# Flat-fee financial advisors in Utah > In Utah, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Blake Jones of Pomegranate Financial LLC, Jeffrey Brimhall of Blue Barn Wealth and James Sweeney of SwitchPoint Financial Planning LLC. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/utah/ 277 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who charge flat or fixed fees in Utah? In Utah, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Blake Jones of Pomegranate Financial LLC, Jeffrey Brimhall of Blue Barn Wealth and James Sweeney of SwitchPoint Financial Planning LLC. ## How many fee-only advisors who charge flat or fixed fees in Utah are there? The Wellspent public graph lists 277 fee-only advisors who charge flat or fixed fees in Utah, at 103 firms. We counted every advisor record that fits, as of November 2026. ## Where are fee-only advisors who charge flat or fixed fees in Utah located? Of the 277 fee-only advisors who charge flat or fixed fees in Utah, 62 are in Salt Lake City, followed by 39 in Lehi and 29 in Orem. ## How do fee-only advisors who charge flat or fixed fees in Utah charge? The most common fee among fee-only advisors who charge flat or fixed fees in Utah is a percentage of assets, used by 92% of the 277 with fees on file. Many use more than one: 84% charge fixed fees and 52% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in Utah hold the CFP? 36% of the 277 fee-only advisors who charge flat or fixed fees in Utah hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors who charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in Utah? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | |---|---|---|---|---| | [Jennifer Swindler](https://find.wellspent.co/advisors/jennifer-swindler.md) | Money Illustrated Advisory Services | Bluffdale, Utah | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee, Hourly, Percentage of assets, One-time planning fee | | [Garrett Bybee](https://find.wellspent.co/advisors/garrett-bybee.md) | Bybee Wealth Management | Roy, Utah | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time 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 | | [Kevin Michels](https://find.wellspent.co/advisors/kevin-michels.md) | Medicus Wealth Planning, Inc. | Draper, Utah | CFP | Percentage of assets, Hourly, One-time planning fee | | [Mark Whitaker](https://find.wellspent.co/advisors/mark-whitaker.md) | Retirement Advice LLC | Provo, Utah | CFP, MSFP | Percentage of assets, One-time planning fee | | [Riley Hale](https://find.wellspent.co/advisors/riley-hale.md) | Riley | American Fork, Utah | CFP | Percentage of assets | | [Stephen Lay](https://find.wellspent.co/advisors/stephen-lay.md) | Curtain Wealth Planning | Park City, Utah | CFP, RICP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Chris Mamula](https://find.wellspent.co/advisors/chris-mamula.md) | Abundo Wealth | Ogden, Utah | CFP | Subscription | | [Justin Chidester](https://find.wellspent.co/advisors/justin-chidester.md) | Wealth Mode Financial Planning, LLC | Bountiful, Utah | CFP, AFC | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Ben Gajardo](https://find.wellspent.co/advisors/ben-gajardo.md) | Gajardo Wealth Management | American Fork, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Blake Jones](https://find.wellspent.co/advisors/blake-jones.md) | Pomegranate Financial LLC | Springville, Utah | CFP, EA | Ongoing planning fee, Percentage of assets | | [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 | | [Matthew Seppanen](https://find.wellspent.co/advisors/matthew-seppanen.md) | Newpark Wealth Management | Park City, Utah | CFP | Percentage of assets, Fixed fees | | [Neal Hansen](https://find.wellspent.co/advisors/neal-hansen.md) | Net Worth Advisory Group, LLC | Sandy, Utah | CFP, BS, MBA | Percentage of assets, One-time planning fee | | [David MaWhinney](https://find.wellspent.co/advisors/david-mawhinney.md) | Stream Financial Advice, LLC | Orem, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Joan Sharp](https://find.wellspent.co/advisors/joan-sharp.md) | River Family Advisors LLC | Salt Lake City, Utah | CAP, CeFT, CFP, ChFC, MSFS, Other | Ongoing planning fee | | [Mike Metzger](https://find.wellspent.co/advisors/mike-metzger.md) | Lifepoint Financial Design | Salt Lake City, Utah | CFP | Percentage of assets, Fixed fees | | [Daniel Allgaier](https://find.wellspent.co/advisors/daniel-allgaier.md) | Artstone Private Wealth | Lehi, Utah | CFP | Percentage of assets, Ongoing planning fee | | [Kent Wilson](https://find.wellspent.co/advisors/kent-wilson.md) | Wilson Financial Advisors, Inc. | Salt Lake City, Utah | BS, CFP, CPA | Hourly, Fixed fees | | [Mark Parrett](https://find.wellspent.co/advisors/mark-parrett.md) | Outpost Advisors | Holladay, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Alex Graham](https://find.wellspent.co/advisors/alex-graham.