Ways to browse Flat-fee advisors serving Phoenix, AZ

Pick a specialty to browse more Flat-fee advisors serving Phoenix, AZ.

Browse by specialty

Find advisors serving Phoenix, AZ who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,777
Retired	2,138
Executive	1,549
Wealth management	1,398
Retirement plans for business owners (SEP, solo 401k)	1,265
Tax-loss harvesting	1,141
Private / alternative investments	654
Annuities	610
Retirement income strategy	582
Options & derivatives strategies	501
College savings (529s, UTMA, etc.)	494
General retirement planning	462
Charitable giving & philanthropy	343
Approaching retirement	341
HENRY (High Earners, Not Rich Yet)	341
Active portfolio management	319
Cash flow / budgeting	258
ESG / Sustainable investing	255
Concentrated stock management	251
Business exit / sale strategy	229
General estate planning guidance	175
Business succession planning	158
Passive / index investing	142
Social Security optimization	131
Established Professionals	127
Income planning	113
Financial Professional	97
Self-Employed	89
Real estate investing	80
Debt management	66
Business ownership considerations	54
Equity compensation tax strategy	53
Values-based investing	51
General tax planning	47
Mid-Career Professionals	47
Tax strategies for small businesses	40
Dentist	33
Retirement withdrawal strategies	33
Long-term care insurance	31
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	28
Women Professionals	25
Life insurance needs analysis	18
Retired	18
Multi-generational wealth transfer	17
Equity Recipients (RS/RSU, SOP, ESPP)	16
Roth conversion strategy	16
Doctor or Medical Professional	15
Young Professionals	14
Factor investing / smart beta	11
Airline Pilot	10
Charitable giving tax strategies	9
Military & Veterans	7
Business Financial Management	6
Cross-border / expatriate tax planning	6
Business sale tax planning	5
Divorce financial planning	4
Technology Professional	4
Family Business	3
Liquidity event planning	3

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