# Advisors for $500,000 to $1 million in Utah > In Utah, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include James Sweeney of SwitchPoint Financial Planning LLC, Matthew Argyle of Encore Retirement Planning and Troy Knighton of Veritas Wealth Management LLC. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/utah/ 76 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $500,000 to $1 million in Utah? In Utah, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include James Sweeney of SwitchPoint Financial Planning LLC, Matthew Argyle of Encore Retirement Planning and Troy Knighton of Veritas Wealth Management LLC. ## How many fee-only advisors for $500,000 to $1 million in Utah are there? The Wellspent public graph lists 76 fee-only advisors for $500,000 to $1 million in Utah, at 26 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Utah located? Of the 76 fee-only advisors for $500,000 to $1 million in Utah, 31 are in Salt Lake City, followed by 23 in Lehi and 6 in Holladay. ## How do fee-only advisors for $500,000 to $1 million in Utah charge? The most common fee among fee-only advisors for $500,000 to $1 million in Utah is a percentage of assets, used by 97% of the 76 with fees on file. Many use more than one: 70% charge fixed fees and 54% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Utah hold the CFP? 45% of the 76 fee-only advisors for $500,000 to $1 million in Utah hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $500,000 to $1 million in Utah? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 million 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Troy Knighton](https://find.wellspent.co/advisors/troy-knighton.md) | Veritas Wealth Management LLC | Salt Lake City, Utah | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee | | [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 | | [Hyrum Smith](https://find.wellspent.co/advisors/hyrum-smith.md) | Livet Wealth, LLC | Salt Lake City,, Utah | CFP, CPA, PhD | Percentage of assets, Hourly, Fixed fees | | [Daniel Allgaier](https://find.wellspent.co/advisors/daniel-allgaier.md) | Artstone Private Wealth | Lehi, Utah | CFP | Percentage of assets, Ongoing planning fee | | [Matthew Argyle](https://find.wellspent.co/advisors/matthew-argyle.md) | Encore Retirement Planning | South Jordan, Utah | CFP, CFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Danielle Gregory](https://find.wellspent.co/advisors/danielle-gregory.md) | Albion Financial Group | Salt Lake City, Utah | CFP, BA, CFA, MBA, AFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Nicholas Stecklein](https://find.wellspent.co/advisors/nicholas-stecklein.md) | Telos Partners | 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 | | [Peter Hughes](https://find.wellspent.co/advisors/peter-hughes.md) | Telos Partners | Cottonwood Heights, Utah | CFA | Percentage of assets, Hourly, Fixed fees | | [Lance Spencer](https://find.wellspent.co/advisors/lance-spencer.md) | Prosper Private Wealth | Provo, Utah | CFP | Percentage of assets, Hourly, Performance-based fees | | [Trent Bowers](https://find.wellspent.co/advisors/trent-bowers.md) | Narus Financial Partners | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Colby Berg](https://find.wellspent.co/advisors/colby-berg.md) | Guardian Wealth Management | Salt Lake City, Utah | CFP | Percentage of assets, Fixed fees | | [Daniel Clark](https://find.wellspent.co/advisors/daniel-clark.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [David Faulk](https://find.wellspent.co/advisors/david-faulk.md) | Montage Financial Advisors | Lehi, Utah | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Davis Bean](https://find.wellspent.co/advisors/davis-bean.md) | Private Advisory Group | Draper, Utah | | Percentage of assets, Performance-based 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 | | [Earl Berg](https://find.wellspent.co/advisors/earl-berg.md) | Guardian Wealth Management | Salt Lake City, Utah | ChFC | Percentage of assets, Fixed fees | | [Skyler Keate](https://find.wellspent.co/advisors/skyler-keate.md) | Cadinha & Co | Park City, Utah | | Percentage of assets, Hourly | | [Cam McClellan](https://find.wellspent.co/advisors/cam-mcclellan.md) | Palisade Wealth | Draper, Utah | | Percentage of assets | | [Chase Redd](https://find.wellspent.co/advisors/chase-redd.md) | Narus Financial Partners | Salt Lake City, Utah | | Percentage of assets, Hourly, Fixed fees | | [Curtis Lamb](https://find.wellspent.co/advisors/curtis-lamb.md) | Narus Financial Partners | Salt Lake City, Utah | | Percentage of assets, Hourly, Fixed fees | | [Jared Stubbs](https://find.wellspent.co/advisors/jared-stubbs.md) | Narus Financial Partners | Salt Lake City, Utah | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Jacobs](https://find.wellspent.co/advisors/jeffrey-jacobs.md) | Palisade Wealth | Draper, Utah | | Percentage of assets | | [Landon Malo](https://find.wellspent.co/advisors/landon-malo.md) | Narus Financial Partners | Salt Lake City, Utah | | Percentage of assets, Hourly, Fixed fees | | [Robert Jacobs](https://find.wellspent.co/advisors/robert-jacobs.md) | White Pine Financial | Draper, Utah | | Percentage of assets | | [Brian Barton](https://find.wellspent.co/advisors/brian-barton.md) | Guardian Wealth Management | Salt Lake City, Utah | | Percentage of assets, Fixed fees | | [Lance Tempest](https://find.wellspent.co/advisors/lance-tempest.md) | Landmark Wealth Advisors | Farmington, Utah | | Percentage of assets, Hourly, Fixed fees | | [Andrew Hills](https://find.wellspent.co/advisors/andrew-hills.md) | SAN Francisco Wealth Planning | Draper, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley Curtis](https://find.wellspent.co/advisors/bradley-curtis.md) | Albion Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Elizabeth Bernhard](https://find.wellspent.co/advisors/elizabeth-bernhard.md) | Albion Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Gregory Tingey](https://find.wellspent.co/advisors/gregory-tingey.md) | Tingey Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly | | [Heath Heavy](https://find.wellspent.co/advisors/heath-heavy.md) | Albion Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jackson Watson](https://find.wellspent.co/advisors/jackson-watson.md) | Albion Financial Group | Salt Lake City, Utah | CFP, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [John Bird](https://find.wellspent.co/advisors/john-bird.md) | Albion Financial Group | Salt Lake City, Utah | CFP, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kirk Stovesand](https://find.wellspent.co/advisors/kirk-stovesand.md) | Platform Wealth Advisors | Holladay, Utah | CFP, PFS | Percentage of assets, Fixed fees | Showing the first 50 of 76. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/utah/?page=2 ## 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).