# Hourly financial advisors in Phoenix, AZ

> 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, 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/hourly/page/4

## 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 4 of 5, 151 to 200 of 214, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [RFG Capital Management LLC](https://advisorcensus.com/firm/rfg-capital-management-llc-higley-az-156291) ([md](https://advisorcensus.com/firm/rfg-capital-management-llc-higley-az-156291.md)) | 156291 | Higley, AZ | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee, Other |
| [Rise Financial Group](https://advisorcensus.com/firm/rise-financial-group-gilbert-az-284773) ([md](https://advisorcensus.com/firm/rise-financial-group-gilbert-az-284773.md)) | 284773 | Gilbert, AZ | State-registered investment adviser | Not reported | 10 | Hourly, Other |
| [RJ Pace Financial](https://advisorcensus.com/firm/rj-pace-financial-glendale-az-125676) ([md](https://advisorcensus.com/firm/rj-pace-financial-glendale-az-125676.md)) | 125676 | Glendale, AZ | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee |
| [Rovin Capital](https://advisorcensus.com/firm/rovin-capital-mesa-az-152662) ([md](https://advisorcensus.com/firm/rovin-capital-mesa-az-152662.md)) | 152662 | Mesa, AZ | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Rubicon Financial Network](https://advisorcensus.com/firm/rubicon-financial-network-tempe-az-113980) ([md](https://advisorcensus.com/firm/rubicon-financial-network-tempe-az-113980.md)) | 113980 | Tempe, AZ | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly, Fixed fee, Other |
| [Sage Financial Advisors Inc.](https://advisorcensus.com/firm/sage-financial-advisors-inc-scottsdale-az-116933) ([md](https://advisorcensus.com/firm/sage-financial-advisors-inc-scottsdale-az-116933.md)) | 116933 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee, Other |
| [Sage Saguaro Financial Planning](https://advisorcensus.com/firm/sage-saguaro-financial-planning-glendale-az-343892) ([md](https://advisorcensus.com/firm/sage-saguaro-financial-planning-glendale-az-343892.md)) | 343892 | Glendale, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Secure Retirement Advisors, LLC](https://advisorcensus.com/firm/secure-retirement-advisors-llc-eloy-az-156574) ([md](https://advisorcensus.com/firm/secure-retirement-advisors-llc-eloy-az-156574.md)) | 156574 | Eloy, AZ | State-registered investment adviser | Not reported | 15 | Hourly, Other |
| [Seros Wealth Partners](https://advisorcensus.com/firm/seros-wealth-partners-gilbert-az-166808) ([md](https://advisorcensus.com/firm/seros-wealth-partners-gilbert-az-166808.md)) | 166808 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [Sharpepoint, LLC](https://advisorcensus.com/firm/sharpepoint-llc-phoenix-az-290719) ([md](https://advisorcensus.com/firm/sharpepoint-llc-phoenix-az-290719.md)) | 290719 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sierra Legacy Group](https://advisorcensus.com/firm/sierra-legacy-group-scottsdale-az-172113) ([md](https://advisorcensus.com/firm/sierra-legacy-group-scottsdale-az-172113.md)) | 172113 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Silver Leaf Financial, Inc.](https://advisorcensus.com/firm/silver-leaf-financial-inc-scottsdale-az-153037) ([md](https://advisorcensus.com/firm/silver-leaf-financial-inc-scottsdale-az-153037.md)) | 153037 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly |
| [Six Sigma Wealth Advisors, LLC](https://advisorcensus.com/firm/six-sigma-wealth-advisors-llc-scottsdale-az-290674) ([md](https://advisorcensus.com/firm/six-sigma-wealth-advisors-llc-scottsdale-az-290674.md)) | 290674 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Skymark Advisors LLC](https://advisorcensus.com/firm/skymark-advisors-llc-sun-city-az-290428) ([md](https://advisorcensus.com/firm/skymark-advisors-llc-sun-city-az-290428.md)) | 290428 | Sun City, AZ | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |
| [Sonoran Investment Advisors, LLC](https://advisorcensus.com/firm/sonoran-investment-advisors-llc-scottsdale-az-328160) ([md](https://advisorcensus.com/firm/sonoran-investment-advisors-llc-scottsdale-az-328160.md)) | 328160 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Performance fee |
| [Springsteel Investment Advisors, LLC](https://advisorcensus.com/firm/springsteel-investment-advisors-llc-phoenix-az-166126) ([md](https://advisorcensus.com/firm/springsteel-investment-advisors-llc-phoenix-az-166126.md)) | 166126 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Stableford Capital LLC](https://advisorcensus.com/firm/stableford-capital-llc-scottsdale-az-173383) ([md](https://advisorcensus.com/firm/stableford-capital-llc-scottsdale-az-173383.md)) | 173383 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Stoker Ostler, a Part of BMO Financial Group](https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320) ([md](https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320.md)) | 111320 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Stonecrest Wealth Management, Inc](https://advisorcensus.com/firm/stonecrest-wealth-management-inc-chandler-az-311404) ([md](https://advisorcensus.com/firm/stonecrest-wealth-management-inc-chandler-az-311404.md)) | 311404 | Chandler, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Strategic Income Group LLC](https://advisorcensus.com/firm/strategic-income-group-llc-chandler-az-165839) ([md](https://advisorcensus.com/firm/strategic-income-group-llc-chandler-az-165839.md)) | 165839 | Chandler, AZ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Strategic Wealth Advisors, LLC](https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167) ([md](https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167.md)) | 114167 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Strategy Financial Group](https://advisorcensus.com/firm/strategy-financial-group-phoenix-az-164531) ([md](https://advisorcensus.com/firm/strategy-financial-group-phoenix-az-164531.md)) | 164531 