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.
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
Raman Singh, CFP®, EA
Singh PWM LLC
PremiumRaman Singh is a CFP® and Enrolled Agent who founded Singh PWM LLC, a fee-only fiduciary firm serving Arizona households. Raman also founded Arizona Fee Only and is listed transparently as a featured advisor in the directory.
- Retirement Planning
- Tax Planning
- Roth Conversions
Flat fee
Alex Haas, CFP®
Copper Square Private Wealth, LLC
Dan VanDusen, CFP®, EA
Objective Wealth, LLC
Daniel E. King, CFP®
DEK Financial Solutions, LLC
Foothills Financial Planning
Foothills Financial Planning
Jonathan Bird, CFP®
Farnam Financial
Phoenix Fee Only
Phoenix Fee Only
Prudence Zhu, CFP®, CPA
Enso Financial
Robinson Crawford, CFP®
Montebello Avenue
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