O'CONNOR CAPITAL ADVISORY, LLC
Scottsdale, AZ
AUM
$112.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-729-6260
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in AZ
400 advisers found
BONNEMA WEALTH MANAGEMENT LLC
Scottsdale, AZ
AUM
$109.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-206-5081
AUM
$107.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
419-340-6462
AUM
$103.8M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM
800-290-8319
CAPITAL STRATEGIES GROUP, LLC
Tempe, AZ
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-635-4050
REDEEM WEALTH MANAGEMENT
Gilbert, AZ
AUM
$101.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
480-680-7975
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
520-512-8832
ZECHES WEALTH MANAGEMENT
Tucson, AZ
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(520) 326-6923
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
602-834-3905
RMH INVESTMENT MANAGEMENT, LLC
Tucson, AZ
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
520-314-2300
SHEPHERD WEALTH & RETIREMENT LLC
Tucson, AZ
AUM
$96.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-325-1600
ENVISION RETIREMENT LLC
Tempe, AZ
AUM
$96.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
602-888-3099
IRONWOOD WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480.473.3455
STEWARDSHIP WEALTH ADVISORS
Phoenix, AZ
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
623-251-7282
3ROOTS WEALTH PARTNERS LLC
Scottsdale, AZ
AUM
$92.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-980-1525
BIG CEDAR INVESTMENT ADVISORS
Scottsdale, AZ
AUM
$92.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-477-3577
POGSON & MATT WEALTH MANAGEMENT GROUP
Phoenix, AZ
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
480-334-2267
AUM
$89.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
520-399-6340
BRIDGE FINANCIAL STRATEGIES
Scottsdale, AZ
AUM
$89.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
480-378-2383
INNOVATIVE FINANCIAL SOLUTIONS, INC.
Chandler, AZ
AUM
$89.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(480) 345-8540
SONMORE FINANCIAL LLC
Chandler, AZ
AUM
$86.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
480-439-0500
CPA ADVISORY SERVICES, P.C.
Scottsdale, AZ
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-860-1252
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 275-4437
TITAN CAPITAL MANAGEMENT
Scottsdale, AZ
AUM
$84.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(209) 529-3089