CFP financial advisors in Utah
How do I find fee-only advisors who hold the CFP in Utah?
In Utah, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Matthew Argyle of Encore Retirement Planning, Blake Jones of Pomegranate Financial LLC and James Sweeney of SwitchPoint Financial Planning LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Matthew Argyle Encore Retirement Planning, South Jordan Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Blake Jones Pomegranate Financial LLC, Springville Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- James Sweeney SwitchPoint Financial Planning LLC, Lehi Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Troy Knighton Veritas Wealth Management LLC, Salt Lake City Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Jeffrey Brimhall Blue Barn Wealth, Orem Holds the CFP and CFA. Fees on file: percentage of assets.
- Danielle Gregory Albion Financial Group, Salt Lake City Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 134
- Firms
- 81
- Cities
- 30
- Hold the CFP
- 100%
- Other credentials: CFA 5% · CPA 3% · EA 1%
- How they charge (of 134 with fees on file): percentage of assets 86% · fixed fees 54% · hourly 51% · ongoing planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Utah are there?
The Wellspent public graph lists 134 fee-only advisors who hold the CFP in Utah, at 81 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who hold the CFP in Utah located?
Of the 134 fee-only advisors who hold the CFP in Utah, 31 are in Salt Lake City, followed by 21 in Lehi and 18 in Orem.
How do fee-only advisors who hold the CFP in Utah charge?
The most common fee among fee-only advisors who hold the CFP in Utah is a percentage of assets, used by 86% of the 134 with fees on file. Many use more than one: 54% charge fixed fees and 51% charge by the hour.
How many fee-only advisors who hold the CFP in Utah hold the CFP?
100% of the 134 fee-only advisors who hold the CFP in Utah hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who hold the CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Utah?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 134 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jennifer Swindler | Money Illustrated Advisory Services | Bluffdale | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Troy Knighton | Veritas Wealth Management LLC | Salt Lake City | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Garrett Bybee | Bybee Wealth Management | Roy | CFP | Percentage of assets, Ongoing planning fee |
| Martin Watkins | TrueNorth Wealth | Salt Lake City | BA, CFP | Percentage of assets |
| Grant Olson | Ronald Olson, Inc. | Lehi | CFP, MBA | Percentage of assets |
| James Sweeney | SwitchPoint Financial Planning LLC | Lehi | CFA, CFP, MBA, MS | Flat fee or retainer, Ongoing planning fee |
| Kevin Michels | Medicus Wealth Planning, Inc. | Draper | CFP | Percentage of assets, Hourly |
| Marcus Blanchard | Focal Point Financial Planning, LLC | Pleasant Grove | CFP, ChFC | Percentage of assets, Hourly |
| Mark Whitaker | Retirement Advice LLC | Provo | CFP, MSFP | Percentage of assets, One-time planning fee |
| Riley Hale | Riley | American Fork | CFP | Percentage of assets |
| Stephen Lay | Curtain Wealth Planning | Park City | CFP, RICP | Flat fee or retainer, Hourly |
| Chris Mamula A former physical therapist and consumer advocate offering low-cost, advice-only planning to working families pursuing financial independence. | Abundo Wealth | Ogden | CFP | Subscription |
| Justin Chidester | Wealth Mode Financial Planning, LLC | Bountiful | CFP, AFC | One-time planning fee, Ongoing planning fee |
| Ben Gajardo | Gajardo Wealth Management | American Fork | CFP | Percentage of assets, Hourly |
| Blake Jones | Pomegranate Financial LLC | Springville | CFP, EA | Ongoing planning fee, Percentage of assets |
| Hyrum Smith | Livet Wealth, LLC | Salt Lake City, | CFP, CPA, PhD | Percentage of assets, Hourly |
| Matthew Seppanen | Newpark Wealth Management | Park City | CFP | Percentage of assets, Fixed fees |
| Neal Hansen | Net Worth Advisory Group, LLC | Sandy | CFP, BS, MBA | Percentage of assets, One-time planning fee |
| Aaron Best | Best Wealth Advisory, LLC | Saint George | CFP | Percentage of assets |
| David MaWhinney | Stream Financial Advice, LLC | Orem | CFP | Percentage of assets, Hourly |
| Joan Sharp | River Family Advisors LLC | Salt Lake City | CAP, CeFT, CFP, ChFC | Ongoing planning fee |
| Mike Metzger | Lifepoint Financial Design | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Daniel Allgaier | Artstone Private Wealth | Lehi | CFP | Percentage of assets, Ongoing planning fee |
| Kent Wilson | Wilson Financial Advisors, Inc. | Salt Lake City | BS, CFP, CPA | Hourly, Fixed fees |
| Mark Parrett | Outpost Advisors | Holladay | CFP | Percentage of assets, Hourly |
| Matthew Argyle | Encore Retirement Planning | South Jordan | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Alexander Call | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Carson Johnson | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Daniel Ruske | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Danielle Gregory | Albion Financial Group | Salt Lake City | CFP, BA, CFA, MBA | Percentage of assets, Hourly |
| 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 |
| Jeffrey Lindsay | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Kaden Waters | Peterson Wealth Advisors | Orem | CFP | 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 |
| Jeffrey Brimhall | Blue Barn Wealth | Orem | CFP, CFA | Percentage of assets |
| Jonathan Dursteler | Soulence Wealth Management | North Logan | CFP | Percentage of assets |
| Justin Ericksen | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Leland McCullough | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nathan Mirizzi | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Scott Garbutt | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Tyler Thompson | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Douglas Bean | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Jake Elm | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| 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 |
| Matthew Mulcock | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
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