| Kristen Hudspeth | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Kylee Adamson | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Larry Peterson | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Marco Figueroa | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Michael Hampton | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| 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 |
| Rabih Dimachki | Dentist Advisors | Salt Lake City | CFA | Ongoing planning fee |
| Renn Olsen | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Ryan Bohm | Andina Advisors | Logan | CFP | Percentage of assets, Hourly |
| Ryan Cooper | Verticus Advisors | Sandy | PFS | Percentage of assets, Hourly |
| Scott Muhlestein | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Seth Merrill | The Norden Group | Provo | CFP | Percentage of assets, Fixed fees |
| Seth Swindle | Strive Investment Management | American Fork | CFP | Percentage of assets, Hourly |
| Thomas Challis | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| William Miller | PROFi - The Professional Financial Company | Orem | CFP | Percentage of assets |
| Zachary Swenson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Andrew Backenstoss | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Ashton Green | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Carson Brown | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Christopher Anderson | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Christopher Nibley | Nibley Financial | Heber | Not listed | Percentage of assets, Fixed fees |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| David Sinclair | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Eric Stats | Brighton Wealth Management | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Jacob Martin | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jacob Pacini | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| James Ferrin | Asset One | Draper | CFP | Percentage of assets |
| James Franklin | Asset One | Draper | CFP | Percentage of assets |
| Karsten Walker | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Mark Sumsion | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Mustaque Choudhury | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Siria Terry | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Bryan Burris | Sandlot Private Wealth | Orem | CFP | Percentage of assets, Performance-based fees |
| Jonathan Potter | PracticeCFO | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Lauren Kearl | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| Robert Nelson | Sunset Retire | Provo | Not listed | 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 |
| Tanner Dance | Andina Advisors | Logan | CFA | Percentage of assets, Hourly |
| William Gochnour | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| Alexander Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ann Lobos | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Carson Skaggs | Altura Private Wealth | Centerville | Not listed | Percentage of assets, Fixed fees |
| Dennis Jackson | Allred Jackson | North Logan | Not listed | Percentage of assets |
| Dennis Romney | Opportunus Wealth Management | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Ethan Call | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Frank Sterneck | Sterneck Capital Management | Park City | Not listed | Percentage of assets, Fixed fees |
| John Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |