They are "fee-only" advisors, meaning they do not sell any products for commissions.
They specialize in working with clients in or near retirement, focusing on the "distribution" stage of life, unless noted otherwise.
Tax planning is an integral part of the services they offer.
Investment management is included as part of their comprehensive offering.
They are available to work with clients in most states.
Al Anderson, CFP®
www.yfplan.com
303-720-1232
al@yfplan.com
Al Anderson is the principal of Yavapai Financial Planners. He charges an upfront fee to write a financial plan prior to managing assets. He uses a lot of the same tools we do, has a ton of experience, and is all-around a genuinely lovely human.
Kathryn Kubiak-Rizzone, CFP®, CSRIC®
www.abouttimefinancial.com
(585) 532-7479
kathryn@abouttimefinancial.com
Kathryn helps professional women and families in their 30s to 50s, especially (but not exclusively) physicians, small business owners, and LGBT+ folks. She offers both project-based engagements and ongoing financial planning with optional investment management.
Dan Van Dusen
www.objectivewealthfp.com
(480) 270-4442
info@objectivewealthfp.com
Dan goes deep into business ownership and is based in Phoenix. He also does tax prep.
Michael Reynolds, CFP®
www.elevationfinancial.com
317-207-0211
Michael is a good friend and offers several different levels of financial planning. He also has an excellent podcast, Wealth Redefined.
Shannon Grey, CFP®, CRPC®, MPAS®
www.investedgeplanning.com
(858) 240-0139
Shannon is based in San Diego, CA and Phoenix, AZ. She serves clients remotely via Zoom or over the phone and will be available to visit Prescott quarterly for in-person meetings. Her approach also integrates forward-looking tax planning with comprehensive financial or retirement planning. She offers one-time planning or ongoing investment management. She works with those who are retired or nearing retirement and also can help families with their financial goals.
Scott Newhouse, CFP®
www.forthrightfinances.com
424-258-4460
Scott@ForthrightFinances.com
Scott lives in Tucson but travels to Prescott to meet with clients. He mainly likes to work with more/mostly millennials/people under 40.
Eric Simonson, CFP®, CRPC®, CLTC®
www.abundowealth.com
612-502-5806
eric@abundowealth.com
Behold, virtual planning firm Abundo Wealth. They don’t directly manage your money, but they do give you plenty of guidance to allow you to do so easily. In addition, they use many of the same tools as Montoya Wealth to offer full-spectrum financial planning for a monthly fee: $89/month if you’re single and $139/month for couples. There is also a one-time start-up fee. Find out more by scheduling a complimentary one-hour meeting at abundowealth.com.
Stanley Himeno-Okamoto
drsfp.com
(415) 881-7878
hello@drsfp.com
Offers Project-Based Financial Guidance: A written roadmap including action items and guidance for you to implement, based on the scope of the engagement. Designed for individuals and families who need to take a deep dive into a specific topic or want a comprehensive financial plan and are able to implement recommendations and action items themselves. Comprehensive financial planning projects start at $3,000. Other engagements are $500 - $5,000, based on the complexity and scope of the engagement.
Here’s another curated list of advisors if you would like to explore further: