Ways to browse Flat-fee advisors serving Scottsdale, AZ

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,631
Retired	2,020
Executive	1,480
Retirement plans for business owners (SEP, solo 401k)	1,182
Tax-loss harvesting	1,082
Wealth management	990
Private / alternative investments	615
Annuities	589
Retirement income strategy	523
Options & derivatives strategies	482
College savings (529s, UTMA, etc.)	439
General retirement planning	403
Charitable giving & philanthropy	317
HENRY (High Earners, Not Rich Yet)	309
Approaching retirement	306
Active portfolio management	288
ESG / Sustainable investing	247
Cash flow / budgeting	243
Concentrated stock management	230
Business exit / sale strategy	212
General estate planning guidance	162
Business succession planning	144
Passive / index investing	137
Established Professionals	124
Social Security optimization	118
Income planning	104
Financial Professional	97
Self-Employed	90
Real estate investing	71
Debt management	51
Values-based investing	50
Equity compensation tax strategy	47
Mid-Career Professionals	46
General tax planning	45
Business ownership considerations	44
Tax strategies for small businesses	39
Dentist	33
Retirement withdrawal strategies	32
Long-term care insurance	26
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	26
Women Professionals	25
Life insurance needs analysis	19
Multi-generational wealth transfer	17
Doctor or Medical Professional	15
Roth conversion strategy	15
Equity Recipients (RS/RSU, SOP, ESPP)	13
Airline Pilot	10
Factor investing / smart beta	10
Retired	10
Charitable giving tax strategies	9
Cross-border / expatriate tax planning	6
Military & Veterans	6
Business sale tax planning	5
Divorce financial planning	4
Business Financial Management	3
Family Business	3
Liquidity event planning	3
Young Professionals	3

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