| McKenna Sheldon | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Reese Harper | Dentist Advisors | Salt Lake City | CFP, ChFC | Ongoing planning fee |
| Sean Griffeth | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Stephen Reeves | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Taylor Sutterfield | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Trent Colledge | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Tyler Hunt | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Celina Ochoa | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Dennis Jackson | Allred Jackson | North Logan | CFP | Percentage of assets |
| Mitchell Doman | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Reginald Maxfield | Olympus Peaks Financial | Sandy | CFP | Percentage of assets, Hourly |
| Ryan Kelly | RFK Capital Management | Sandy | CFP | Flat fee or retainer, One-time planning fee |
| Austin Scott | Andina Advisors | Draper | CFP | Percentage of assets, Hourly |
| Gregory Maxwell | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Kylee Adamson | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Lance Spencer | Prosper Private Wealth | Provo | CFP | Percentage of assets, Hourly |
| Larry Peterson | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Marco Figueroa | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Nathan Rosell | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Nicholas Bodily | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Peter Messina | ABG Consultants | Cottonwood Heights | CFP | Percentage of assets, Hourly |
| Renn Olsen | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Ryan Bohm | Andina Advisors | Logan | CFP | Percentage of assets, Hourly |
| Seth Merrill | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Seth Swindle | Strive Investment Management | American Fork | CFP | Percentage of assets, Hourly |
| Trent Bowers | Narus Financial Partners | Salt Lake City | CFP | Percentage of assets, Hourly |
| William Miller | PROFi - The Professional Financial Company | Orem | CFP | Percentage of assets |
| Colby Berg | Guardian Wealth Management | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| James Ferrin | Asset One | Draper | CFP | Percentage of assets |
| James Franklin | Asset One | Draper | CFP | Percentage of assets |
| Bryan Burris | Sandlot Private Wealth | Orem | CFP | Percentage of assets, Performance-based fees |
| David Faulk | Montage Financial Advisors | Lehi | CFP, CPA | Percentage of assets, Hourly |
| Stephen Bauer | Evergreen Financial Group LLC | West Jordan | CFP | Percentage of assets, Hourly |
| Stephen Goalen | Goalen Capital Advisors | Bountiful | CFP | Percentage of assets, Hourly |
| Amoree Farnsworth | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Andrew Hills | SAN Francisco Wealth Planning | Draper | CFP | Percentage of assets, Hourly |
| Ben Brackett | Exponent Wealth | Orem | CFP | Percentage of assets, Fixed fees |
| Benjamin Olson | R.O.I. | Lindon | CFP | Percentage of assets |
| Bradley Curtis | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Brandon Henrie | Copperlion Investments | St. George | CFP | Percentage of assets, Hourly |
| Brett Weston | Medicus Wealth Planning | Draper | CFP | Percentage of assets, Fixed fees |
| Brian Hanks | Hanks Capital Management | Draper | CFP | Percentage of assets, Fixed fees |
| Camille Fox | Squire Wealth Advisors | Orem | CFP | Percentage of assets, Hourly |
| Chad Kelley | Alliance Wealth Advisors | Centerville | CFP | Percentage of assets |
| Dan Loose | Medicus Wealth Planning | Draper | CFP | Percentage of assets, Fixed fees |
| David Swapp | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Dillon Rawson | Peak Financial Planning | Lehi | CFP | Percentage of assets, Fixed fees |
| Elizabeth Bernhard | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |