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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
Christopher Nibley Nibley Financial Heber Not listed Percentage of assets, Fixed fees
Colby Berg Guardian Wealth Management Salt Lake City CFP Percentage of assets, Fixed fees
Dalin Jewett Tanara Wealth Management Lehi Not listed Percentage of assets, Hourly
Daniel De Mille Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
David Sinclair Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Dustin Gordon Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Eric Stats Brighton Wealth Management Cottonwood Heights CFA Percentage of assets, Hourly
Jacob Martin Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Jacob Pacini Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
James Ferrin Asset One Draper CFP Percentage of assets
James Franklin Asset One Draper CFP Percentage of assets
Jaycee Carroll Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Justin Vargas Cannon Capital Management Salt Lake City Not listed Percentage of assets
Karsten Walker Blue Barn Wealth Orem Not listed Percentage of assets
Mark Sumsion Blue Barn Wealth Orem Not listed Percentage of assets
Mustaque Choudhury Soulence Wealth Management Pleasant Grove Not listed Percentage of assets
Siria Terry Blue Barn Wealth Orem Not listed Percentage of assets
Theresa Sommerdyke Three Seasons Wealth Draper Not listed Percentage of assets, Fixed fees
Tory Parke Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Triton Lee Cannon Capital Management Salt Lake City Not listed Percentage of assets
Wendell Hill Three Seasons Wealth Kaysville Not listed Percentage of assets, Fixed fees
Bryan Burris Sandlot Private Wealth Orem CFP Percentage of assets, Performance-based fees
Daniel Clark Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
David Faulk Montage Financial Advisors Lehi CFP, CPA Percentage of assets, Hourly
Davis Bean Private Advisory Group Draper Not listed Percentage of assets, Performance-based fees
Jeffrey McClean Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
John Rosswog Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Jonathan Potter PracticeCFO Saratoga Springs Not listed Percentage of assets, Fixed fees
Katherine Ludeman Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Lauren Kearl Dentist Advisors Salt Lake City Not listed Ongoing planning fee
McKenna Rice Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Parker Anderson Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Robert Featherstone Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Robert Nelson Sunset Retire Provo Not listed Percentage of assets, Hourly
Robert Patrick Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Stephen Bauer Evergreen Financial Group LLC West Jordan CFP Percentage of assets, Hourly
Stephen Goalen Goalen Capital Advisors Bountiful CFP Percentage of assets, Hourly
Tanner Dance Andina Advisors Logan CFA Percentage of assets, Hourly
Veronica Fox Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Wesley Jensen Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
William Gochnour Dentist Advisors Salt Lake City Not listed Ongoing planning fee
William Mortimer Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Alexander Craner Craner Capital Bountiful Not listed Percentage of assets, Hourly
Ann Lobos Vitality Capital Management South Jordan Not listed Percentage of assets, Hourly
Carson Skaggs Altura Private Wealth Centerville Not listed Percentage of assets, Fixed fees
Dennis Jackson Allred Jackson North Logan Not listed Percentage of assets
Dennis Romney Opportunus Wealth Management Cottonwood Heights Not listed Percentage of assets, Hourly
Earl Berg Guardian Wealth Management Salt Lake City ChFC Percentage of assets, Fixed fees
Ethan Call Craner Capital Bountiful Not listed Percentage of assets, Hourly
Frank Sterneck Sterneck Capital Management Park City Not listed Percentage of assets, Fixed fees

Firms headquartered in Utah (107)

All 107 firms in Utah