Financial advisors for executives in Lehi, Utah
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- 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 Tanara Wealth Management, Lehi City Holds the CFP. Fees on file: percentage of assets, hourly.
- Zachary Whitchurch Solidarity Wealth, Lehi City Holds the CFP. Fees on file: percentage of assets, subscription.
- Matthew Chambers Private Advisory Group, Lehi City Holds the CFP. Fees on file: percentage of assets, performance-based fees.
- 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.
- CFA4% in Lehi
- The CFA helps with concentrated stock.
- CFP52% in Lehi
- 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.
Dark bars are Lehi. Light bars are all US advisors for executives.
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.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| James Sweeney | SwitchPoint Financial Planning LLC | Lehi | CFA, CFP, MBA, MS | Flat fee or retainer, Ongoing planning fee |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Tyler Thompson | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Douglas Bean | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Joshua Glenn | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Matthew Chambers | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| McKenna Sheldon | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Stephen Reeves | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Jeffrey McClean | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| John Rosswog | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Katherine Ludeman | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| McKenna Rice | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Parker Anderson | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Robert Featherstone | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Robert Patrick | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Veronica Fox | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Wesley Jensen | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
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