# Fee-only financial advisors in Salt Lake City, Utah

> Start with a fee-only advisor in Salt Lake City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Troy Knighton of Veritas Wealth Management LLC, Hyrum Smith of Livet Wealth, LLC and Nicholas Augostini of Slayton Lewis, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/utah/salt-lake-city/
88 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions.

## Which fee-only financial advisor should I talk to in Salt Lake City?

Start with a fee-only advisor in Salt Lake City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Troy Knighton of Veritas Wealth Management LLC, Hyrum Smith of Livet Wealth, LLC and Nicholas Augostini of Slayton Lewis, chosen for their credentials and fees on file.

## How many fee-only advisors in Salt Lake City are there?

The Wellspent public graph lists 88 fee-only advisors in Salt Lake City, at 33 firms. We counted every advisor record that fits, as of November 2026.

## What do fee-only advisors in Salt Lake City focus on?

The most common focus among fee-only advisors in Salt Lake City is tax planning (26), followed by estate planning (20) and retirement planning (18). Advisors can list more than one.

## How do fee-only advisors in Salt Lake City charge?

The most common fee among fee-only advisors in Salt Lake City is a percentage of assets, used by 86% of the 88 with fees on file. Many use more than one: 58% charge by the hour and 58% charge fixed fees.

## How many fee-only advisors in Salt Lake City hold the CFP?

36% of the 88 fee-only advisors in Salt Lake City 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 Salt Lake City?

