| Joshua Weir | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Lance Tempest | Landmark Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Sadie Sanches | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Thomas Tuohy | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Brett Leahy | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| Catherine Miller | JGP Wealth Management | Layton | Not listed | Percentage of assets, Hourly |
| Chelsea Tilly | JGP Wealth Management | West Valley City | Not listed | Percentage of assets, Hourly |
| Emerson Edwards | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| John Rudio | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| Joshua Baird | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Luke Dance | Dance Investment Partners | St. George | Not listed | One-time planning fee |
| Rachel Pierini | Provident Living Financial Services | Lehi | Not listed | Hourly, Ongoing planning fee |
| Richard Barber | Provident Living Financial Services | Lehi | Not listed | Hourly, Ongoing planning fee |
| Ruth Barber | Provident Living Financial Services | Lehi | Not listed | Hourly, Ongoing planning fee |
| William Johnson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Woodson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Amoree Farnsworth | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Andrew Hills | SAN Francisco Wealth Planning | Draper | CFP | Percentage of assets, Hourly |
| Ben Brackett | Exponent Wealth | Orem | CFP | Percentage of assets, Fixed fees |
| Bradley Curtis | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Brett Weston | Medicus Wealth Planning | Draper | CFP | Percentage of assets, Fixed fees |
| Brian Hanks | Hanks Capital Management | Draper | CFP | Percentage of assets, Fixed fees |
| Camille Fox | Squire Wealth Advisors | Orem | CFP | Percentage of assets, Hourly |
| Dan Loose | Medicus Wealth Planning | Draper | CFP | Percentage of assets, Fixed fees |
| David Swapp | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Dillon Rawson | Peak Financial Planning | Lehi | CFP | Percentage of assets, Fixed fees |
| Elizabeth Bernhard | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Gregory Hyde | Squire Wealth Advisors | Orem | CFP, PFS | Percentage of assets, Hourly |
| Gregory Simmons | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Heath Heavy | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Jackson Watson | Albion Financial Group | Salt Lake City | CFP, CFA | Percentage of assets, Hourly |
| Jessica Brian | Hanks Capital Management | Draper | CFP | Percentage of assets, Fixed fees |
| John Bird | Albion Financial Group | Salt Lake City | CFP, CFA | Percentage of assets, Hourly |
| John Freed | A & C Investment | Salt Lake City | CFP | Percentage of assets, Hourly |
| John Terrion | Terrion Advisors | Sandy | CFP | Percentage of assets, Hourly |
| Joseph Adair | Exponent Wealth | Orem | CFP | Percentage of assets, Fixed fees |
| Kadin Bullock | Squire Wealth Advisors | Orem | CFP | Percentage of assets, Hourly |
| Kirk Stovesand | Platform Wealth Advisors | Holladay | CFP, PFS | Percentage of assets, Fixed fees |
| Leah Nelson | The Table Financial Planning | Saratoga Springs | CFP | Percentage of assets, Hourly |
| Marlin Stovesand | Platform Wealth Advisors | Holladay | CFP | Percentage of assets, Fixed fees |
| Mason Hulce | North Pier Fiduciary Management | Syracuse | CFP | Percentage of assets, Fixed fees |
| Matt Johns | Black Bridge Advisors | Woods Cross | CFP | Percentage of assets, Hourly |
| Michael Berry | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Michael Brown | Jacobsen Capital Management | Salt Lake City | 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 |
| Raymond Levitre | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Richard Smith | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |
| Ryan Porter | Net Worth Advisory Group | Sandy | CFP | Percentage of assets, Hourly |