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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
Robert Jacobs White Pine Financial Draper Not listed Percentage of assets
Ryan Carrington Sandlot Private Wealth Orem CFA Percentage of assets, Performance-based fees
Tyson Wakley The Norden Group St George Not listed Percentage of assets, Fixed fees
Aaron Pugh Driven Investments Lehi Not listed Percentage of assets, Fixed fees
Alex Shigeta ĀTHŌS Private Wealth Holladay Not listed Percentage of assets, Performance-based fees
Brian Barton Guardian Wealth Management Salt Lake City Not listed Percentage of assets, Fixed fees
Brigham Ballard Driven Investments Lehi Not listed Percentage of assets, Fixed fees
Brock Payne Driven Investments Lehi Not listed Percentage of assets, Fixed fees
Christian Williams Driven Investments Lehi Not listed Percentage of assets, Fixed fees
David Young Paragon Wealth Management Provo Not listed Percentage of assets
Haylie Lahtinen ĀTHŌS Private Wealth Holladay Not listed Percentage of assets, Performance-based fees
Ivanna Velazco Driven Investments Lehi Not listed Percentage of assets, Fixed fees
Jack Holmes Driven Investments Lehi Not listed Percentage of assets, Fixed fees
Joshua Weir Driven Investments Lehi Not listed Percentage of assets, Fixed fees
Kaneil Menlove Paragon Wealth Management Provo Not listed Percentage of assets
Lance Tempest Landmark Wealth Advisors Farmington Not listed Percentage of assets, Hourly
Robert Shattuck ĀTHŌS Private Wealth Holladay Not listed Percentage of assets, Performance-based fees
Sadie Sanches Driven Investments Lehi Not listed Percentage of assets, Fixed fees
Thomas Tuohy Driven Investments Lehi Not listed Percentage of assets, Fixed fees
Zachary Schelin ĀTHŌS Private Wealth Holladay Not listed Percentage of assets, Performance-based fees
Brett Leahy Echelons Capital Park City Not listed Percentage of assets, Fixed fees
Catherine Miller JGP Wealth Management Layton Not listed Percentage of assets, Hourly
Chelsea Tilly JGP Wealth Management West Valley City Not listed Percentage of assets, Hourly
Dallas Messenger Sandlot Private Wealth Orem Not listed Percentage of assets, Performance-based fees
Emerson Edwards Cynosure Portfolio Advisors Salt Lake City Not listed Percentage of assets, Hourly
John Carrington Sandlot Private Wealth Orem Not listed Percentage of assets, Performance-based fees
John Rudio Echelons Capital Park City Not listed Percentage of assets, Fixed fees
Joshua Baird Cynosure Portfolio Advisors Salt Lake City Not listed Percentage of assets, Hourly
Luke Dance Dance Investment Partners St. George Not listed One-time planning fee
Rachel Pierini Provident Living Financial Services Lehi Not listed Hourly, Ongoing planning fee
Richard Barber Provident Living Financial Services Lehi Not listed Hourly, Ongoing planning fee
Ruth Barber Provident Living Financial Services Lehi Not listed Hourly, Ongoing planning fee
Thomas Henderson Abacus Investment Advisors Salt Lake City Not listed Percentage of assets, Hourly
William Johnson Cynosure Portfolio Advisors Salt Lake City Not listed Percentage of assets, Hourly
William Woodson Cynosure Portfolio Advisors Salt Lake City Not listed Percentage of assets, Hourly
Amoree Farnsworth Net Worth Advisory Group Sandy CFP Percentage of assets, Hourly
Andrew Hills SAN Francisco Wealth Planning Draper CFP Percentage of assets, Hourly
Ben Brackett Exponent Wealth Orem CFP Percentage of assets, Fixed fees
Benjamin Olson R.O.I. Lindon CFP Percentage of assets
Bradley Curtis Albion Financial Group Salt Lake City CFP Percentage of assets, Hourly
Brandon Henrie Copperlion Investments St. George CFP Percentage of assets, Hourly
Brett Weston Medicus Wealth Planning Draper CFP Percentage of assets, Fixed fees
Brian Hanks Hanks Capital Management Draper CFP Percentage of assets, Fixed fees
Camille Fox Squire Wealth Advisors Orem CFP Percentage of assets, Hourly
Chad Kelley Alliance Wealth Advisors Centerville CFP Percentage of assets
Dan Loose Medicus Wealth Planning Draper CFP Percentage of assets, Fixed fees
David Swapp Net Worth Advisory Group Sandy CFP Percentage of assets, Hourly
Dillon Rawson Peak Financial Planning Lehi CFP Percentage of assets, Fixed fees
Elizabeth Bernhard Albion Financial Group Salt Lake City CFP Percentage of assets, Hourly
Gregory Hyde Squire Wealth Advisors Orem CFP, PFS Percentage of assets, Hourly

Firms headquartered in Utah (107)

All 107 firms in Utah