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Financial planning in Phoenix, AZ

50 advisers in Phoenix offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 50

17 Capital Partners, LLC4417 N. 40th Street, Suite 300 · Phoenix, AZ 85018 · (602) 718-1177 · Financial planningCRD 283013 · % of assets, Fixed fees · $246.4 million AUMSEC registeredNo commissions reportedAbility First2390 E Camelback Rd #130 · Phoenix, AZ 85021 · (410) 336-6118 · Financial planningCRD 300076 · % of assets, Fixed fees · $12.5 million AUMState registeredNo commissions reportedAegis Wealth Partners, LLC3420 E Shea Blvd, Suite 200 · Phoenix, AZ 85028 · (480) 605-1965 · Financial planningCRD 171693 · % of assets, Hourly charges, Fixed fees · $926,137 AUMState registeredNo commissions reportedAlpha Fiduciary6910 E. Chauncey Lane, Suite 205 · Phoenix, AZ 85054 · (480) 505-4033 · Financial planningCRD 144720 · % of assets, Hourly charges, Fixed fees · $114.0 million AUMSEC registeredNo commissions reportedArcwood Financial, LLC7250 N. 16th St, Suite 104 · Phoenix, AZ 85020 · (602) 726-6282 · Financial planningCRD 189512 · % of assets, Fixed fees, Other · $186.6 million AUMSEC registeredNo commissions reportedAwm Capital, LLC1 N. 1st Street, Suite 525 · Phoenix, AZ 85004 · (323) 940-1339 · Financial planningCRD 287980 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedBledsoe Asset Management, LLC1500 E. Bethany Home Rd., Suite 100 · Phoenix, AZ 85014 · (602) 595-2324 · Financial planningCRD 145943 · % of assets, Hourly charges · $189.0 million AUMSEC registeredNo commissions reportedBridgeport Financial Solutions2700 N Central Ave, Suite 1200 · Phoenix, AZ 85004 · (877) 411-2737 · Financial planningCRD 325485 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedBrookwood Investment Group3930 E. Ray Road, Suite 155 · Phoenix, AZ 85044 · (480) 351-4740 · Financial planningCRD 316544 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedCovenant Financial Advisors, LLC11201 N Tatum Blvd., Suite 300 · Phoenix, AZ 85028 · (602) 861-0033 · Financial planningCRD 328840 · % of assets, Hourly charges · $12.2 million AUMState registeredNo commissions reported
Disciplined Money, LLC7220 N 16th St, Building D · Phoenix, AZ 85020 · (602) 734-5123 · Financial planningCRD 173349 · Hourly charges · $53.3 million AUMState registeredNo commissions reportedDynamic2415 East Camelback Road, Suite 700 · Phoenix, AZ 85016 · (877) 257-3840 · Financial planningCRD 151367 · % of assets, Hourly charges, Fixed fees · $5.6 billion AUMSEC registeredNo commissions reportedEaton-Cambridge INC.5090 N. 40th Street Suite 205 · Phoenix, AZ 85018 · (480) 385-7399 · Financial planningCRD 116798 · % of assets, Hourly charges, Fixed fees · $480.7 million AUMSEC registeredNo commissions reportedEbis2550 W. Union Hills Dr., Suite 350 · Phoenix, AZ 85027 · (917) 774-5199 · Financial planningCRD 164024 · % of assets, Hourly charges, Fixed fees · $9.2 million AUMState registeredNo commissions reportedEdm Capital, LLC3101 N. Central Ave., Ste. 820 · Phoenix, AZ 85012 · (760) 832-1642 · Financial planningCRD 287669 · % of assets · $58.2 million AUMState registeredNo commissions reportedEndeavor Advisors LLC2801 E Camelback Rd, Suite 200 · Phoenix, AZ 85016 · (480) 550-8316 · Financial planningCRD 309563 · % of assets, Fixed fees · $114.4 million AUMSEC registeredNo commissions reportedEssential Investing13802 N 32nd St #14 · Phoenix, AZ 85032 · (602) 529-8925 · Financial