisorcensus.com/firm/norris-wealth-management-llc-scottsdale-az-157800.md)) | 157800 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [Nuakh Financial](https://advisorcensus.com/firm/nuakh-financial-phoenix-az-344050) ([md](https://advisorcensus.com/firm/nuakh-financial-phoenix-az-344050.md)) | 344050 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Ocotillo Wealth Management LLC](https://advisorcensus.com/firm/ocotillo-wealth-management-llc-scottsdale-az-288438) ([md](https://advisorcensus.com/firm/ocotillo-wealth-management-llc-scottsdale-az-288438.md)) | 288438 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Omni Investment Solutions LLC](https://advisorcensus.com/firm/omni-investment-solutions-llc-mesa-az-329893) ([md](https://advisorcensus.com/firm/omni-investment-solutions-llc-mesa-az-329893.md)) | 329893 | Mesa, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [One Wealth Capital Management, LLC](https://advisorcensus.com/firm/one-wealth-capital-management-llc-scottsdale-az-331395) ([md](https://advisorcensus.com/firm/one-wealth-capital-management-llc-scottsdale-az-331395.md)) | 331395 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Osaic Wealth, Inc.](https://advisorcensus.com/firm/osaic-wealth-inc-scottsdale-az-23131) ([md](https://advisorcensus.com/firm/osaic-wealth-inc-scottsdale-az-23131.md)) | 23131 | Scottsdale, AZ | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Overland Advisors](https://advisorcensus.com/firm/overland-advisors-phoenix-az-334738) ([md](https://advisorcensus.com/firm/overland-advisors-phoenix-az-334738.md)) | 334738 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Overwatch Management](https://advisorcensus.com/firm/overwatch-management-chandler-az-323450) ([md](https://advisorcensus.com/firm/overwatch-management-chandler-az-323450.md)) | 323450 | Chandler, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Pelleton Capital Management, Ltd.](https://advisorcensus.com/firm/pelleton-capital-management-ltd-scottsdale-az-117679) ([md](https://advisorcensus.com/firm/pelleton-capital-management-ltd-scottsdale-az-117679.md)) | 117679 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee |
| [Personal Benefits Planning LLC](https://advisorcensus.com/firm/personal-benefits-planning-llc-phoenix-az-172531) ([md](https://advisorcensus.com/firm/personal-benefits-planning-llc-phoenix-az-172531.md)) | 172531 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [PFG Advisors](https://advisorcensus.com/firm/pfg-advisors-phoenix-az-173344) ([md](https://advisorcensus.com/firm/pfg-advisors-phoenix-az-173344.md)) | 173344 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Pinnacle Peak Private Client Group, LLC](https://advisorcensus.com/firm/pinnacle-peak-private-client-group-llc-scottsdale-az-282003) ([md](https://advisorcensus.com/firm/pinnacle-peak-private-client-group-llc-scottsdale-az-282003.md)) | 282003 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Pogson & Matt Wealth Management Group](https://advisorcensus.com/firm/pogson-and-matt-wealth-management-group-phoenix-az-155377) ([md](https://advisorcensus.com/firm/pogson-and-matt-wealth-management-group-phoenix-az-155377.md)) | 155377 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Profocus Incorporated](https://advisorcensus.com/firm/profocus-incorporated-phoenix-az-113954) ([md](https://advisorcensus.com/firm/profocus-incorporated-phoenix-az-113954.md)) | 113954 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Prosper Private Wealth](https://advisorcensus.com/firm/prosper-private-wealth-mesa-az-333708) ([md](https://advisorcensus.com/firm/prosper-private-wealth-mesa-az-333708.md)) | 333708 | Mesa, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Performance fee |
| [Quality Wealth Management](https://advisorcensus.com/firm/quality-wealth-management-phoenix-az-136071) ([md](https://advisorcensus.com/firm/quality-wealth-management-phoenix-az-136071.md)) | 136071 | Phoenix, AZ | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [Quantumvest, Inc.](https://advisorcensus.com/firm/quantumvest-inc-scottsdale-az-171780) ([md](https://advisorcensus.com/firm/quantumvest-inc-scottsdale-az-171780.md)) | 171780 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Performance fee |
| [Reach One Teach One Financial](https://advisorcensus.com/firm/reach-one-teach-one-financial-phoenix-az-323834) ([md](https://advisorcensus.com/firm/reach-one-teach-one-financial-phoenix-az-323834.md)) | 323834 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Redeem Wealth Management](https://advisorcensus.com/firm/redeem-wealth-management-gilbert-az-313761) ([md](https://advisorcensus.com/firm/redeem-wealth-management-gilbert-az-313761.md)) | 313761 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Retirement Income and Inheritance Advisors, LLC](https://advisorcensus.com/firm/retirement-income-and-inheritance-advisors-llc-scottsdale-az-149560) ([md](https://advisorcensus.com/firm/retirement-income-and-inheritance-advisors-llc-scottsdale-az-149560.md)) | 149560 | Scottsdale, AZ | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee |

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## 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

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Cite as: AdvisorCensus. Hourly financial advisors in Phoenix, AZ: 214 firms from Form ADV filings as of October 2026.