Flat-fee financial advisors in Utah
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Blake Jones Pomegranate Financial LLC, Springville Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- Jeffrey Brimhall Blue Barn Wealth, Orem Holds the CFP and CFA. Fees on file: percentage of assets.
- 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.
- Kent Wilson Wilson Financial Advisors, Inc., Salt Lake City Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Danielle Gregory Albion Financial Group, Salt Lake City Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 277
- Firms
- 103
- Cities
- 42
- Hold the CFP
- 36%
- Other credentials: CFA 4% · CPA 1% · EA 0%
- How they charge (of 277 with fees on file): percentage of assets 92% · fixed fees 84% · hourly 52% · performance-based fees 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 277 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 |
| James Sweeney | SwitchPoint Financial Planning LLC | Lehi | CFA, CFP, MBA, MS | Flat fee or retainer, Ongoing planning fee |
| Kevin Michels | Medicus Wealth Planning, Inc. | Draper | CFP | 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 |
| Stephen Lay | Curtain Wealth Planning | Park City | CFP, RICP | Flat fee or retainer, Hourly |
| Chris Mamula A former physical therapist and consumer advocate offering low-cost, advice-only planning to working families pursuing financial independence. | Abundo Wealth | Ogden | CFP | Subscription |
| 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 |
| Hyrum Smith | Livet Wealth, LLC | Salt Lake City, | CFP, CPA, PhD | Percentage of assets, Hourly |
| 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 |
| Joan Sharp | River Family Advisors LLC | Salt Lake City | CAP, CeFT, CFP, ChFC | Ongoing planning fee |
| Mike Metzger | Lifepoint Financial Design | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Daniel Allgaier | Artstone Private Wealth | Lehi | CFP | Percentage of assets, Ongoing planning fee |
| Kent Wilson | Wilson Financial Advisors, Inc. | Salt Lake City | BS, CFP, CPA | Hourly, Fixed fees |
| Mark Parrett | Outpost Advisors | Holladay | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Justin Ericksen | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Leland McCullough | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nathan Mirizzi | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Scott Garbutt | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Skyler Fleming Approachable planning for people who want to use their money as a tool to reach their goals and live their values. | Abundo Wealth | Salt Lake City | Not listed | Fixed fees |
| 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 |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Reese Harper | Dentist Advisors | Salt Lake City | CFP, 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 |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Ryan Kelly | RFK Capital Management | Sandy | CFP | Flat fee or retainer, One-time planning fee |
| Austin Scott | Andina Advisors | Draper | CFP | Percentage of assets, Hourly |
| Gregory Maxwell | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| 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 |
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