Financial advisors for estate planning in Utah
Which financial advisor should I talk to about estate planning in Utah?
For estate planning in Utah, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Troy Knighton of Veritas Wealth Management LLC, Kent Wilson of Wilson Financial Advisors, Inc. and Hyrum Smith of Livet Wealth, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Troy Knighton Veritas Wealth Management LLC, Salt Lake City Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Kent Wilson Wilson Financial Advisors, Inc., Salt Lake City Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Hyrum Smith Livet Wealth, LLC, Salt Lake City, Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Nathan Mirizzi Blue Barn Wealth, Orem Holds the CFP. Fees on file: percentage of assets.
- Reese Harper Dentist Advisors, Salt Lake City Holds the CFP. Fees on file: ongoing planning fee.
- Grant Olson Ronald Olson, Inc., Lehi Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Utah work on estate planning?
The Wellspent public graph lists 137 fee-only advisors for estate planning in Utah, at 33 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for estate planning in Utah located?
Of the 137 fee-only advisors for estate planning in Utah, 27 are in Lehi, followed by 22 in Orem and 19 in Salt Lake City.
Plus 42 in other cities.
How do fee-only advisors for estate planning in Utah charge?
The most common fee among fee-only advisors for estate planning in Utah is a percentage of assets, used by 82% of the 137 with fees on file. Many use more than one: 48% charge fixed fees and 25% charge by the hour.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP and CPA. In Utah, 38% of the 137 advisors listed hold the CFP.
- CFP38% in Utah
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA2% in Utah
- CPAs help with estate and gift tax filings.
How do Utah advisors for estate planning compare with the rest of the US?
25% of fee-only advisors for estate planning in Utah charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Utah. Light bars are all US advisors for estate planning.
Does Utah have an estate or inheritance tax?
No. Utah has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Utah?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning in Utah?
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 137 advisors
| 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 |
| Grant Olson | Ronald Olson, Inc. | Lehi | CFP, MBA | Percentage of assets |
| Riley Hale | Riley | American Fork | CFP | Percentage of assets |
| Chris Mamula A former physical therapist and consumer advocate offering low-cost, advice-only planning to working families pursuing financial independence. | Abundo Wealth | Ogden | CFP | Subscription |
| Justin Chidester | Wealth Mode Financial Planning, LLC | Bountiful | CFP, AFC | One-time planning fee, Ongoing planning fee |
| Hyrum Smith | Livet Wealth, LLC | Salt Lake City, | CFP, CPA, PhD | Percentage of assets, Hourly |
| Daniel Allgaier | Artstone Private Wealth | Lehi | CFP | Percentage of assets, Ongoing planning fee |
| Kent Wilson | Wilson Financial Advisors, Inc. | Salt Lake City | BS, CFP, CPA | Hourly, Fixed fees |
| Matthew Argyle | Encore Retirement Planning | South Jordan | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Jeffrey Brimhall | Blue Barn Wealth | Orem | CFP, CFA | Percentage of assets |
| Jonathan Dursteler | Soulence Wealth Management | North Logan | CFP | 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 |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Scott Garbutt | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Tyler Thompson | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Douglas Bean | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Jake Elm | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| 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 |
| Matthew Mulcock | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| McKenna Sheldon | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Reese Harper | Dentist Advisors | Salt Lake City | CFP, ChFC | Ongoing planning fee |
| Scott Peterson | Peterson Wealth Advisors | Orem | ChFC | Ongoing planning fee |
| Sean Griffeth | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Stephen Reeves | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Taylor Sutterfield | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Trent Colledge | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Tyler Hunt | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Celina Ochoa | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Clinton Cannon | Cannon Capital Management | Salt Lake City | CFA | Percentage of assets |
| Dennis Jackson | Allred Jackson | North Logan | CFP | Percentage of assets |
| Gregory Nelson | Soulence Wealth Management | Pleasant Grove | ChFC | Percentage of assets |
| Mitchell Doman | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Reginald Maxfield | Olympus Peaks Financial | Sandy | CFP | Percentage of assets, Hourly |
| Alek Johnson | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
| Alison McFadden | Peterson Wealth Advisors | Orem | Not listed | Ongoing planning fee |
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