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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
Matthew Mulcock Dentist Advisors Salt Lake City CFP Ongoing planning fee
McKenna Sheldon Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Nicholas Trotter Solidarity Wealth Lehi CFP Percentage of assets, Subscription
Reese Harper Dentist Advisors Salt Lake City CFP, ChFC Ongoing planning fee
Scott Peterson Peterson Wealth Advisors Orem ChFC Ongoing planning fee
Sean Griffeth Dentist Advisors Salt Lake City CFP Ongoing planning fee
Stephen Reeves Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
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
Celina Ochoa Haynie Wealth Management Salt Lake City CFP Percentage of assets
Clinton Cannon Cannon Capital Management Salt Lake City CFA Percentage of assets
Dennis Jackson Allred Jackson North Logan CFP Percentage of assets
Gregory Nelson Soulence Wealth Management Pleasant Grove ChFC Percentage of assets
Mitchell Doman Haynie Wealth Management Salt Lake City CFP Percentage of assets
Peter Hughes Telos Partners Cottonwood Heights CFA Percentage of assets, Hourly
Reginald Maxfield Olympus Peaks Financial Sandy CFP Percentage of assets, Hourly
Ryan Kelly RFK Capital Management Sandy CFP Flat fee or retainer, One-time planning fee
Alek Johnson Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Alison McFadden Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Austin Scott Andina Advisors Draper CFP Percentage of assets, Hourly
Gregory Maxwell Amicus Financial Advisors Lehi CFP Percentage of assets, Hourly
Jeffrey Sevy Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Kristen Hudspeth Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Kylee Adamson The Norden Group Provo CFP Percentage of assets, Fixed fees
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
Michael Hampton Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Nathan Rosell The Norden Group Provo CFP Percentage of assets, Fixed fees
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
Renn Olsen The Norden Group Provo CFP Percentage of assets, Fixed fees
Ryan Bohm Andina Advisors Logan CFP Percentage of assets, Hourly
Ryan Cooper Verticus Advisors Sandy PFS Percentage of assets, Hourly
Scott Muhlestein Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Seth Merrill The Norden Group Provo CFP Percentage of assets, Fixed fees
Seth Swindle Strive Investment Management American Fork CFP Percentage of assets, Hourly
Thomas Challis Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Trent Bowers Narus Financial Partners Salt Lake City CFP Percentage of assets, Hourly
William Miller PROFi - The Professional Financial Company Orem CFP Percentage of assets
Zachary Swenson Peterson Wealth Advisors Orem Not listed Ongoing planning fee
Andrew Backenstoss Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Ashton Green Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Braxton Leicht Beta Wealth Group Park City Not listed Percentage of assets
Carson Brown Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Chace Cannon Cannon Capital Management Salt Lake City Not listed Percentage of assets
Christopher Anderson Soulence Wealth Management Pleasant Grove Not listed Percentage of assets

Firms headquartered in Utah (107)

All 107 firms in Utah