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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
Benjamin Coles Alliance Wealth Advisors Centerville Not listed Percentage of assets
Bo Wilkinson Albion Financial Group Salt Lake City Not listed Percentage of assets, Hourly
Bodi Nageli Vantage Point Management North Ogden Not listed Percentage of assets, Hourly
Brent Keller Ascend Investment Partners Ogden Not listed Percentage of assets, Hourly
Bruce Chugg Chugg Wealth Strategies Provo Not listed Percentage of assets, Hourly
C Hopkins Truenorth Wealth Murray Not listed Percentage of assets, Hourly
Cade Pack Net Worth Advisory Group Sandy Not listed Percentage of assets, Hourly
Carrie Kerr Albion Financial Group Salt Lake City Not listed Percentage of assets, Hourly
Carter Larsen Truenorth Wealth Salt Lake City Not listed Percentage of assets, Hourly
Catherine Barron Albion Financial Group Salt Lake City Not listed Percentage of assets, Hourly
Chad Anderson Presidio Wealth Management Midvale Not listed Percentage of assets, Fixed fees
Christopher Kesler Ascend Investment Partners Ogden Not listed Percentage of assets, Hourly
Christopher Mautz Fiduciary Advisors Cottonwood Heights Not listed Percentage of assets, Hourly
Clark Drishinski Fenway Financial Payson Not listed Hourly, Fixed fees
Daniel Hannon Burrus Salt Lake City Not listed Percentage of assets
Dara Rosen Cohen Silver Lake Advisory Partners Salt Lake City Not listed Percentage of assets
Darcy Wride Ascend Investment Partners Ogden Not listed Percentage of assets, Hourly
David Archibald Squire Wealth Advisors Orem Not listed Percentage of assets, Hourly
David Shapiro Peak Investment Coaching Logan Not listed Percentage of assets, Fixed fees
Denim Simper Vantage Point Management North Ogden Not listed Percentage of assets, Hourly
Devon Duffy Truenorth Wealth Salt Lake City Not listed Percentage of assets, Hourly
Dwayne Asay Squire Wealth Advisors Orem Not listed Percentage of assets, Hourly
Dylan Payne Exponent Wealth Lindon Not listed Percentage of assets, Fixed fees
E. Grange Beacon Financial Planning Logan Not listed Percentage of assets, Hourly
Elijah Christensen Presidio Wealth Management Midvale Not listed Percentage of assets, Fixed fees
Eric Jacobsen Jacobsen Capital Management Salt Lake City Not listed Percentage of assets, Hourly
Ewan Morkel Fiduciary Organization Mapleton Not listed Percentage of assets, Hourly
Franklin Jacobsen Jacobsen Capital Management Salt Lake City Not listed Percentage of assets, Hourly
Gregory Misener Able & Strong Advisors Bountiful Not listed Percentage of assets
Hunter Horrocks Net Worth Advisory Group Sandy Not listed Percentage of assets, Hourly
Hunter Swapp Net Worth Advisory Group Sandy Not listed Percentage of assets, Hourly
Hylan Harper Loyal Wealth Management American Fork Not listed Percentage of assets, Hourly
Jackson Springmeyer Alliance Wealth Advisors Centerville Not listed Percentage of assets
Jacob Watkins Truenorth Wealth Salt Lake City Not listed Percentage of assets, Hourly
Jake Rehkop SBC Investment Management Saint George Not listed Percentage of assets, Fixed fees
James Knight Family Wealth Advisors Farmington Not listed Percentage of assets, Fixed fees
James Knight Family Wealth Advisors Farmington Not listed Percentage of assets, Fixed fees
James Van Leeuwen Alliance Wealth Advisors Centerville Not listed Percentage of assets
Jared Empey Truenorth Wealth Murray Not listed Percentage of assets, Hourly
Jaron Munk Alliance Wealth Advisors Centerville Not listed Percentage of assets
Jason Ware Albion Financial Group Salt Lake City Not listed Percentage of assets, Hourly
Jeff Bland Burrus Salt Lake City Not listed Percentage of assets
Jeffrey Salisbury Beacon Financial Planning Logan Not listed Percentage of assets, Hourly
Jessica Ellis Alliance Wealth Advisors Centerville Not listed Percentage of assets
John Diehl The Prudent Planner Salt Lake City Not listed Percentage of assets, Hourly
John Sperry Dynamic Wealth Advisors South Jordan Not listed Percentage of assets, Hourly
John-Thomas Lloyd Parkshore Wealth Management South Jordan Not listed Percentage of assets, Hourly
Jon Debry JD Investment Management Salt Lake City Not listed Percentage of assets, Hourly
Jon Shaffer Beacon Financial Planning Logan Not listed Percentage of assets, Hourly
Jose Biton Albion Financial Group Salt Lake City Not listed Percentage of assets, Hourly

Firms headquartered in Utah (107)

All 107 firms in Utah