Advisors for $500,000 to $1 million in Utah
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- James Sweeney SwitchPoint Financial Planning LLC, Lehi Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Matthew Argyle Encore Retirement Planning, South Jordan 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.
- David Faulk Montage Financial Advisors, Lehi Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- John Bird Albion Financial Group, Salt Lake City Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Hyrum Smith Livet Wealth, LLC, Salt Lake City, Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 76
- Firms
- 26
- Cities
- 13
- Hold the CFP
- 45%
- Other credentials: CFA 12% · CPA 4% · ChFC 1%
- How they charge (of 76 with fees on file): percentage of assets 97% · fixed fees 70% · hourly 54% · performance-based fees 37%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 76 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Troy Knighton | Veritas Wealth Management LLC | Salt Lake City | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| James Sweeney | SwitchPoint Financial Planning LLC | Lehi | CFA, CFP, MBA, MS | Flat fee or retainer, Ongoing planning fee |
| Hyrum Smith | Livet Wealth, LLC | Salt Lake City, | CFP, CPA, PhD | Percentage of assets, Hourly |
| Daniel Allgaier | Artstone Private Wealth | Lehi | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Argyle | Encore Retirement Planning | South Jordan | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Danielle Gregory | Albion Financial Group | Salt Lake City | CFP, BA, CFA, MBA | Percentage of assets, Hourly |
| Nicholas Stecklein | Telos Partners | 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 |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Lance Spencer | Prosper Private Wealth | Provo | CFP | Percentage of assets, Hourly |
| Trent Bowers | Narus Financial Partners | Salt Lake City | CFP | Percentage of assets, Hourly |
| Colby Berg | Guardian Wealth Management | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| David Faulk | Montage Financial Advisors | Lehi | CFP, CPA | Percentage of assets, Hourly |
| Davis Bean | Private Advisory Group | Draper | Not listed | Percentage of assets, Performance-based fees |
| 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 |
| Earl Berg | Guardian Wealth Management | Salt Lake City | ChFC | Percentage of assets, Fixed fees |
| Skyler Keate | Cadinha & Co | Park City | Not listed | Percentage of assets, Hourly |
| Cam McClellan | Palisade Wealth | Draper | Not listed | Percentage of assets |
| Chase Redd | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Curtis Lamb | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Jared Stubbs | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Jeffrey Jacobs | Palisade Wealth | Draper | Not listed | Percentage of assets |
| Landon Malo | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Robert Jacobs | White Pine Financial | Draper | Not listed | Percentage of assets |
| Brian Barton | Guardian Wealth Management | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Lance Tempest | Landmark Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Andrew Hills | SAN Francisco Wealth Planning | Draper | CFP | Percentage of assets, Hourly |
| Bradley Curtis | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Elizabeth Bernhard | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Gregory Tingey | Tingey Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Heath Heavy | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Jackson Watson | Albion Financial Group | Salt Lake City | CFP, CFA | Percentage of assets, Hourly |
| John Bird | Albion Financial Group | Salt Lake City | CFP, CFA | Percentage of assets, Hourly |
| Kirk Stovesand | Platform Wealth Advisors | Holladay | CFP, PFS | Percentage of assets, Fixed fees |
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