| Marlin Stovesand | Platform Wealth Advisors | Holladay | CFP | Percentage of assets, Fixed fees |
| Matt Johns | Black Bridge Advisors | Woods Cross | CFP | Percentage of assets, Hourly |
| Michelle Buxton | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Nicholas Augostini | Slayton Lewis | Salt Lake City | CFP, CFA | Percentage of assets, Hourly |
| Patrick Lundergan | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Sarah Bird | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| William Campbell | Slayton Lewis | Salt Lake City | CFP | Percentage of assets, Hourly |
| Wyatt Livingston | Livet Wealth | Spanish Fork | CFP | Percentage of assets, Hourly |
| Alan Tingey | Tingey Financial Group | Salt Lake City | CFA | Percentage of assets, Hourly |
| Anita Peca | Platform Wealth Advisors | Holladay | PFS | Percentage of assets, Fixed fees |
| Stephen Spencer | Tingey Financial Group | Salt Lake City | CFA | Percentage of assets, Hourly |
| Bo Wilkinson | Albion Financial Group | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Bruce Chugg | Chugg Wealth Strategies | Provo | Not listed | Percentage of assets, Hourly |
| Carrie Kerr | Albion Financial Group | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Catherine Barron | Albion Financial Group | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Jason Ware | Albion Financial Group | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Jose Biton | Albion Financial Group | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Kyle Wilhelm | Switchpoint Financial Planning | Lehi | Not listed | Percentage of assets, Hourly |
| Leland Gropper | Platform Wealth Advisors | Holladay | Not listed | Percentage of assets, Fixed fees |
| Matthew Neve | Maximus Wealth Advisors | North Salt Lake | Not listed | Percentage of assets, Hourly |
| Matthew Royer | Platform Wealth Advisors | Holladay | Not listed | Percentage of assets, Fixed fees |
| Peter Martin | Platform Wealth Advisors | Holladay | Not listed | Percentage of assets, Fixed fees |
| Quincey Hansen | Livet Wealth | Spanish Fork | Not listed | Percentage of assets, Hourly |
| Walter Joseph | Albion Financial Group | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Levitt | Albion Financial Group | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Zachary Riley | Albion Financial Group | Salt Lake City | Not listed | Percentage of assets, Hourly |