Fee-only financial advisors in Lehi, Utah
Which fee-only financial advisor should I talk to in Lehi?
Start with a fee-only advisor in Lehi whose record matches what you need, then check their fees and SEC record before you call. Records to start with include James Sweeney of SwitchPoint Financial Planning LLC, David Faulk of Montage Financial Advisors and Grant Olson of Ronald Olson, Inc., chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- James Sweeney SwitchPoint Financial Planning LLC Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- David Faulk Montage Financial Advisors Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Grant Olson Ronald Olson, Inc. Holds the CFP. Fees on file: percentage of assets.
- Daniel Allgaier Artstone Private Wealth Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Brock Alvord Tanara Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Douglas Bean Private Advisory Group Holds the CFP. Fees on file: percentage of assets, performance-based fees.
By the numbers
- Advisors listed
- 50
- Firms
- 16
- Hold the CFP
- 42%
- Other credentials: CFA 2% · CPA 2%
- How they charge (of 50 with fees on file): percentage of assets 92% · fixed fees 68% · hourly 36% · performance-based fees 18%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Lehi by what you need
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Questions about fee-only advisors in Lehi
How many fee-only advisors in Lehi are there?
The Wellspent public graph lists 50 fee-only advisors in Lehi, at 16 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Lehi focus on?
The most common focus among fee-only advisors in Lehi is tax planning (32), followed by estate planning (27) and family wealth transfer (26). Advisors can list more than one.
How do fee-only advisors in Lehi charge?
The most common fee among fee-only advisors in Lehi is a percentage of assets, used by 92% of the 50 with fees on file. Many use more than one: 68% charge fixed fees and 36% charge by the hour.
How many fee-only advisors in Lehi hold the CFP?
42% of the 50 fee-only advisors in Lehi hold the CFP certification, based on the credentials listed on each record.
Does Utah tax income on top of federal tax?
Yes. Utah has a state income tax, so a financial plan for a Utah resident should project it alongside federal tax.
How current is this list of fee-only advisors in Lehi?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 50 advisors in Lehi
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Grant Olson | Ronald Olson, Inc. | Lehi | CFP, MBA | Percentage of assets |
| James Sweeney | SwitchPoint Financial Planning LLC | Lehi | CFA, CFP, MBA, MS | Flat fee or retainer, Ongoing planning fee |
| Daniel Allgaier | Artstone Private Wealth | Lehi | CFP | Percentage of assets, Ongoing planning fee |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Tyler Thompson | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Douglas Bean | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Joshua Glenn | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Matthew Chambers | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| McKenna Sheldon | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Stephen Reeves | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Gregory Maxwell | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Larry Peterson | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Marco Figueroa | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Nicholas Bodily | Amicus Financial Advisors | Lehi | CFP | Percentage of assets, Hourly |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| David Faulk | Montage Financial Advisors | Lehi | CFP, CPA | Percentage of assets, Hourly |
| Jeffrey McClean | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| John Rosswog | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Katherine Ludeman | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| McKenna Rice | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Parker Anderson | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Robert Featherstone | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Robert Patrick | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Veronica Fox | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Wesley Jensen | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Arthur Smithee | Insight Investment Advisers | Lehi | Not listed | Percentage of assets, Hourly |
| Daniel Maxwell | Amicus Financial Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| John Pennington | Andina Advisors | Lehi | Not listed | Percentage of assets, Hourly |
| Aaron Pugh | Driven Investments | Lehi | 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 |
| 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 |
| Sadie Sanches | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| Thomas Tuohy | Driven Investments | Lehi | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Dillon Rawson | Peak Financial Planning | Lehi | CFP | Percentage of assets, Fixed fees |
| Kyle Wilhelm | Switchpoint Financial Planning | Lehi | Not listed | Percentage of assets, Hourly |
| Ronald Olson | R.O.I. | Lehi | Not listed | Percentage of assets |
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