Fee only financial advisors in Phoenix, Arizona: hourly and flat fee prices

76 registered advisers based in Phoenix offer financial planning for an hourly, fixed or subscription fee, with no commissions.

53 of the 76 fee only firms based in Phoenix publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $3,100. Updated October 2026.

What advisors in Phoenix charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$300/hr$245⁠-⁠$375/hr43 firms
Flat or project fee$3,100$1,850⁠-⁠$6,00031 firms
Annual retainer$9,000/yr$2,500⁠-⁠$11,000/yr11 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Phoenix and their published fees

53 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Ability FirstNot publishedNot published$12,000/yr
Alpha Fiduciary$350/hrNot publishedNot published
Arcadia Wealth LLC$350⁠-⁠$750/hr$5,000⁠-⁠$25,000Not published
Arcwood Financial, LLCNot published$1,000Not published
B&e Financial Services$500/hrNot published$2,000⁠-⁠$20,000/yr
Bledsoe Asset Management, LLC$250/hrNot publishedNot published
Copper Square Private Wealth, LLC$350/hr$1,500⁠-⁠$10,000$250⁠-⁠$800/mo
Covenant Financial Advisors, LLC$250/hrNot publishedNot published
CRB Strategic Services LLCNot published$1,000⁠-⁠$10,000Not published
Disciplined Money, LLCNo AUM fee$250/hr$1,000⁠-⁠$2,500$3,000/yr
Dynamic$150⁠-⁠$500/hr$1,000⁠-⁠$50,000$400⁠-⁠$500/mo
Ebis$200/hrNot publishedNot published
Eckelberg Financial, Inc.No AUM fee$250/hrNot publishedNot published
Enso Financial$300/hr$1,000⁠-⁠$5,000$5,500⁠-⁠$12,500/yr
Farnam Financial$90⁠-⁠$400/hrNot published$250⁠-⁠$25,000/qtr
Five Peaks Financial Consulting, Inc.$400⁠-⁠$500/hrNot publishedNot published
Forward Financial Planning LLC$300/hrNot published$450⁠-⁠$1,500/qtr
Foundations Investment Advisors LLC$100⁠-⁠$500/hr$100⁠-⁠$5,000Not published
Fresh Forward$165/hrNot published$2,500/yr
Groundwork Financial Partners$250/hr$1,500⁠-⁠$3,500Not published
Hutchison Investment AdvisorsNo AUM fee$150/hr$500Not published
Intrinsic Value Partners, LLC$300/hrNot published$3,625/qtr
Iridescent Capital Management$299/hr$4,000Not published
Keats, Connelly & Associates, Inc$450/hrNot publishedNot published
Kerns Legacy PlanningNot published$250⁠-⁠$5,000Not published
Mathis Wealth Management$250/hr$1,200⁠-⁠$5,000Not published
Meridian PassageNot published$2,500Not published
Molinar & Co Financial Advocates$300/hr$2,500Not published
Montebello Avenue$400/hrNot published$200⁠-⁠$1,000/mo
Nergard Wealth Management, LLC$150/hr$250⁠-⁠$2,500Not published
Norris Wealth Management, LLC$165⁠-⁠$195/hr$1,850$1,250/yr
Nuakh Financial$250⁠-⁠$500/hr$250⁠-⁠$10,000$1,200⁠-⁠$25,000/yr
Objective Wealth, LLC$350/hr$500⁠-⁠$20,000$1,125⁠-⁠$10,000/qtr
Overland Advisors$250/hr$500Not published
PFG Advisors$100⁠-⁠$1,000/hr$100⁠-⁠$5,000Not published
Pogson & Matt Wealth Management Group$150/hrNot publishedNot published
Process Design Capital Management LLCNot published$250⁠-⁠$2,000Not published
Profocus Incorporated$325/hrNot publishedNot published
Reach One Teach One Financial$365/hr$15,000$300⁠-⁠$800/mo
Revel Wealth Partners$500/hr$2,000⁠-⁠$10,000Not published
Sensible Investment Strategies, LLC$199/hrNot publishedNot published
Sharpepoint, LLCNot published$1,200⁠-⁠$10,000Not published
Stewardship Wealth AdvisorsNot published$250⁠-⁠$2,000$1,000⁠-⁠$4,000/yr
Styra Wealth Management$300/hr$2,000⁠-⁠$12,000Not published
Tandem Wealth AdvisorsNot published$10,000Not published
Tfo Family Office Partners$150⁠-⁠$1,200/hr$5,000⁠-⁠$300,000Not published
The Coleridge Group LLC$250⁠-⁠$500/hr$4,800Not published
The Planning Associates, Inc.$250/hrNot publishedNot published
Verab Financial Advisory LLCNo AUM fee$100⁠-⁠$150/hrNot publishedNot published
Versant Capital Management, Inc.$400⁠-⁠$800/hrNot publishedNot published
Wall Capital Group, Inc.Not publishedNot published$5,000/yr
Walsvick Wealth Management$200/hrNot publishedNot published
Wilbert Guilford, CFP, PLLCNo AUM fee$100⁠-⁠$200/hr$1,500⁠-⁠$5,000Not published
Other registered firms that don't publish dollar fees (23)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in Arizona