Fee-only financial advisors in Orem, Utah
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jeffrey Brimhall Blue Barn Wealth Holds the CFP and CFA. Fees on file: percentage of assets.
- Kaden Waters Peterson Wealth Advisors Holds the CFP. Fees on file: ongoing planning fee.
- William Miller PROFi - The Professional Financial Company Holds the CFP. Fees on file: percentage of assets.
- Bryan Burris Sandlot Private Wealth Holds the CFP. Fees on file: percentage of assets, performance-based fees.
- Ben Brackett Exponent Wealth Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Camille Fox Squire Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 47
- Firms
- 7
- Hold the CFP
- 38%
- Other credentials: CFA 6% · ChFC 2%
- How they charge (of 47 with fees on file): percentage of assets 70% · fixed fees 38% · ongoing planning fee 30% · hourly 26%
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 Orem by what you need
Find an advisor in Utah by fee, assets, or credential
Questions about fee-only advisors in Orem
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.
All 47 advisors in Orem
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David MaWhinney | Stream Financial Advice, LLC | Orem | CFP | Percentage of assets, Hourly |
| Alexander Call | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Carson Johnson | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Daniel Ruske | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Jeffrey Lindsay | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Kaden Waters | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Jeffrey Brimhall | Blue Barn Wealth | Orem | CFP, CFA | Percentage of assets |
| Justin Ericksen | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Leland McCullough | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nathan Mirizzi | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Scott Garbutt | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Scott Peterson | Peterson Wealth Advisors | Orem | ChFC | Ongoing planning fee |
| Alek Johnson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Alison McFadden | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Jeffrey Sevy | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Kristen Hudspeth | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Michael Hampton | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Scott Muhlestein | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Thomas Challis | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| William Miller | PROFi - The Professional Financial Company | Orem | CFP | Percentage of assets |
| Zachary Swenson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Karsten Walker | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Mark Sumsion | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Siria Terry | Blue Barn Wealth | Orem | Not listed | Percentage of assets |
| Bryan Burris | Sandlot Private Wealth | Orem | CFP | Percentage of assets, Performance-based fees |
| Ethan Gividen | PROFi - The Professional Financial Company | Orem | Not listed | Percentage of assets |
| Luke Wonnacott | PROFi - The Professional Financial Company | Orem | Not listed | Percentage of assets |
| Ryan Carrington | Sandlot Private Wealth | Orem | CFA | Percentage of assets, Performance-based fees |
| Dallas Messenger | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| John Carrington | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| Ben Brackett | Exponent Wealth | Orem | CFP | Percentage of assets, Fixed fees |
| Camille Fox | Squire Wealth Advisors | Orem | CFP | Percentage of assets, Hourly |
| Gregory Hyde | Squire Wealth Advisors | Orem | CFP, PFS | Percentage of assets, Hourly |
| Joseph Adair | Exponent Wealth | Orem | CFP | Percentage of assets, Fixed fees |
| Kadin Bullock | Squire Wealth Advisors | Orem | CFP | Percentage of assets, Hourly |
| Alec Ferguson | Exponent Wealth | Orem | CFA | 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 |
| Nathan Larsen | Squire Wealth Advisors | Orem | PFS | Percentage of assets, Hourly |
| Phillip Peine | Squire Wealth Advisors | Orem | PFS | Percentage of assets, Hourly |
| Wayne Barben | Squire Wealth Advisors | Orem | PFS | Percentage of assets, Hourly |
| Avereigh Clarke | Exponent Wealth | Orem | Not listed | Percentage of assets, Fixed fees |
| David Archibald | Squire Wealth Advisors | Orem | Not listed | Percentage of assets, Hourly |
| Dwayne Asay | Squire Wealth Advisors | Orem | Not listed | Percentage of assets, Hourly |
| Laura Caler | Exponent Wealth | Orem | Not listed | Percentage of assets, Fixed fees |
| Matthew Hopkins | Squire Wealth Advisors | Orem | Not listed | Percentage of assets, Hourly |
| Nicholas Olsen | Exponent Wealth | Orem | Not listed | Percentage of assets, Fixed fees |
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