# Fee-only financial advisors in Orem, Utah > Start with a fee-only advisor in Orem whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jeffrey Brimhall of Blue Barn Wealth, Kaden Waters of Peterson Wealth Advisors and William Miller of PROFi - The Professional Financial Company, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/utah/orem/ 47 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Orem? Start with a fee-only advisor in Orem whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jeffrey Brimhall of Blue Barn Wealth, Kaden Waters of Peterson Wealth Advisors and William Miller of PROFi - The Professional Financial Company, chosen for their credentials and fees on file. ## How many fee-only advisors in Orem are there? The Wellspent public graph lists 47 fee-only advisors in Orem, at 7 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Orem focus on? The most common focus among fee-only advisors in Orem is retirement planning (22), followed by estate planning (22) and tax planning (22). Advisors can list more than one. ## How do fee-only advisors in Orem charge? The most common fee among fee-only advisors in Orem is a percentage of assets, used by 70% of the 47 with fees on file. Many use more than one: 38% charge fixed fees and 30% charge an ongoing planning fee. ## How many fee-only advisors in Orem hold the CFP? 38% of the 47 fee-only advisors in Orem 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 Orem? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [David MaWhinney](https://find.wellspent.co/advisors/david-mawhinney.md) | Stream Financial Advice, LLC | Orem, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Alexander Call](https://find.wellspent.co/advisors/alexander-call.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee | | [Carson Johnson](https://find.wellspent.co/advisors/carson-johnson.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee | | [Daniel Ruske](https://find.wellspent.co/advisors/daniel-ruske.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee | | [Jeffrey Lindsay](https://find.wellspent.co/advisors/jeffrey-lindsay.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee | | [Kaden Waters](https://find.wellspent.co/advisors/kaden-waters.md) | Peterson Wealth Advisors | Orem, Utah | CFP | Ongoing planning fee | | [Jeffrey Brimhall](https://find.wellspent.co/advisors/jeffrey-brimhall.md) | Blue Barn Wealth | Orem, Utah | CFP, CFA | Percentage of assets | | [Justin Ericksen](https://find.wellspent.co/advisors/justin-ericksen.md) | Blue Barn Wealth | Orem, Utah | CFP | Percentage of assets | | [Leland McCullough](https://find.wellspent.co/advisors/leland-mccullough.md) | Blue Barn Wealth | Orem, Utah | CFP | Percentage of assets | | [Nathan Mirizzi](https://find.wellspent.co/advisors/nathan-mirizzi.md) | Blue Barn Wealth | Orem, Utah | CFP | Percentage of assets | | [Scott Garbutt](https://find.wellspent.co/advisors/scott-garbutt.md) | Blue Barn Wealth | Orem, Utah | CFP | Percentage of assets | | [Scott Peterson](https://find.wellspent.co/advisors/scott-peterson.md) | Peterson Wealth Advisors | Orem, Utah | ChFC | Ongoing planning fee | | [Alek Johnson](https://find.wellspent.co/advisors/alek-johnson.md) | Peterson Wealth Advisors | Orem, Utah | | Ongoing planning fee | | [Alison McFadden](https://find.wellspent.co/advisors/alison-mcfadden.md) | Peterson Wealth Advisors | Orem, Utah | | Ongoing planning fee | | [Jeffrey Sevy](https://find.wellspent.co/advisors/jeffrey-sevy.md) | Peterson Wealth Advisors | Orem, Utah | | Ongoing planning fee | | [Kristen Hudspeth](https://find.wellspent.co/advisors/kristen-hudspeth.md) | Peterson Wealth Advisors | Orem, Utah | | Ongoing planning fee | | [Michael Hampton](https://find.wellspent.co/advisors/michael-hampton.md) | Peterson Wealth Advisors | Orem, Utah | | Ongoing planning fee | | [Scott Muhlestein](https://find.wellspent.co/advisors/scott-muhlestein.md) | Peterson Wealth Advisors | Orem, Utah | | Ongoing planning fee | | [Thomas Challis](https://find.wellspent.co/advisors/thomas-challis.md) | Peterson Wealth Advisors | Orem, Utah | | Ongoing planning fee | | [William Miller](https://find.wellspent.co/advisors/william-miller-5844796.md) | PROFi - The Professional Financial Company | Orem, Utah | CFP | Percentage of assets | | [Zachary Swenson](https://find.wellspent.co/advisors/zachary-swenson.md) | Peterson Wealth Advisors | Orem, Utah | | Ongoing planning fee | | [Karsten Walker](https://find.wellspent.co/advisors/karsten-walker.md) | Blue Barn Wealth | Orem, Utah | | Percentage of assets | | [Mark Sumsion](https://find.wellspent.co/advisors/mark-sumsion.md) | Blue Barn Wealth | Orem, Utah | | Percentage of assets | | [Siria Terry](https://find.wellspent.co/advisors/siria-terry.md) | Blue Barn Wealth | Orem, Utah | | Percentage of assets | | [Bryan Burris](https://find.wellspent.co/advisors/bryan-burris.md) | Sandlot Private Wealth | Orem, Utah | CFP | Percentage of assets, Performance-based fees | | [Ethan Gividen](https://find.wellspent.co/advisors/ethan-gividen.md) | PROFi - The Professional Financial Company | Orem, Utah | | Percentage of assets | | [Luke Wonnacott](https://find.wellspent.co/advisors/luke-wonnacott.md) | PROFi - The Professional Financial Company | Orem, Utah | | Percentage of assets | | [Ryan Carrington](https://find.wellspent.co/advisors/ryan-carrington.md) | Sandlot Private Wealth | Orem, Utah | CFA | Percentage of assets, Performance-based fees | | [Dallas Messenger](https://find.wellspent.co/advisors/dallas-messenger.md) | Sandlot Private Wealth | Orem, Utah | | Percentage of assets, Performance-based fees | | [John Carrington](https://find.wellspent.co/advisors/john-carrington.md) | Sandlot Private Wealth | Orem, Utah | | Percentage of assets, Performance-based fees | | [Ben Brackett](https://find.wellspent.co/advisors/ben-brackett.md) | Exponent Wealth | Orem, Utah | CFP | Percentage of assets, Fixed fees | | [Camille Fox](https://find.wellspent.co/advisors/camille-fox.md) | Squire Wealth Advisors | Orem, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Hyde](https://find.wellspent.co/advisors/gregory-hyde.md) | Squire Wealth Advisors | Orem, Utah | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Joseph Adair](https://find.wellspent.co/advisors/joseph-adair.md) | Exponent Wealth | Orem, Utah | CFP | Percentage of assets, Fixed fees | | [Kadin Bullock](https://find.wellspent.co/advisors/kadin-bullock.md) | Squire Wealth Advisors | Orem, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Alec Ferguson](https://find.wellspent.co/advisors/alec-ferguson.md) | Exponent Wealth | Orem, Utah | CFA | Percentage of assets, Fixed fees | | [David Bigler](https://find.wellspent.co/advisors/david-bigler.md) | Squire Wealth Advisors | Orem, Utah | PFS | Percentage of assets, Hourly, Fixed fees | | [Julie Anderson](https://find.wellspent.co/advisors/julie-anderson.md) | Squire Wealth Advisors | Orem, Utah | PFS | Percentage of assets, Hourly, Fixed fees | | [Nathan Larsen](https://find.wellspent.co/advisors/nathan-larsen.md) | Squire Wealth Advisors | Orem, Utah | PFS | Percentage of assets, Hourly, Fixed fees | | [Phillip Peine](https://find.wellspent.co/advisors/phillip-peine.md) | Squire Wealth Advisors | Orem, Utah | PFS | Percentage of assets, Hourly, Fixed fees | | [Wayne Barben](https://find.wellspent.co/advisors/wayne-barben.md) | Squire Wealth Advisors | Orem, Utah | PFS | Percentage of assets, Hourly, Fixed fees | | [Avereigh Clarke](https://find.wellspent.co/advisors/avereigh-clarke.md) | Exponent Wealth | Orem, Utah | | Percentage of assets, Fixed fees | | [David Archibald](https://find.wellspent.co/advisors/david-archibald.md) | Squire Wealth Advisors | Orem, Utah | | Percentage of assets, Hourly, Fixed fees | | [Dwayne Asay](https://find.wellspent.co/advisors/dwayne-asay.md) | Squire Wealth Advisors | Orem, Utah | | Percentage of assets, Hourly, Fixed fees | | [Laura Caler](https://find.wellspent.co/advisors/laura-caler.md) | Exponent Wealth | Orem, Utah | | Percentage of assets, Fixed fees | | [Matthew Hopkins](https://find.wellspent.co/advisors/matthew-hopkins.md) | Squire Wealth Advisors | Orem, Utah | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Olsen](https://find.wellspent.co/advisors/nicholas-olsen.md) | Exponent Wealth | Orem, Utah | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).