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 |
|---|---|---|---|---|
| [Troy Knighton](https://find.wellspent.co/advisors/troy-knighton.md) | Veritas Wealth Management LLC | Salt Lake City, Utah | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| [Martin Watkins](https://find.wellspent.co/advisors/martin-watkins.md) | TrueNorth Wealth | Salt Lake City, Utah | BA, CFP | Percentage of assets |
| [Hyrum Smith](https://find.wellspent.co/advisors/hyrum-smith.md) | Livet Wealth, LLC | Salt Lake City,, Utah | CFP, CPA, PhD | Percentage of assets, Hourly, Fixed fees |
| [Joan Sharp](https://find.wellspent.co/advisors/joan-sharp.md) | River Family Advisors LLC | Salt Lake City, Utah | CAP, CeFT, CFP, ChFC, MSFS, Other | Ongoing planning fee |
| [Mike Metzger](https://find.wellspent.co/advisors/mike-metzger.md) | Lifepoint Financial Design | Salt Lake City, Utah | CFP | Percentage of assets, Fixed fees |
| [Kent Wilson](https://find.wellspent.co/advisors/kent-wilson.md) | Wilson Financial Advisors, Inc. | Salt Lake City, Utah | BS, CFP, CPA | Hourly, Fixed fees |
| [Danielle Gregory](https://find.wellspent.co/advisors/danielle-gregory.md) | Albion Financial Group | Salt Lake City, Utah | CFP, BA, CFA, MBA, AFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Kyle Glover](https://find.wellspent.co/advisors/kyle-glover.md) | Three Seasons Wealth | Salt Lake City, Utah | CFP | Percentage of assets, Fixed fees |
| [Skyler Fleming](https://find.wellspent.co/advisors/skyler-fleming.md) | Abundo Wealth | Salt Lake City, Utah |   | Fixed fees |
| [Jake Elm](https://find.wellspent.co/advisors/jake-elm.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee |
| [Matthew Mulcock](https://find.wellspent.co/advisors/matthew-mulcock.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee |
| [Reese Harper](https://find.wellspent.co/advisors/reese-harper.md) | Dentist Advisors | Salt Lake City, Utah | CFP, ChFC | Ongoing planning fee |
| [Sean Griffeth](https://find.wellspent.co/advisors/sean-griffeth.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee |
| [Taylor Sutterfield](https://find.wellspent.co/advisors/taylor-sutterfield.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee |
| [Celina Ochoa](https://find.wellspent.co/advisors/celina-ochoa.md) | Haynie Wealth Management | Salt Lake City, Utah | CFP | Percentage of assets |
| [Clinton Cannon](https://find.wellspent.co/advisors/clinton-cannon.md) | Cannon Capital Management | Salt Lake City, Utah | CFA | Percentage of assets |
| [Mitchell Doman](https://find.wellspent.co/advisors/mitchell-doman.md) | Haynie Wealth Management | Salt Lake City, Utah | CFP | Percentage of assets |
| [Rabih Dimachki](https://find.wellspent.co/advisors/rabih-dimachki.md) | Dentist Advisors | Salt Lake City, Utah | CFA | Ongoing planning fee |
| [Trent Bowers](https://find.wellspent.co/advisors/trent-bowers.md) | Narus Financial Partners | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees |
| [Chace Cannon](https://find.wellspent.co/advisors/chace-cannon.md) | Cannon Capital Management | Salt Lake City, Utah |   | Percentage of assets |
| [Colby Berg](https://find.wellspent.co/advisors/colby-berg.md) | Guardian Wealth Management | Salt Lake City, Utah | CFP | Percentage of assets, Fixed fees |
| [Daniel De Mille](https://find.wellspent.co/advisors/daniel-de-mille.md) | Three Seasons Wealth | Salt Lake City, Utah |   | Percentage of assets, Fixed fees |
| [Dustin Gordon](https://find.wellspent.co/advisors/dustin-gordon.md) | Three Seasons Wealth | Salt Lake City, Utah |   | Percentage of assets, Fixed fees |
| [Jaycee Carroll](https://find.wellspent.co/advisors/jaycee-carroll.md) | Three Seasons Wealth | Salt Lake City, Utah |   | Percentage of assets, Fixed fees |
| [Justin Vargas](https://find.wellspent.co/advisors/justin-vargas.md) | Cannon Capital Management | Salt Lake City, Utah |   | Percentage of assets |
| [Tory Parke](https://find.wellspent.co/advisors/tory-parke.md) | Three Seasons Wealth | Salt Lake City, Utah |   | Percentage of assets, Fixed fees |
| [Triton Lee](https://find.wellspent.co/advisors/triton-lee.md) | Cannon Capital Management | Salt Lake City, Utah |   | Percentage of assets |
| [Lauren Kearl](https://find.wellspent.co/advisors/lauren-kearl.md) | Dentist Advisors | Salt Lake City, Utah |   | Ongoing planning fee |
| [William Gochnour](https://find.wellspent.co/advisors/william-gochnour.md) | Dentist Advisors | Salt Lake City, Utah |   | Ongoing planning fee |
| [Earl Berg](https://find.wellspent.co/advisors/earl-berg.md) | Guardian Wealth Management | Salt Lake City, Utah | ChFC | Percentage of assets, Fixed fees |
| [Kent Christensen](https://find.wellspent.co/advisors/kent-christensen.md) | Haynie Wealth Management | Salt Lake City, Utah |   | Percentage of assets |
| [Ahlin Hafen](https://find.wellspent.co/advisors/ahlin-hafen.md) | The Norden Group | Salt Lake City, Utah |   | Percentage of assets, Fixed fees |
| [Benjamin Driggs](https://find.wellspent.co/advisors/benjamin-driggs.md) | Navigate Financial | Salt Lake City, Utah |   | Percentage of assets, Ongoing planning fee |
| [Chase Redd](https://find.wellspent.co/advisors/chase-redd.md) | Narus Financial Partners | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Curtis Lamb](https://find.wellspent.co/advisors/curtis-lamb.md) | Narus Financial Partners | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Dennis Bassett](https://find.wellspent.co/advisors/dennis-bassett.md) | Navigate Financial | Salt Lake City, Utah |   | Percentage of assets, Ongoing planning fee |
| [Jared Stubbs](https://find.wellspent.co/advisors/jared-stubbs.md) | Narus Financial Partners | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Landon Malo](https://find.wellspent.co/advisors/landon-malo.md) | Narus Financial Partners | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Phillips](https://find.wellspent.co/advisors/matthew-phillips.md) | Navigate Financial | Salt Lake City, Utah |   | Percentage of assets, Ongoing planning fee |
| [Brian Barton](https://find.wellspent.co/advisors/brian-barton.md) | Guardian Wealth Management | Salt Lake City, Utah |   | Percentage of assets, Fixed fees |
| [Emerson Edwards](https://find.wellspent.co/advisors/emerson-edwards.md) | Cynosure Portfolio Advisors | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Joshua Baird](https://find.wellspent.co/advisors/joshua-baird.md) | Cynosure Portfolio Advisors | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Thomas Henderson](https://find.wellspent.co/advisors/thomas-henderson.md) | Abacus Investment Advisors | Salt Lake City, Utah |   | Percentage of assets, Hourly |
