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Holistic Planning - Matthew Fitzgerald, CFP®Financial advisor in Sedona, AZ

Holistic Planning - Matthew Fitzgerald, CFP® is a financial advisor at 1785 W State Rte 89A #2f, Sedona, AZ 86336, ranked #3 of 14 financial advisors in Sedona and rated 5.0 from 11 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Sedona, AZUpdated 0 paid placements in any rankingHow we rank

Call (928) 254-4000Website ↗

Key facts

Key facts about Holistic Planning - Matthew Fitzgerald, CFP®
Address1785 W State Rte 89A #2f, Sedona, AZ 86336Get directions
Phone(928) 254-4000
Websiteholisticplanning.com
HoursMonday to Thursday: 8 AM – 4 PM; Friday: 8 AM – 2:30 PM
Google rating5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Sedona and 5 towns within 25 miles: West Sedona, Cottonwood, Verde Village, Camp Verde and Flagstaff.

Based in Sedona, AZView on map

Opening hours

Opening hours for Holistic Planning - Matthew Fitzgerald, CFP®
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 2:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Holistic Planning - Matthew Fitzgerald, CFP®

How is Holistic Planning - Matthew Fitzgerald, CFP® ranked in Sedona?

Holistic Planning - Matthew Fitzgerald, CFP® is ranked #3 of 14 financial advisors in Sedona by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Holistic Planning - Matthew Fitzgerald, CFP®’s hours?

Holistic Planning - Matthew Fitzgerald, CFP® is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4 PM; Friday, 8 AM – 2:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Holistic Planning - Matthew Fitzgerald, CFP® serve?

Serves Sedona and 5 towns within 25 miles: West Sedona, Cottonwood, Verde Village, Camp Verde and Flagstaff. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Holistic Planning - Matthew Fitzgerald, CFP®?

Holistic Planning - Matthew Fitzgerald, CFP® has a rating of 5.0 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Holistic Planning - Matthew Fitzgerald, CFP®?

Call Holistic Planning - Matthew Fitzgerald, CFP® on (928) 254-4000. The business is at 1785 W State Rte 89A #2f, Sedona, AZ 86336. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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