# Financial advisors for executives in Lehi, Utah > For executives in Lehi, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include James Sweeney of SwitchPoint Financial Planning LLC, Roger Lowe of Tanara Wealth Management and Zachary Whitchurch of Solidarity Wealth. Page: https://find.wellspent.co/audiences/executives/utah/lehi/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Lehi? For executives in Lehi, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include James Sweeney of SwitchPoint Financial Planning LLC, Roger Lowe of Tanara Wealth Management and Zachary Whitchurch of Solidarity Wealth. - [James Sweeney](https://find.wellspent.co/advisors/james-sweeney/), SwitchPoint Financial Planning LLC, Lehi City. Holds the CFA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Roger Lowe](https://find.wellspent.co/advisors/roger-lowe/), Tanara Wealth Management, Lehi City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Zachary Whitchurch](https://find.wellspent.co/advisors/zachary-whitchurch/), Solidarity Wealth, Lehi City. Holds the CFP. Fees on file: percentage of assets, subscription. - [Matthew Chambers](https://find.wellspent.co/advisors/matthew-chambers/), Private Advisory Group, Lehi City. Holds the CFP. Fees on file: percentage of assets, performance-based fees. - [Nicholas Stecklein](https://find.wellspent.co/advisors/nicholas-stecklein/), Telos Partners, Lehi City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Lehi work with executives? The Wellspent public graph lists 25 fee-only advisors for executives in Lehi, at 5 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for executives in Lehi charge? The most common fee among fee-only advisors for executives in Lehi is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 60% charge fixed fees and 36% charge performance-based fees. ## What credentials should a financial advisor for executives have? For executives, look for the CFA and CFP. In Lehi, 52% of the 25 advisors listed hold the CFP. - CFA (4% of advisors listed): The CFA helps with concentrated stock. - CFP (52% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Lehi advisors for executives compare with the rest of the US? 36% of fee-only advisors for executives in Lehi charge performance-based fees, compared with 6% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Utah tax income on top of federal tax? Yes. Utah has a state income tax, so a financial plan for a Utah resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Utah? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Utah can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Lehi? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Utah tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Lehi? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [James Sweeney](https://find.wellspent.co/advisors/james-sweeney.md) | SwitchPoint Financial Planning LLC | Lehi, Utah | CFA, CFP, MBA, MS, Retirement Management Advisor | Flat fee or retainer, Ongoing planning fee | | [Alex Graham](https://find.wellspent.co/advisors/alex-graham.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Brock Alvord](https://find.wellspent.co/advisors/brock-alvord.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Stecklein](https://find.wellspent.co/advisors/nicholas-stecklein.md) | Telos Partners | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Roger Lowe](https://find.wellspent.co/advisors/roger-lowe.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Thompson](https://find.wellspent.co/advisors/tyler-thompson.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Douglas Bean](https://find.wellspent.co/advisors/douglas-bean.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [Joshua Glenn](https://find.wellspent.co/advisors/joshua-glenn.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [Matthew Chambers](https://find.wellspent.co/advisors/matthew-chambers.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [McKenna Sheldon](https://find.wellspent.co/advisors/mckenna-sheldon.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [Nicholas Trotter](https://find.wellspent.co/advisors/nicholas-trotter.md) | Solidarity Wealth | Lehi, Utah | CFP | Percentage of assets, Subscription, Fixed fees | | [Stephen Reeves](https://find.wellspent.co/advisors/stephen-reeves-4756320.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [Zachary Whitchurch](https://find.wellspent.co/advisors/zachary-whitchurch.md) | Solidarity Wealth | Lehi, Utah | CFP | Percentage of assets, Subscription, Fixed fees | | [Dalin Jewett](https://find.wellspent.co/advisors/dalin-jewett.md) | Tanara Wealth Management | Lehi, Utah | | Percentage of assets, Hourly, Fixed fees | | [Daniel Clark](https://find.wellspent.co/advisors/daniel-clark.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Jeffrey McClean](https://find.wellspent.co/advisors/jeffrey-mcclean.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [John Rosswog](https://find.wellspent.co/advisors/john-rosswog.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Katherine Ludeman](https://find.wellspent.co/advisors/katherine-ludeman.md) | Private Advisory Group | Lehi, Utah | | Percentage of assets, Performance-based fees | | [McKenna Rice](https://find.wellspent.co/advisors/mckenna-rice.md) | Private Advisory Group | Lehi, Utah | | Percentage of assets, Performance-based fees | | [Parker Anderson](https://find.wellspent.co/advisors/parker-anderson.md) | Private Advisory Group | Lehi, Utah | | Percentage of assets, Performance-based fees | | [Robert Featherstone](https://find.wellspent.co/advisors/robert-featherstone.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Robert Patrick](https://find.wellspent.co/advisors/robert-patrick.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Veronica Fox](https://find.wellspent.co/advisors/veronica-fox.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Wesley Jensen](https://find.wellspent.co/advisors/wesley-jensen.md) | Private Advisory Group | Lehi, Utah | | Percentage of assets, Performance-based fees | | [William Mortimer](https://find.wellspent.co/advisors/william-mortimer.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | ## Related - [Tax planning in Lehi](https://find.wellspent.co/specialties/tax-planning/utah/lehi.md) - [Estate planning in Lehi](https://find.wellspent.co/specialties/estate-planning/utah/lehi.md) - [Family wealth transfer in Lehi](https://find.wellspent.co/specialties/family-wealth-transfer/utah/lehi.md) - [Founders in Lehi](https://find.wellspent.co/specialties/founders-pre-exit/utah/lehi.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).