| [William Johnson](https://find.wellspent.co/advisors/william-johnson-8300123.md) | Cynosure Portfolio Advisors | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [William Woodson](https://find.wellspent.co/advisors/william-woodson.md) | Cynosure Portfolio Advisors | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Bradley Curtis](https://find.wellspent.co/advisors/bradley-curtis.md) | Albion Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Elizabeth Bernhard](https://find.wellspent.co/advisors/elizabeth-bernhard.md) | Albion Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Gregory Tingey](https://find.wellspent.co/advisors/gregory-tingey.md) | Tingey Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly |
| [Heath Heavy](https://find.wellspent.co/advisors/heath-heavy.md) | Albion Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Jackson Watson](https://find.wellspent.co/advisors/jackson-watson.md) | Albion Financial Group | Salt Lake City, Utah | CFP, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [John Bird](https://find.wellspent.co/advisors/john-bird.md) | Albion Financial Group | Salt Lake City, Utah | CFP, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [John Freed](https://find.wellspent.co/advisors/john-freed.md) | A & C Investment | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Brown](https://find.wellspent.co/advisors/michael-brown-6857383.md) | Jacobsen Capital Management | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Espinosa](https://find.wellspent.co/advisors/michael-espinosa.md) | Truenorth Wealth | Salt Lake City, Utah | CFP | Percentage of assets, Hourly |
| [Michelle Buxton](https://find.wellspent.co/advisors/michelle-buxton.md) | Albion Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Nicholas Augostini](https://find.wellspent.co/advisors/nicholas-augostini.md) | Slayton Lewis | Salt Lake City, Utah | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Patrick Lundergan](https://find.wellspent.co/advisors/patrick-lundergan.md) | Albion Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Sarah Bird](https://find.wellspent.co/advisors/sarah-bird.md) | Albion Financial Group | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Thomas Fritz](https://find.wellspent.co/advisors/thomas-fritz.md) | Wilson Financial Advisors | Salt Lake City, Utah | CFP | Hourly, Fixed fees |
| [William Campbell](https://find.wellspent.co/advisors/william-campbell.md) | Slayton Lewis | Salt Lake City, Utah | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alan Tingey](https://find.wellspent.co/advisors/alan-tingey.md) | Tingey Financial Group | Salt Lake City, Utah | CFA | Percentage of assets, Hourly |
| [Scott Marsh](https://find.wellspent.co/advisors/scott-marsh.md) | Scott Marsh Financial | Salt Lake City, Utah | ChFC | Percentage of assets, Fixed fees |
| [Stephen Spencer](https://find.wellspent.co/advisors/stephen-spencer.md) | Tingey Financial Group | Salt Lake City, Utah | CFA | Percentage of assets, Hourly |
| [Bo Wilkinson](https://find.wellspent.co/advisors/bo-wilkinson.md) | Albion Financial Group | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Carrie Kerr](https://find.wellspent.co/advisors/carrie-kerr.md) | Albion Financial Group | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Carter Larsen](https://find.wellspent.co/advisors/carter-larsen.md) | Truenorth Wealth | Salt Lake City, Utah |   | Percentage of assets, Hourly |
| [Catherine Barron](https://find.wellspent.co/advisors/catherine-barron.md) | Albion Financial Group | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Daniel Hannon](https://find.wellspent.co/advisors/daniel-hannon.md) | Burrus | Salt Lake City, Utah |   | Percentage of assets |
| [Dara Rosen Cohen](https://find.wellspent.co/advisors/dara-rosen-cohen.md) | Silver Lake Advisory Partners | Salt Lake City, Utah |   | Percentage of assets |
| [Devon Duffy](https://find.wellspent.co/advisors/devon-duffy.md) | Truenorth Wealth | Salt Lake City, Utah |   | Percentage of assets, Hourly |
| [Eric Jacobsen](https://find.wellspent.co/advisors/eric-jacobsen.md) | Jacobsen Capital Management | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Franklin Jacobsen](https://find.wellspent.co/advisors/franklin-jacobsen.md) | Jacobsen Capital Management | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Jacob Watkins](https://find.wellspent.co/advisors/jacob-watkins.md) | Truenorth Wealth | Salt Lake City, Utah |   | Percentage of assets, Hourly |
| [Jason Ware](https://find.wellspent.co/advisors/jason-ware.md) | Albion Financial Group | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Jeff Bland](https://find.wellspent.co/advisors/jeff-bland.md) | Burrus | Salt Lake City, Utah |   | Percentage of assets |
| [John Diehl](https://find.wellspent.co/advisors/john-diehl.md) | The Prudent Planner | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Jon Debry](https://find.wellspent.co/advisors/jon-debry.md) | JD Investment Management | Salt Lake City, Utah |   | Percentage of assets, Hourly |
| [Jose Biton](https://find.wellspent.co/advisors/jose-biton.md) | Albion Financial Group | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Larry Oshita](https://find.wellspent.co/advisors/larry-oshita.md) | Lota Advisors LLC. | Salt Lake City, Utah |   | Percentage of assets, Hourly |
| [Mark Quayle](https://find.wellspent.co/advisors/mark-quayle.md) | Quayle Asset Management | Salt Lake City, Utah |   | Percentage of assets |
| [Matthew Pappas](https://find.wellspent.co/advisors/matthew-pappas.md) | Cottonwood Wealth Strategies | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Thomas Pappas](https://find.wellspent.co/advisors/thomas-pappas.md) | Cottonwood Wealth Strategies | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Thomas Reed](https://find.wellspent.co/advisors/thomas-reed.md) | Truenorth Wealth | Salt Lake City, Utah |   | Percentage of assets, Hourly |
| [Wade Watkins](https://find.wellspent.co/advisors/wade-watkins.md) | Squire Wealth Advisors | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Walter Joseph](https://find.wellspent.co/advisors/walter-joseph.md) | Albion Financial Group | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [William Levitt](https://find.wellspent.co/advisors/william-levitt.md) | Albion Financial Group | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Zachary Riley](https://find.wellspent.co/advisors/zachary-riley.md) | Albion Financial Group | Salt Lake City, Utah |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Zachary Whitlock](https://find.wellspent.co/advisors/zachary-whitlock.md) | Truenorth Wealth | Salt Lake City, Utah |   | Percentage of assets, Hourly |

## 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).
