W Wellspent Public advisor graph
Get matched
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
Gregory Simmons Net Worth Advisory Group Sandy CFP Percentage of assets, Hourly
Gregory Tingey Tingey Financial Group Salt Lake City CFP Percentage of assets, Hourly
Heath Heavy Albion Financial Group Salt Lake City CFP Percentage of assets, Hourly
Jackson Watson Albion Financial Group Salt Lake City CFP, CFA Percentage of assets, Hourly
Jessica Brian Hanks Capital Management Draper CFP Percentage of assets, Fixed fees
John Bird Albion Financial Group Salt Lake City CFP, CFA Percentage of assets, Hourly
John Freed A & C Investment Salt Lake City CFP Percentage of assets, Hourly
John Terrion Terrion Advisors Sandy CFP Percentage of assets, Hourly
Joseph Adair Exponent Wealth Orem CFP Percentage of assets, Fixed fees
Joseph Olson R.O.I. Lindon CFP Percentage of assets
Kadin Bullock Squire Wealth Advisors Orem CFP Percentage of assets, Hourly
Kaylan Andersen Nuwealth Advisors St. George CFP, ChFC Hourly
Kimber Heaton Heaton Financial Cedar City CFP Percentage of assets, Hourly
Kirk Stovesand Platform Wealth Advisors Holladay CFP, PFS Percentage of assets, Fixed fees
Leah Nelson The Table Financial Planning Saratoga Springs CFP Percentage of assets, Hourly
Marlin Stovesand Platform Wealth Advisors Holladay CFP Percentage of assets, Fixed fees
Mason Hulce North Pier Fiduciary Management Syracuse CFP Percentage of assets, Fixed fees
Matt Johns Black Bridge Advisors Woods Cross CFP Percentage of assets, Hourly
Michael Berry Net Worth Advisory Group Sandy CFP Percentage of assets, Hourly
Michael Brown Jacobsen Capital Management Salt Lake City CFP Percentage of assets, Hourly
Michael Espinosa Truenorth Wealth Salt Lake City CFP Percentage of assets, Hourly
Michelle Buxton Albion Financial Group Salt Lake City CFP Percentage of assets, Hourly
Nicholas Augostini Slayton Lewis Salt Lake City CFP, CFA Percentage of assets, Hourly
Patrick Lundergan Albion Financial Group Salt Lake City CFP Percentage of assets, Hourly
Paul Norman Ascend Investment Partners Logan CFP Percentage of assets, Hourly
Raymond Levitre Net Worth Advisory Group Sandy CFP Percentage of assets, Hourly
Richard Smith Net Worth Advisory Group Sandy CFP Percentage of assets, Hourly
Ryan Porter Net Worth Advisory Group Sandy CFP Percentage of assets, Hourly
Sarah Bird Albion Financial Group Salt Lake City CFP Percentage of assets, Hourly
Tanner Manning Searcy Financial Services Spanish Fork CFP Percentage of assets, Hourly
Thomas Fritz Wilson Financial Advisors Salt Lake City CFP Hourly, Fixed fees
William Campbell Slayton Lewis Salt Lake City CFP Percentage of assets, Hourly
Wyatt Livingston Livet Wealth Spanish Fork CFP Percentage of assets, Hourly
Alan Tingey Tingey Financial Group Salt Lake City CFA Percentage of assets, Hourly
Alec Ferguson Exponent Wealth Orem CFA Percentage of assets, Fixed fees
Anita Peca Platform Wealth Advisors Holladay PFS Percentage of assets, Fixed fees
David Bigler Squire Wealth Advisors Orem PFS Percentage of assets, Hourly
Julie Anderson Squire Wealth Advisors Orem PFS Percentage of assets, Hourly
Kent Misener Able & Strong Advisors Bountiful CFA Percentage of assets
Nathan Larsen Squire Wealth Advisors Orem PFS Percentage of assets, Hourly
Phillip Peine Squire Wealth Advisors Orem PFS Percentage of assets, Hourly
Scott Marsh Scott Marsh Financial Salt Lake City ChFC Percentage of assets, Fixed fees
Stephen Spencer Tingey Financial Group Salt Lake City CFA Percentage of assets, Hourly
Wayne Barben Squire Wealth Advisors Orem PFS Percentage of assets, Hourly
Adam Carlini Dynamic Wealth Advisors Heber City Not listed Percentage of assets, Hourly
Adam Haynes Peak Financial Planning American Fork Not listed Percentage of assets, Fixed fees
Alexander Lewis Alliance Wealth Advisors Centerville Not listed Percentage of assets
Andrew Fonda Net Worth Advisory Group Sandy Not listed Percentage of assets, Hourly
Andrew Mitchell Affinity Financial Millcreek Not listed Percentage of assets, Hourly
Avereigh Clarke Exponent Wealth Orem Not listed Percentage of assets, Fixed fees

Firms headquartered in Utah (107)

All 107 firms in Utah