planningCRD 242790 · % of assets · $53.5 million AUMState registeredNo commissions reportedFarnam Financial2415 E Camelback Rd, Ste 700 · Phoenix, AZ 85016 · (602) 603-4000 · Financial planningCRD 306180 · % of assets, Hourly charges, Fixed fees · $161.4 million AUMSEC registeredNo commissions reportedForward Financial Planning LLC4539 N 22nd St, Ste 7033 · Phoenix, AZ 85016 · (720) 734-9818 · Financial planningCRD 322647 · % of assets, Hourly charges, Fixed fees · $2.6 million AUMState registeredNo commissions reportedFoundations Investment Advisors LLC4050 E. Cotton Center Blvd., Suite 40 · Phoenix, AZ 85040 · (480) 626-2979 · Financial planningCRD 175083 · % of assets, Hourly charges, Fixed fees · $10.1 billion AUMSEC registeredNo commissions reportedIntrinsic Value Partners, LLC4742 N 24th Street, Suite 300 · Phoenix, AZ 85016 · (480) 522-2032 · Financial planningCRD 165214 · % of assets, Hourly charges · $220.6 million AUMSEC registeredNo commissions reportedKeats, Connelly & Associates, INC3336 N. 32nd Street, Suite 100 · Phoenix, AZ 85018 · (602) 955-5007 · Financial planningCRD 148884 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedKerns Legacy Planning3509 E Shea Blvd, Ste 109 · Phoenix, AZ 85028 · (602) 556-0962 · Financial planningCRD 340407 · % of assets, Fixed fees · $276,830 AUMState registeredNo commissions reportedKrueger Financial15215 S 48th Street, #170 · Phoenix, AZ 85044 · (602) 438-2199 · Financial planningCRD 113862 · Fixed feesState registeredNo commissions reportedLegacy Wealth Advisors, LTD.4745 North 7th Street, Suite 430 · Phoenix, AZ 85014 · (928) 899-9132 · Financial planningCRD 324442 · % of assets · $3.8 million AUMState registeredNo commissions reportedMathis Wealth Management7210 N 16th Street · Phoenix, AZ 85020 · (602) 393-0501 · Financial planningCRD 172858 · % of assets, Hourly charges, Fixed fees · $212.8 million AUMSEC registeredNo commissions reportedMe Financial, PLLC3033 N. Central Ave. #640 · Phoenix, AZ 85012 · (480) 442-5816 · Financial planningCRD 143070 · % of assets, Hourly charges, Other · $17.2 million AUMState registeredNo commissions reportedMontebello Avenue2801 E. Camelback Road, Suite 200 · Phoenix, AZ 85016 · (602) 960-8576 · Financial planningCRD 287726 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedOverland Advisors2200 E Camelback Road, Suite 210 · Phoenix, AZ 85016 · (888) 248-2170 · Financial planningCRD 334738 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedPersonal Benefits Planning LLC2701 East Thomas Road, Suite a · Phoenix, AZ 85016 · (602) 955-5742 · Financial planningCRD 172531 · % of assets, Hourly charges, Fixed fees · $3.0 million AUMState registeredNo commissions reportedPfg Advisors3200 N. Central Ave, Suite #200 · Phoenix, AZ 85012 · (800) 405-8850 · Financial planningCRD 173344 · % of assets, Hourly charges, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reportedPogson & Matt Wealth Management Group6930 E. Chauncey Lane, Suite 295 · Phoenix, AZ 85054 · (480) 334-2267 · Financial planningCRD 155377 · % of assets, Hourly charges · $89.9 million AUMState registeredNo commissions reportedProcess Design Capital Management LLC7301 N. 16th St #102 · Phoenix, AZ 85020 · (480) 386-0491 · Financial planningCRD 170789 · % of assets, Fixed fees · $78.0 million AUMState registeredNo commissions reportedProfocus Incorporated5010 East Warner Road, Suite 202 · Phoenix, AZ 85044 · (480) 598-9960 · Financial planningCRD 