Fiduciary advisors in Phoenix, AZ

33 registered advisers

Retiree migration and a growing semiconductor manufacturing corridor give Phoenix a financial planning market split between decumulation strategies and tech-sector equity compensation. 33 SEC-registered fiduciary firms operate here, with 33 collecting fees only. Arizona's moderate state income tax and lower housing costs relative to California continue to draw both retirees and mid-career relocators seeking fiduciary guidance.

17 CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #283013
Typical Fee--
AUM$212M
Minimum--
Clients323

ASTEROZOA MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #316870
Typical Fee--
AUM$117M
Minimum--
Clients4

AWM CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Phoenix, ArizonaCRD #287980
Typical Fee--
AUM$1.2B
Minimum--
Clients2,586

BLEDSOE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #145943
Typical Fee--
AUM$189M
Minimum--
Clients688

BRIDGEPORT FINANCIAL SOLUTIONS

Fee-OnlyAlso Compensated via Product Sales
Phoenix, ArizonaCRD #325485
Typical Fee--
AUM$485M
Minimum--
Clients1,572

BROOKWOOD INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #316544
Typical Fee--
AUM$1.1B
Minimum--
Clients6,200

CLAREMONT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #155189
Typical Fee--
AUM$798M
Minimum--
Clients29

CURAFIN ADVISORS

Fee-Only, No ConflictsClean Record
Phoenix, ArizonaCRD #329091
Typical Fee--
AUM$448M
Minimum--
Clients81

DYNAMIC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #151367
Typical Fee--
AUM$5.3B
Minimum--
Clients15,497

EATON-CAMBRIDGE INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #116798
Typical Fee--
AUM$392M
Minimum--
Clients967

FARNAM FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #306180
Typical Fee--
AUM$161M
Minimum--
Clients240

FOUNDATIONS INVESTMENT ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Phoenix, ArizonaCRD #175083
Typical Fee--
AUM$7.2B
Minimum--
Clients53,653

INTRINSIC VALUE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #165214
Typical Fee--
AUM$176M
Minimum--
Clients191

L. ROY PAPP & ASSOCIATES, LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #105130
Typical Fee--
AUM$1.5B
Minimum--
Clients1,833

LGM CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Phoenix, ArizonaCRD #283872
Typical Fee--
AUM$15M
Minimum--
Clients1

MATHIS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #172858
Typical Fee--
AUM$183M
Minimum--
Clients691

PFG ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #173344
Typical Fee--
AUM$3.1B
Minimum--
Clients13,550

PROFOCUS INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #113954
Typical Fee--
AUM$151M
Minimum--
Clients525

RRA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #306287
Typical Fee--
AUM$593M
Minimum--
Clients2

SHARPEPOINT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #290719
Typical Fee--
AUM$150M
Minimum--
Clients422

SMEAD CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #143567
Typical Fee--
AUM$7.2B
Minimum--
Clients131

SOVEREIGN INVESTMENT ADVISORS LLC

Fee-Only, No ConflictsClean Record
Phoenix, ArizonaCRD #149040
Typical Fee--
AUM$3.0B
Minimum--
Clients138

STRATEGY FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #164531
Typical Fee--
AUM$280M
Minimum--
Clients1,692

SVVY

Fee-Only, No ConflictsClean Record
Phoenix, ArizonaCRD #325358
Typical Fee--
AUM--
Minimum--
Clients--

TANDEM WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #157794
Typical Fee--
AUM$223M
Minimum--
Clients673

TFO FAMILY OFFICE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #159440
Typical Fee--
AUM$4.2B
Minimum--
Clients1,939

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Phoenix, ArizonaCRD #140551
Typical Fee--
AUM$403M
Minimum--
Clients1,424

TRINITY CAPITAL ADVISER LLC

Fee-Only, No ConflictsClean Record
Phoenix, ArizonaCRD #326133
Typical Fee--
AUM$75M
Minimum--
Clients1

VERSANT CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #131692
Typical Fee--
AUM$1.2B
Minimum--
Clients1,442

WALL CAPITAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #105913
Typical Fee--
AUM$108M
Minimum--
Clients1,212

WESTMARK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #334109
Typical Fee--
AUM$160M
Minimum--
Clients541

WINDSOR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #116593
Typical Fee--
AUM$703M
Minimum--
Clients1,204

WISE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #311639
Typical Fee--
AUM$127M
Minimum--
Clients193
Fiduciary Advisors in Phoenix, Arizona | FiduciaryListings