Hourly financial advisors in Utah
How do I find fee-only advisors who charge by the hour in Utah?
In Utah, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Matthew Argyle of Encore Retirement Planning, Blake Jones of Pomegranate Financial LLC and Jeffrey Brimhall of Blue Barn Wealth.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Matthew Argyle Encore Retirement Planning, South Jordan Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- 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.
- Hyrum Smith Livet Wealth, LLC, Salt Lake City, Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Nicholas Augostini Slayton Lewis, Salt Lake City Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 215
- Firms
- 92
- Cities
- 39
- Hold the CFP
- 41%
- Other credentials: CFA 7% · CPA 1% · EA 0%
- How they charge (of 215 with fees on file): percentage of assets 91% · hourly 85% · fixed fees 64% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Utah are there?
The Wellspent public graph lists 215 fee-only advisors who charge by the hour in Utah, at 92 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Utah located?
Of the 215 fee-only advisors who charge by the hour in Utah, 63 are in Salt Lake City, followed by 20 in Lehi and 20 in Orem.
How do fee-only advisors who charge by the hour in Utah charge?
The most common fee among fee-only advisors who charge by the hour in Utah is a percentage of assets, used by 91% of the 215 with fees on file. Many use more than one: 85% charge by the hour and 64% charge fixed fees.
How many fee-only advisors who charge by the hour in Utah hold the CFP?
41% of the 215 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Utah?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 215 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 |
| 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 |
| 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 |
| Stephen Lay | Curtain Wealth Planning | Park City | CFP, RICP | Flat fee or retainer, Hourly |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Reginald Maxfield | Olympus Peaks Financial | Sandy | CFP | Percentage of assets, Hourly |
| Austin Scott | Andina Advisors | Draper | CFP | Percentage of assets, Hourly |
| Gregory Maxwell | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Lance Spencer | Prosper Private Wealth | Provo | CFP | Percentage of assets, Hourly |
| Larry Peterson | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Marco Figueroa | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| 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 |
| Ryan Bohm | Andina Advisors | Logan | CFP | Percentage of assets, Hourly |
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