113954 · % of assets, Hourly charges, Fixed fees · $156.5 million AUMSEC registeredNo commissions reportedReach One Teach One Financial4435 E Chandler Blvd, Suite 200 · Phoenix, AZ 85048 · (888) 877-1138 · Financial planningCRD 323834 · % of assets, Hourly charges, Fixed fees · $8.3 million AUMState registeredNo commissions reportedSharpepoint, LLC5090 N. 40th Street, Suite 200 · Phoenix, AZ 85018 · (480) 999-3033 · Financial planningCRD 290719 · % of assets, Hourly charges, Fixed fees · $222.8 million AUMSEC registeredNo commissions reportedSpringsteel Investment Advisors, LLC2198 E Camelback Rd, Suite 220 · Phoenix, AZ 85016 · (480) 269-9400 · Financial planningCRD 166126 · % of assets, Hourly charges · $57.4 million AUMState registeredNo commissions reportedStewardship Wealth Advisors1440 E. Missouri Avenue, Suite C115 · Phoenix, AZ 85014 · (623) 251-7282 · Financial planningCRD 202512 · % of assets, Fixed fees · $93.1 million AUMState registeredNo commissions reportedStrategy Financial Group7010 E Chauncey Lane, #130 · Phoenix, AZ 85054 · (602) 343-9301 · Financial planningCRD 164531 · % of assets, Hourly charges · $366.7 million AUMSEC registeredNo commissions reportedTactical Tax Wealth Management2990 E. Northern Avenue, Suite D106 · Phoenix, AZ 85028 · (888) 267-8817 · Financial planningCRD 325242 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMState registeredNo commissions reportedTandem Wealth Advisors1850 N. Central Avenue, Suite 330 · Phoenix, AZ 85004 · (602) 297-8600 · Financial planningCRD 157794 · % of assets, Fixed fees · $261.5 million AUMSEC registeredNo commissions reportedTfo Family Office Partners5060 North 40th Street, Suite 200 · Phoenix, AZ 85018 · (602) 466-2611 · Financial planningCRD 159440 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedThe Coleridge Group LLC11811 N. Tatum Blvd, Ste 3031 · Phoenix, AZ 85028 · (623) 252-6661 · Financial planningCRD 108335 · Hourly charges, Fixed fees · $56.0 million AUMState registeredNo commissions reportedThe Planning Associates, INC.15215 S. 48th St., Suite 130 · Phoenix, AZ 85044 · (480) 993-3757 · Financial planningCRD 121808 · % of assets, Hourly charges, Fixed fees · $32.2 million AUMState registeredNo commissions reportedVersant Capital Management, INC.2394 East Camelback Road, Suite 100 · Phoenix, AZ 85016 · (602) 635-3760 · Financial planningCRD 131692 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedWall Capital Group, INC.2550 W. Union Hills Drive, Suite 350 · Phoenix, AZ 85027 · (623) 242-6332 · Financial planningCRD 105913 · % of assets, Fixed fees · $294.7 million AUMSEC registeredNo commissions reportedWilbert Guilford, Cfp, PLLC1502 W. Willow Ave · Phoenix, AZ 85029 · (602) 298-6373 · Financial planningCRD 310846 · Hourly charges, Fixed feesState registeredNo commissions reportedWindsor Capital Management, LLC20860 North Tatum Blvd., Suite 220 · Phoenix, AZ 85050 · (480) 515-3514 · Financial planningCRD 116593 · % of assets, Hourly charges · $703.4 million AUMSEC registeredNo commissions reportedWisdom Wealth Investment Advisors LLC6930 E. Chauncy Lane, Suite 220 · Phoenix, AZ 85054 · (602) 494-4100 · Financial planningCRD 170536 · % of assets, Hourly charges, Fixed fees · $138.8 million AUMSEC registeredNo commissions reportedWise Wealth Partners, LLC2375 E. Camelback, Ste. 600 · Phoenix, AZ 85016 · (480) 866-0200 · Financial planningCRD 311639 · % of assets · $153.5 million AUMSEC registeredNo commissions reported