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Brock Alvord](https://find.wellspent.co/advisors/brock-alvord.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Brimhall](https://find.wellspent.co/advisors/jeffrey-brimhall.md) | Blue Barn Wealth | Orem, Utah | CFP, CFA | Percentage of assets | | [Justin Ericksen](https://find.wellspent.co/advisors/justin-ericksen.md) | Blue Barn Wealth | Orem, Utah | CFP | Percentage of assets | | [Kyle Glover](https://find.wellspent.co/advisors/kyle-glover.md) | Three Seasons Wealth | Salt Lake City, Utah | CFP | Percentage of assets, Fixed fees | | [Leland McCullough](https://find.wellspent.co/advisors/leland-mccullough.md) | Blue Barn Wealth | Orem, Utah | CFP | Percentage of assets | | [Nathan Mirizzi](https://find.wellspent.co/advisors/nathan-mirizzi.md) | Blue Barn Wealth | Orem, Utah | CFP | Percentage of assets | | [Nicholas Stecklein](https://find.wellspent.co/advisors/nicholas-stecklein.md) | Telos Partners | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Roger Lowe](https://find.wellspent.co/advisors/roger-lowe.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Garbutt](https://find.wellspent.co/advisors/scott-garbutt.md) | Blue Barn Wealth | Orem, Utah | CFP | Percentage of assets | | [Skyler Fleming](https://find.wellspent.co/advisors/skyler-fleming.md) | Abundo Wealth | Salt Lake City, Utah | | Fixed fees | | [Tyler Thompson](https://find.wellspent.co/advisors/tyler-thompson.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Jake Elm](https://find.wellspent.co/advisors/jake-elm.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee | | [Matthew Mulcock](https://find.wellspent.co/advisors/matthew-mulcock.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee | | [Nicholas Trotter](https://find.wellspent.co/advisors/nicholas-trotter.md) | Solidarity Wealth | Lehi, Utah | CFP | Percentage of assets, Subscription, Fixed fees | | [Reese Harper](https://find.wellspent.co/advisors/reese-harper.md) | Dentist Advisors | Salt Lake City, Utah | CFP, ChFC | Ongoing planning fee | | [Sean Griffeth](https://find.wellspent.co/advisors/sean-griffeth.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee | | [Taylor Sutterfield](https://find.wellspent.co/advisors/taylor-sutterfield.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee | | [Trent Colledge](https://find.wellspent.co/advisors/trent-colledge.md) | Sunset Retire | Provo, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Hunt](https://find.wellspent.co/advisors/tyler-hunt-6192405.md) | Sunset Retire | Provo, Utah | CFP | Percentage of assets, Hourly, Fixed 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 | | [Ryan Kelly](https://find.wellspent.co/advisors/ryan-kelly-5907617.md) | RFK Capital Management | Sandy, Utah | CFP | Flat fee or retainer, One-time planning fee | | [Austin Scott](https://find.wellspent.co/advisors/austin-scott.md) | Andina Advisors | Draper, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Maxwell](https://find.wellspent.co/advisors/gregory-maxwell.md) | Amicus Financial Advisors | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Kylee Adamson](https://find.wellspent.co/advisors/kylee-adamson.md) | The Norden Group | Provo, Utah | CFP | Percentage of assets, Fixed fees | | [Larry Peterson](https://find.wellspent.co/advisors/larry-peterson.md) | Amicus Financial Advisors | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Marco Figueroa](https://find.wellspent.co/advisors/marco-figueroa.md) | Amicus Financial Advisors | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 277. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/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).