Advisors for under $500,000 in Utah
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Jeffrey Brimhall of Blue Barn Wealth, Blake Jones of Pomegranate Financial LLC and Celina Ochoa of Haynie Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jeffrey Brimhall Blue Barn Wealth, Orem Holds the CFP and CFA. Fees on file: percentage of assets.
- Blake Jones Pomegranate Financial LLC, Springville Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- Celina Ochoa Haynie Wealth Management, Salt Lake City Holds the CFP. Fees on file: percentage of assets.
- Mark Whitaker Retirement Advice LLC, Provo Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Kaden Waters Peterson Wealth Advisors, Orem Holds the CFP. Fees on file: ongoing planning fee.
- Marcus Blanchard Focal Point Financial Planning, LLC, Pleasant Grove Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 280
- Firms
- 93
- Cities
- 42
- Hold the CFP
- 32%
- Other credentials: CFA 3% · EA 0% · ChFC 2%
- How they charge (of 280 with fees on file): percentage of assets 90% · fixed fees 55% · hourly 46% · ongoing planning fee 10%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Utah are there?
The Wellspent public graph lists 280 fee-only advisors for under $500,000 in Utah, at 93 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Utah located?
Of the 280 fee-only advisors for under $500,000 in Utah, 47 are in Orem, followed by 33 in Salt Lake City and 27 in Lehi.
How do fee-only advisors for under $500,000 in Utah charge?
The most common fee among fee-only advisors for under $500,000 in Utah is a percentage of assets, used by 90% of the 280 with fees on file. Many use more than one: 55% charge fixed fees and 46% charge by the hour.
How many fee-only advisors for under $500,000 in Utah hold the CFP?
32% of the 280 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Utah?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 280 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jennifer Swindler | Money Illustrated Advisory Services | Bluffdale | AFC, CDFA, CFP | Flat fee or retainer, 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 |
| 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 |
| 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 |
| 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 |
| David MaWhinney | Stream Financial Advice, LLC | Orem | CFP | Percentage of assets, Hourly |
| Mike Metzger | Lifepoint Financial Design | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Mark Parrett | Outpost Advisors | Holladay | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Leland McCullough | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nathan Mirizzi | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| 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 |
| Jake Elm | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Matthew Mulcock | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Reese Harper | Dentist Advisors | Salt Lake City | CFP, ChFC | Ongoing planning fee |
| Scott Peterson | Peterson Wealth Advisors | Orem | ChFC | Ongoing planning fee |
| Sean Griffeth | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| 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 |
| Celina Ochoa | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Dennis Jackson | Allred Jackson | North Logan | CFP | Percentage of assets |
| Gregory Nelson | Soulence Wealth Management | Pleasant Grove | ChFC | 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 |
| Alek Johnson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Alison McFadden | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Austin Scott | Andina Advisors | Draper | CFP | Percentage of assets, Hourly |
| Gregory Maxwell | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Jeffrey Sevy | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
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