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 SalesTypical Fee--
AUM$212M
Minimum--
Clients323
ASTEROZOA MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$117M
Minimum--
Clients4
AWM CAPITAL, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients2,586
BLEDSOE ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$189M
Minimum--
Clients688
BRIDGEPORT FINANCIAL SOLUTIONS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$485M
Minimum--
Clients1,572
BROOKWOOD INVESTMENT GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients6,200
CLAREMONT CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$798M
Minimum--
Clients29
CURAFIN ADVISORS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$448M
Minimum--
Clients81
DYNAMIC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.3B
Minimum--
Clients15,497
EATON-CAMBRIDGE INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$392M
Minimum--
Clients967
FARNAM FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$161M
Minimum--
Clients240
FOUNDATIONS INVESTMENT ADVISORS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$7.2B
Minimum--
Clients53,653
INTRINSIC VALUE PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$176M
Minimum--
Clients191
L. ROY PAPP & ASSOCIATES, LLP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients1,833
LGM CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$15M
Minimum--
Clients1
MATHIS WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$183M
Minimum--
Clients691
PFG ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.1B
Minimum--
Clients13,550
PROFOCUS INCORPORATED
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$151M
Minimum--
Clients525
RRA CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$593M
Minimum--
Clients2
SHARPEPOINT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$150M
Minimum--
Clients422
SMEAD CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$7.2B
Minimum--
Clients131
SOVEREIGN INVESTMENT ADVISORS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.0B
Minimum--
Clients138
STRATEGY FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$280M
Minimum--
Clients1,692
SVVY
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
TANDEM WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$223M
Minimum--
Clients673
TFO FAMILY OFFICE PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.2B
Minimum--
Clients1,939
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$403M
Minimum--
Clients1,424
TRINITY CAPITAL ADVISER LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$75M
Minimum--
Clients1
VERSANT CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients1,442
WALL CAPITAL GROUP, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$108M
Minimum--
Clients1,212
WESTMARK WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$160M
Minimum--
Clients541
WINDSOR CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$703M
Minimum--
Clients1,204
WISE WEALTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$127M
Minimum--
Clients193