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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
John Park Craner Capital Bountiful Not listed Percentage of assets, Hourly
Jordan Bailey Craner Capital Bountiful Not listed Percentage of assets, Hourly
Joseph Fisher Altura Private Wealth Centerville Not listed Percentage of assets, Fixed fees
Justin Martin Altura Private Wealth Centerville Not listed Percentage of assets, Fixed fees
Kent Christensen Haynie Wealth Management Salt Lake City Not listed Percentage of assets
Lincoln West Altura Private Wealth Centerville Not listed Percentage of assets, Fixed fees
Mathew Park Craner Capital Bountiful Not listed Percentage of assets, Hourly
Matthew Romney Vitality Capital Management South Jordan Not listed Percentage of assets, Hourly
Nathan White Paragon Wealth Management Provo CFA Percentage of assets
Raygn Robertson Altura Private Wealth Centerville Not listed Percentage of assets, Fixed fees
Ryan Craner Craner Capital Bountiful Not listed Percentage of assets, Hourly
Skyler Keate Cadinha & Co Park City Not listed Percentage of assets, Hourly
Thomas Craner Craner Capital Bountiful Not listed Percentage of assets, Hourly
William Draper Craner Capital Bountiful Not listed Percentage of assets, Hourly
Ahlin Hafen The Norden Group Salt Lake City Not listed Percentage of assets, Fixed fees
Alec Abbott The Norden Group Provo Not listed Percentage of assets, Fixed fees
Anthony Allen Andina Advisors Providence Not listed Percentage of assets, Hourly
Arthur Smithee Insight Investment Advisers Lehi Not listed Percentage of assets, Hourly
Benjamin Driggs Navigate Financial Salt Lake City Not listed Percentage of assets, Ongoing planning fee
Brad Sorensen The Norden Group Provo Not listed Percentage of assets, Fixed fees
Bradley Ferney The Norden Group Provo Not listed Percentage of assets, Fixed fees
Brent Cochran The Norden Group Provo Not listed Percentage of assets, Fixed fees
Cam McClellan Palisade Wealth Draper Not listed Percentage of assets
Chase Redd Narus Financial Partners Salt Lake City Not listed Percentage of assets, Hourly
Cody Hutchinson The Norden Group St. George Not listed Percentage of assets, Fixed fees
Colter Yde The Norden Group Provo Not listed Percentage of assets, Fixed fees
Curtis Lamb Narus Financial Partners Salt Lake City Not listed Percentage of assets, Hourly
Dan Jessop Andina Advisors Logan Not listed Percentage of assets, Hourly
Daniel Maxwell Amicus Financial Advisors Lehi Not listed Percentage of assets, Hourly
Dennis Bassett Navigate Financial Salt Lake City Not listed Percentage of assets, Ongoing planning fee
Eric Barlow Andina Advisors Logan Not listed Percentage of assets, Hourly
Ethan Gividen PROFi - The Professional Financial Company Orem Not listed Percentage of assets
Frank Grinnell Grinnell Capital Park City Not listed Percentage of assets
Garen Winn The Norden Group Provo Not listed Percentage of assets, Fixed fees
Ginger Harris Andina Advisors Logan Not listed Percentage of assets, Hourly
Hayden Johnson The Norden Group Provo Not listed Percentage of assets, Fixed fees
Jared Stubbs Narus Financial Partners Salt Lake City Not listed Percentage of assets, Hourly
Jason Perkins The Norden Group Heber City Not listed Percentage of assets, Fixed fees
Jeffrey Jacobs Palisade Wealth Draper Not listed Percentage of assets
John Pennington Andina Advisors Lehi Not listed Percentage of assets, Hourly
Landon Malo Narus Financial Partners Salt Lake City Not listed Percentage of assets, Hourly
Luke Wonnacott PROFi - The Professional Financial Company Orem Not listed Percentage of assets
Matthew Mendenhall The Norden Group Provo Not listed Percentage of assets, Fixed fees
Matthew Phillips Navigate Financial Salt Lake City Not listed Percentage of assets, Ongoing planning fee
Michael Loveless ABG Consultants Cottonwood Heights Not listed Percentage of assets, Hourly
Nolan Karras The Karras Company Roy Not listed Percentage of assets, Hourly
Quinn Longhurst Andina Advisors Logan Not listed Percentage of assets, Hourly
Rachelle Dillingham The Norden Group Centerville Not listed Percentage of assets, Fixed fees
Rachelle Morris The Norden Group Provo Not listed Percentage of assets, Fixed fees
Raymond Johns The Norden Group Provo Not listed Percentage of assets, Fixed fees

Firms headquartered in Utah (107)

All 107 firms in Utah