Arizona Fee Only

Phoenix, Arizona

Fee-Only Fiduciary Financial Advisors in Phoenix

Phoenix is the largest city in Arizona and the country's fifth-largest metro. Whether you're approaching retirement in Arcadia, navigating equity comp at a Tempe-adjacent tech firm, or running a family business in North Phoenix, working with a fee-only fiduciary keeps your advisor's incentives aligned with yours.

See Phoenix advisorsWhy fee-only matters

Fee-only, always

Every Phoenix advisor in our directory is paid only by their clients — no commissions, no product sales.

Fiduciary standard

Listed advisors are held to a fiduciary standard — legally required to put your interests ahead of their own.

Local to Arizona

Common Phoenix planning questions include coordinating Arizona state tax with federal Roth conversion strategies, layering Social Security with rental-property income, and structuring distributions for households with concentrated holdings in Banner Health, Honeywell, American Express, or local real estate.

Listings

Advisors in Phoenix

All Phoenix listings >

Phoenix listings opening soon

We're verifying our launch group of Phoenix fee-only advisors. In the meantime, browse the full Arizona directory — many advisors serve clients across the state.

Are you a fee-only advisor in Phoenix? Join the directory.

Major local employers

Planning for Phoenix employees

Phoenix is home to some of Arizona's largest employers. If you work for one of these, see our dedicated planning guide for the equity compensation, pension, or benefits considerations specific to that employer.

FAQ

Fee-only fiduciary advisors in Phoenix: frequently asked questions

What should I know about fee-only financial planning in Phoenix?
Phoenix is the largest city in Arizona and the country's fifth-largest metro. Whether you're approaching retirement in Arcadia, navigating equity comp at a Tempe-adjacent tech firm, or running a family business in North Phoenix, working with a fee-only fiduciary keeps your advisor's incentives aligned with yours.
What financial planning topics come up most for Phoenix households?
Common Phoenix planning questions include coordinating Arizona state tax with federal Roth conversion strategies, layering Social Security with rental-property income, and structuring distributions for households with concentrated holdings in Banner Health, Honeywell, American Express, or local real estate.
How much does a fee-only fiduciary advisor cost in Phoenix?
Cost doesn't vary much by Arizona city — a Phoenix advisor charging a flat fee, hourly rate, or percentage of assets typically falls in the same range as advisors anywhere else in the state. Flat-fee engagements usually run $3,000-$15,000/year, hourly work $200-$500/hour, and AUM pricing 0.5%-1.25% annually. See our full cost breakdown for the details behind each model.
Do I need an advisor physically based in Phoenix, or can I work with one remotely?
For most planning relationships, no — video-call meetings are now the norm, and many fee-only advisors serving Phoenix work with clients across Arizona or nationally. What matters more than a local office is whether the advisor understands Arizona-specific issues and the topics Phoenix households actually deal with. If in-person meetings matter to you, filter the directory by Phoenix directly; otherwise widen your search statewide.

Browse other Arizona cities