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Sunstreet Securities, LLC](https://advisorcensus.com/firm/sunstreet-securities-llc-avondale-az-143211) ([md](https://advisorcensus.com/firm/sunstreet-securities-llc-avondale-az-143211.md)) | 143211 | Avondale, AZ | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Suttle Crossland Wealth Advisors, LLC](https://advisorcensus.com/firm/suttle-crossland-wealth-advisors-llc-scottsdale-az-318700) ([md](https://advisorcensus.com/firm/suttle-crossland-wealth-advisors-llc-scottsdale-az-318700.md)) | 318700 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Tactical Tax Wealth Management](https://advisorcensus.com/firm/tactical-tax-wealth-management-phoenix-az-325242) ([md](https://advisorcensus.com/firm/tactical-tax-wealth-management-phoenix-az-325242.md)) | 325242 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Taylor Advisory Group](https://advisorcensus.com/firm/taylor-advisory-group-scottsdale-az-288437) ([md](https://advisorcensus.com/firm/taylor-advisory-group-scottsdale-az-288437.md)) | 288437 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [TFO Family Office Partners](https://advisorcensus.com/firm/tfo-family-office-partners-phoenix-az-159440) ([md](https://advisorcensus.com/firm/tfo-family-office-partners-phoenix-az-159440.md)) | 159440 | Phoenix, AZ | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [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 Financial Chase LLC](https://advisorcensus.com/firm/the-financial-chase-llc-phoenix-az-174512) ([md](https://advisorcensus.com/firm/the-financial-chase-llc-phoenix-az-174512.md)) | 174512 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [The Getzen Group, Inc.](https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700) ([md](https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700.md)) | 117700 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, 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 Ivy League Advisory Group, LLC](https://advisorcensus.com/firm/the-ivy-league-advisory-group-llc-san-tan-valley-az-172730) ([md](https://advisorcensus.com/firm/the-ivy-league-advisory-group-llc-san-tan-valley-az-172730.md)) | 172730 | San Tan Valley, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [The Linkous Group, Ltd.](https://advisorcensus.com/firm/the-linkous-group-ltd-fountain-hills-az-122557) ([md](https://advisorcensus.com/firm/the-linkous-group-ltd-fountain-hills-az-122557.md)) | 122557 | Fountain Hills, AZ | State-registered investment adviser | $25 million to $100 million | 23 | % 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 |
| [Think Wealth Advisory, LLC](https://advisorcensus.com/firm/think-wealth-advisory-llc-scottsdale-az-153492) ([md](https://advisorcensus.com/firm/think-wealth-advisory-llc-scottsdale-az-153492.md)) | 153492 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee, Other |
| [Tortoise Wealth Management](https://advisorcensus.com/firm/tortoise-wealth-management-tempe-az-332492) ([md](https://advisorcensus.com/firm/tortoise-wealth-management-tempe-az-332492.md)) | 332492 | Tempe, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Transition Financial Advisors Group, LLC](https://advisorcensus.com/firm/transition-financial-advisors-group-llc-gilbert-az-116089) ([md](https://advisorcensus.com/firm/transition-financial-advisors-group-llc-gilbert-az-116089.md)) | 116089 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Trek Financial](https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376) ([md](https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376.md)) | 109376 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [United Planners' Financial Services of America a Limited Partner](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804) ([md](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804.md)) | 20804 | Scottsdale, AZ | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [Valhalla Advisors LLC](https://advisorcensus.com/firm/valhalla-advisors-llc-glendale-az-310811) ([md](https://advisorcensus.com/firm/valhalla-advisors-llc-glendale-az-310811.md)) | 310811 | Glendale, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Vector Dynamics Wealth Management P.L.L.C](https://advisorcensus.com/firm/vector-dynamics-wealth-management-p-l-l-c-mesa-az-342038) ([md](https://advisorcensus.com/firm/vector-dynamics-wealth-management-p-l-l-c-mesa-az-342038.md)) | 342038 | Mesa, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [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 |
| [Verus Capital Partners, LLC](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568) ([md](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568.md)) | 151568 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Vestpointe Wealth Management, LLC](https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591) ([md](https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591.md)) | 132591 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Vibrant Wealth](https://advisorcensus.com/firm/vibrant-wealth-chandler-az-293068) ([md](https://advisorcensus.com/firm/vibrant-wealth-chandler-az-293068.md)) | 293068 | Chandler, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Vivere Wealth Management LLC](https://advisorcensus.com/firm/vivere-wealth-management-llc-chandler-az-284152) ([md](https://advisorcensus.com/firm/vivere-wealth-management-llc-chandler-az-284152.md)) | 284152 | Chandler, AZ | State-registered investment adviser | Under $25 million | 9 | % 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 |
| [W Wealth Advisors](https://advisorcensus.com/firm/w-wealth-advisors-gilbert-az-154423) ([md](https://advisorcensus.com/firm/w-wealth-advisors-gilbert-az-154423.md)) | 154423 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [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 |

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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.

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