Financial advisors for estate planning in Lehi, Utah
Which financial advisor should I talk to about estate planning in Lehi?
For estate planning in Lehi, 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 Grant Olson of Ronald Olson, Inc., Daniel Allgaier of Artstone Private Wealth and Stephen Reeves of Private Advisory Group.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Grant Olson Ronald Olson, Inc., Lehi City Holds the CFP. Fees on file: percentage of assets.
- Daniel Allgaier Artstone Private Wealth, Lehi City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Stephen Reeves Private Advisory Group, Lehi City Holds the CFP. Fees on file: percentage of assets, performance-based fees.
- Tyler Thompson Tanara Wealth Management, Lehi City Holds the CFP. Fees on file: percentage of assets, hourly.
- Nicholas Trotter Solidarity Wealth, Lehi City Holds the CFP. Fees on file: percentage of assets, subscription.
- Nicholas Stecklein Telos Partners, Lehi City Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Lehi work on estate planning?
The Wellspent public graph lists 27 fee-only advisors for estate planning in Lehi, at 7 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for estate planning in Lehi charge?
The most common fee among fee-only advisors for estate planning in Lehi is a percentage of assets, used by 100% of the 27 with fees on file. Many use more than one: 59% charge fixed fees and 33% charge performance-based fees.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP. In Lehi, 52% of the 27 advisors listed hold the CFP.
- CFP52% in Lehi
- The CFP includes estate planning and keeps it tied to the whole plan.
How do Lehi advisors for estate planning compare with the rest of the US?
33% of fee-only advisors for estate planning in Lehi charge performance-based fees, compared with 5% 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 Lehi. 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 Lehi?
- 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 Lehi?
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 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Grant Olson | Ronald Olson, Inc. | Lehi | CFP, MBA | Percentage of assets |
| Daniel Allgaier | Artstone Private Wealth | Lehi | CFP | Percentage of assets, 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 |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Tyler Thompson | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Douglas Bean | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| 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 |
| McKenna Sheldon | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Stephen Reeves | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Jeffrey McClean | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| John Rosswog | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Katherine Ludeman | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| McKenna Rice | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Parker Anderson | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Robert Featherstone | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Robert Patrick | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Veronica Fox | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Wesley Jensen | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| John Pennington | Andina Advisors | Lehi | Not listed | Percentage of assets, Hourly |
Want a shorter list for estate planning?
Tell us what you need and we'll narrow Lehi's 27 advisors to the few who fit.
Get matched in 2 minutes