Fee-only financial advisors in Salt Lake City, Utah
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Troy Knighton Veritas Wealth Management LLC Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Hyrum Smith Livet Wealth, LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Nicholas Augostini Slayton Lewis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- John Bird Albion Financial Group Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Kent Wilson Wilson Financial Advisors, Inc. Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Matthew Mulcock Dentist Advisors Holds the CFP. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 88
- Firms
- 33
- Cities
- 2
- Hold the CFP
- 36%
- Other credentials: CFA 9% · CPA 3% · ChFC 5%
- How they charge (of 88 with fees on file): percentage of assets 86% · hourly 58% · fixed fees 58% · performance-based fees 19%
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 Salt Lake City by what you need
Find an advisor in Utah by fee, assets, or credential
Questions about fee-only advisors in Salt Lake City
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.
All 88 advisors in Salt Lake City
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Troy Knighton | Veritas Wealth Management LLC | Salt Lake City | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Martin Watkins | TrueNorth Wealth | Salt Lake City | BA, CFP | Percentage of assets |
| Hyrum Smith | Livet Wealth, LLC | Salt Lake City, | CFP, CPA, PhD | Percentage of assets, Hourly |
| Joan Sharp | River Family Advisors LLC | Salt Lake City | CAP, CeFT, CFP, ChFC | Ongoing planning fee |
| Mike Metzger | Lifepoint Financial Design | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Kent Wilson | Wilson Financial Advisors, Inc. | Salt Lake City | BS, CFP, CPA | Hourly, Fixed fees |
| Danielle Gregory | Albion Financial Group | Salt Lake City | CFP, BA, CFA, MBA | Percentage of assets, Hourly |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Skyler Fleming Approachable planning for people who want to use their money as a tool to reach their goals and live their values. | Abundo Wealth | Salt Lake City | Not listed | Fixed fees |
| Jake Elm | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Matthew Mulcock | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Reese Harper | Dentist Advisors | Salt Lake City | CFP, ChFC | Ongoing planning fee |
| Sean Griffeth | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Taylor Sutterfield | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Celina Ochoa | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Clinton Cannon | Cannon Capital Management | Salt Lake City | CFA | Percentage of assets |
| Mitchell Doman | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Rabih Dimachki | Dentist Advisors | Salt Lake City | CFA | Ongoing planning fee |
| Trent Bowers | Narus Financial Partners | Salt Lake City | CFP | Percentage of assets, Hourly |
| Chace Cannon | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Colby Berg | Guardian Wealth Management | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Daniel De Mille | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Dustin Gordon | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Jaycee Carroll | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Justin Vargas | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Tory Parke | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Triton Lee | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Lauren Kearl | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| William Gochnour | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| Earl Berg | Guardian Wealth Management | Salt Lake City | ChFC | Percentage of assets, Fixed fees |
| Kent Christensen | Haynie Wealth Management | Salt Lake City | Not listed | Percentage of assets |
| Ahlin Hafen | The Norden Group | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Benjamin Driggs | Navigate Financial | Salt Lake City | Not listed | Percentage of assets, Ongoing planning fee |
| Chase Redd | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Curtis Lamb | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Dennis Bassett | Navigate Financial | Salt Lake City | Not listed | Percentage of assets, Ongoing planning fee |
| Jared Stubbs | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Landon Malo | Narus Financial Partners | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Matthew Phillips | Navigate Financial | Salt Lake City | Not listed | Percentage of assets, Ongoing planning fee |
| Brian Barton | Guardian Wealth Management | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Emerson Edwards | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Joshua Baird | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Thomas Henderson | Abacus Investment Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Johnson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Woodson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Bradley Curtis | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Elizabeth Bernhard | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Gregory Tingey | Tingey Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Heath Heavy | Albion Financial Group | Salt Lake City | CFP | Percentage of assets, Hourly |
| Jackson Watson | Albion Financial Group | Salt Lake City | CFP, CFA | Percentage of assets, Hourly |
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