Financial advisors for ultra-high-net-worth families in Utah
Which financial advisor should I talk to as an ultra-high-net-worth family in Utah?
For ultra-high-net-worth families in Utah, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Garrett Smith of Ascend Investment Partners, Kyle Glover of Three Seasons Wealth and Nicholas Trotter 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.
- Garrett Smith Ascend Investment Partners, Ogden Holds the CFP. Fees on file: percentage of assets, hourly.
- Kyle Glover Three Seasons Wealth, Salt Lake City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Nicholas Trotter Solidarity Wealth, Lehi Holds the CFP. Fees on file: percentage of assets, subscription.
- Ryan Craner Craner Capital, Bountiful Fees on file: percentage of assets, hourly.
- William Woodson Cynosure Portfolio Advisors, Salt Lake City Fees on file: percentage of assets, hourly.
- Brett Leahy Echelons Capital, Park City Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Utah work with ultra-high-net-worth families?
The Wellspent public graph lists 31 fee-only advisors for ultra-high-net-worth families in Utah, at 6 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for ultra-high-net-worth families in Utah located?
Of the 31 fee-only advisors for ultra-high-net-worth families in Utah, 9 are in Salt Lake City, followed by 9 in Lehi and 8 in Bountiful.
Plus 2 in other cities.
How do fee-only advisors for ultra-high-net-worth families in Utah charge?
The most common fee among fee-only advisors for ultra-high-net-worth families in Utah is a percentage of assets, used by 100% of the 31 with fees on file. Many use more than one: 97% charge fixed fees and 42% charge by the hour.
What credentials should a financial advisor for ultra-high-net-worth families have?
For ultra-high-net-worth families, look for the CFP. In Utah, 13% of the 31 advisors listed hold the CFP.
- CFP13% in Utah
- The CFP keeps the whole picture together.
How do Utah advisors for ultra-high-net-worth families compare with the rest of the US?
97% of fee-only advisors for ultra-high-net-worth families in Utah charge fixed fees, compared with 59% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Utah. Light bars are all US advisors for ultra-high-net-worth families.
Does Utah have an estate or inheritance tax?
No. Utah has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor as an ultra-high-net-worth family in Utah?
- What would I pay in dollars, on my balance, each year?
- Who on your team handles tax and estate work?
- How many clients my size do you serve?
- How do you handle private investments?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for ultra-high-net-worth families in Utah?
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 31 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Daniel De Mille | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Dustin Gordon | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Jaycee Carroll | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Theresa Sommerdyke | Three Seasons Wealth | Draper | Not listed | Percentage of assets, Fixed fees |
| Tory Parke | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Wendell Hill | Three Seasons Wealth | Kaysville | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Alexander Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ethan Call | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| John Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Jordan Bailey | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Mathew Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ryan Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Thomas Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| William Draper | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Brett Leahy | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| Emerson Edwards | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| John Rudio | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| Joshua Baird | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Johnson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Woodson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
Want a shorter list for ultra-high-net-worth families?
Tell us what you need and we'll narrow Utah's 31 advisors to the few who fit.
Get matched in 2 minutes