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Wellspent public graph/Locations/United States/Utah
United States

Fee-only advisors in Utah

Fee-only advisors in Salt Lake City, Lehi and Orem, plus 43 other cities.

What fee-only financial advisors charge in Utah

By the numbers

The Wellspent public graph lists 398 fee-only financial advisors serving Utah at 144 firms, most in Salt Lake City, Lehi and Orem. 34% hold the CFP certification. Of the 398 with fees on file, 90% charge percentage of assets.

Advisors listed
398
Firms
144
Cities
49
Hold the CFP
34%
  • Other credentials: CFA 5% · CPA 1% · EA 0%
  • How they charge (of 398 with fees on file): percentage of assets 90% · fixed fees 59% · hourly 46% · performance-based fees 11%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Utah (398)

Fee-only advisors serving Utah: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jennifer Swindler Money Illustrated Advisory Services Bluffdale AFC, CDFA, CFP Flat fee or retainer, Ongoing planning fee
Troy Knighton Veritas Wealth Management LLC Salt Lake City CFP, CPA/PFS, MBA Percentage of assets, 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
Grant Olson Ronald Olson, Inc. Lehi CFP, MBA 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
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
Aaron Best Best Wealth Advisory, LLC Saint George CFP Percentage of assets
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
Alexander Call Peterson Wealth Advisors Orem CFP Ongoing planning fee
Carson Johnson Peterson Wealth Advisors Orem CFP Ongoing planning fee
Daniel Ruske Peterson Wealth Advisors Orem CFP 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
Jeffrey Lindsay Peterson Wealth Advisors Orem CFP Ongoing planning fee
Kaden Waters Peterson Wealth Advisors Orem CFP Ongoing planning fee
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
Jonathan Dursteler Soulence Wealth Management North Logan CFP 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
Douglas Bean Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Jake Elm Dentist Advisors Salt Lake City CFP Ongoing planning fee
Joshua Glenn Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Matthew Chambers Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees

Firms headquartered in Utah (107)

All 107 firms in Utah