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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
Joshua Cook Cook Financial Vernal Not listed Percentage of assets, Hourly
Karina Corbett Emotionally Invested Highland Not listed Hourly
Kobe Furness Alliance Wealth Advisors Centerville Not listed Percentage of assets
Kristina Donahoo Net Worth Advisory Group Sandy Not listed Percentage of assets, Hourly
Kyle Wilhelm Switchpoint Financial Planning Lehi Not listed Percentage of assets, Hourly
Larry Oshita Lota Advisors LLC. Salt Lake City Not listed Percentage of assets, Hourly
Laura Caler Exponent Wealth Orem Not listed Percentage of assets, Fixed fees
Leland Gropper Platform Wealth Advisors Holladay Not listed Percentage of assets, Fixed fees
Mark Durham Medicus Wealth Planning Draper Not listed Percentage of assets, Fixed fees
Mark Lund Stonecreek Wealth Advisors South Jordan Not listed Percentage of assets, Subscription
Mark Quayle Quayle Asset Management Salt Lake City Not listed Percentage of assets
Mark Weaver Beacon Financial Planning Logan Not listed Percentage of assets, Hourly
Mason Page Alliance Wealth Advisors Centerville Not listed Percentage of assets
Matthew Hopkins Squire Wealth Advisors Orem Not listed Percentage of assets, Hourly
Matthew Neve Maximus Wealth Advisors North Salt Lake Not listed Percentage of assets, Hourly
Matthew Pappas Cottonwood Wealth Strategies Salt Lake City Not listed Percentage of assets, Hourly
Matthew Royer Platform Wealth Advisors Holladay Not listed Percentage of assets, Fixed fees
McKenna Jacobsen Net Worth Advisory Group Sandy Not listed Percentage of assets, Hourly
Merrit Arnell Net Worth Advisory Group Sandy Not listed Percentage of assets, Hourly
Michael Minnoch Vantage Point Management North Ogden Not listed Percentage of assets, Hourly
Michael Mysker Safe Bay Retirement Advisors Bountiful Not listed Percentage of assets, Fixed fees
Mitchell Mortensen Heaton Financial St. George Not listed Percentage of assets, Hourly
Nathan Salisbury Beacon Financial Planning Logan Not listed Percentage of assets, Hourly
Nicholas Olsen Exponent Wealth Orem Not listed Percentage of assets, Fixed fees
Paul Coles Alliance Wealth Advisors Centerville Not listed Percentage of assets
Peter Martin Platform Wealth Advisors Holladay Not listed Percentage of assets, Fixed fees
Quincey Hansen Livet Wealth Spanish Fork Not listed Percentage of assets, Hourly
Richard Anderton Oxford Wealth Management Lindon Not listed Percentage of assets, Fixed fees
Ronald Olson R.O.I. Lehi Not listed Percentage of assets
Ryan Millar Practice Financial Group Washington Not listed Percentage of assets, Fixed fees
Samuel Watkins Truenorth Wealth Murray Not listed Percentage of assets, Hourly
Sarah Cox Able & Strong Advisors Bountiful Not listed Percentage of assets
Scott Hoxer Alliance Wealth Advisors Centerville Not listed Percentage of assets
Scott Ross Private Client Advisor Group Alpine Not listed Percentage of assets, Hourly
Shane Christiansen Presidio Wealth Management Midvale Not listed Percentage of assets, Fixed fees
Shane Robbins Peak Investment Coaching Logan Not listed Percentage of assets, Fixed fees
Spencer Kenley 114TH Financial LC South Jordan Not listed Percentage of assets, Hourly
Stephane Bouvel Bouvel Investment Partners Park City Not listed Percentage of assets, Hourly
Taylor Dillon Alliance Wealth Advisors Centerville Not listed Percentage of assets
Taylor Vowles Oxford Wealth Management Lindon Not listed Percentage of assets, Fixed fees
Thomas Pappas Cottonwood Wealth Strategies Salt Lake City Not listed Percentage of assets, Hourly
Thomas Reed Truenorth Wealth Salt Lake City Not listed Percentage of assets, Hourly
Todd Pierce Black Diamond Financial Park City Not listed Percentage of assets, Hourly
Wade Watkins Squire Wealth Advisors Salt Lake City Not listed Percentage of assets, Hourly
Walter Joseph Albion Financial Group Salt Lake City Not listed Percentage of assets, Hourly
William Levitt Albion Financial Group Salt Lake City Not listed Percentage of assets, Hourly
Zachary Riley Albion Financial Group Salt Lake City Not listed Percentage of assets, Hourly
Zachary Whitlock Truenorth Wealth Salt Lake City Not listed Percentage of assets, Hourly

Firms headquartered in Utah (107)

All 107 firms in Utah