# Financial advisors for family wealth transfer in Utah > For family wealth transfer in Utah, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Troy Knighton of Veritas Wealth Management LLC, Grant Olson of Ronald Olson, Inc. and Garrett Smith of Ascend Investment Partners. Page: https://find.wellspent.co/specialties/family-wealth-transfer/utah/ 74 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Utah? For family wealth transfer in Utah, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Troy Knighton of Veritas Wealth Management LLC, Grant Olson of Ronald Olson, Inc. and Garrett Smith of Ascend Investment Partners. - [Troy Knighton](https://find.wellspent.co/advisors/troy-knighton/), Veritas Wealth Management LLC, Salt Lake City. Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee. - [Grant Olson](https://find.wellspent.co/advisors/grant-olson/), Ronald Olson, Inc., Lehi. Holds the CFP. Fees on file: percentage of assets. - [Garrett Smith](https://find.wellspent.co/advisors/garrett-smith/), Ascend Investment Partners, Ogden. Holds the CFP. Fees on file: percentage of assets, hourly. - [Zachary Whitchurch](https://find.wellspent.co/advisors/zachary-whitchurch/), Solidarity Wealth, Lehi. Holds the CFP. Fees on file: percentage of assets, subscription. - [Austin Scott](https://find.wellspent.co/advisors/austin-scott/), Andina Advisors, Draper. Holds the CFP. Fees on file: percentage of assets, hourly. - [Brock Alvord](https://find.wellspent.co/advisors/brock-alvord/), Tanara Wealth Management, Lehi. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Utah work on family wealth transfer? The Wellspent public graph lists 74 fee-only advisors for family wealth transfer in Utah, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Utah located? Of the 74 fee-only advisors for family wealth transfer in Utah, 26 are in Lehi, followed by 9 in Pleasant Grove and 8 in Bountiful. ## How do fee-only advisors for family wealth transfer in Utah charge? The most common fee among fee-only advisors for family wealth transfer in Utah is a percentage of assets, used by 100% of the 74 with fees on file. Many use more than one: 62% charge fixed fees and 42% charge by the hour. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP and CPA. In Utah, 31% of the 74 advisors listed hold the CFP. - CFP (31% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (1% of advisors listed): CPAs handle gift tax returns and estate calculations. ## How do Utah advisors for family wealth transfer compare with the rest of the US? 31% of fee-only advisors for family wealth transfer in Utah hold the CFP, compared with 36% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 passing wealth to the next generation in Utah? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer 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. ## 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 | | [Grant Olson](https://find.wellspent.co/advisors/grant-olson.md) | Ronald Olson, Inc. | Lehi, Utah | CFP, MBA | Percentage of assets | | [Mark Parrett](https://find.wellspent.co/advisors/mark-parrett.md) | Outpost Advisors | Holladay, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Garrett Smith](https://find.wellspent.co/advisors/garrett-smith.md) | Ascend Investment Partners | Ogden, Utah | CFP | Percentage of assets, Hourly | | [Alex Graham](https://find.wellspent.co/advisors/alex-graham.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Brock Alvord](https://find.wellspent.co/advisors/brock-alvord.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Dursteler](https://find.wellspent.co/advisors/jonathan-dursteler.md) | Soulence Wealth Management | North Logan, Utah | CFP | Percentage of assets | | [Kyle Glover](https://find.wellspent.co/advisors/kyle-glover.md) | Three Seasons Wealth | Salt Lake City, Utah | CFP | Percentage of assets, Fixed fees | | [Nicholas Stecklein](https://find.wellspent.co/advisors/nicholas-stecklein.md) | Telos Partners | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Roger Lowe](https://find.wellspent.co/advisors/roger-lowe.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Thompson](https://find.wellspent.co/advisors/tyler-thompson.md) | Tanara Wealth Management | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Douglas Bean](https://find.wellspent.co/advisors/douglas-bean.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [Joshua Glenn](https://find.wellspent.co/advisors/joshua-glenn.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [Matthew Chambers](https://find.wellspent.co/advisors/matthew-chambers.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [McKenna Sheldon](https://find.wellspent.co/advisors/mckenna-sheldon.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [Nicholas Trotter](https://find.wellspent.co/advisors/nicholas-trotter.md) | Solidarity Wealth | Lehi, Utah | CFP | Percentage of assets, Subscription, Fixed fees | | [Stephen Reeves](https://find.wellspent.co/advisors/stephen-reeves-4756320.md) | Private Advisory Group | Lehi, Utah | CFP | Percentage of assets, Performance-based fees | | [Trent Colledge](https://find.wellspent.co/advisors/trent-colledge.md) | Sunset Retire | Provo, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Hunt](https://find.wellspent.co/advisors/tyler-hunt-6192405.md) | Sunset Retire | Provo, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Zachary Whitchurch](https://find.wellspent.co/advisors/zachary-whitchurch.md) | Solidarity Wealth | Lehi, Utah | CFP | Percentage of assets, Subscription, Fixed fees | | [Gregory Nelson](https://find.wellspent.co/advisors/gregory-nelson.md) | Soulence Wealth Management | Pleasant Grove, Utah | ChFC | Percentage of assets | | [Peter Hughes](https://find.wellspent.co/advisors/peter-hughes.md) | Telos Partners | Cottonwood Heights, Utah | CFA | Percentage of assets, Hourly, Fixed fees | | [Austin Scott](https://find.wellspent.co/advisors/austin-scott.md) | Andina Advisors | Draper, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Bohm](https://find.wellspent.co/advisors/ryan-bohm.md) | Andina Advisors | Logan, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Backenstoss](https://find.wellspent.co/advisors/andrew-backenstoss.md) | Soulence Wealth Management | Pleasant Grove, Utah | | Percentage of assets | | [Ashton Green](https://find.wellspent.co/advisors/ashton-green.md) | Soulence Wealth Management | Pleasant Grove, Utah | | Percentage of assets | | [Carson Brown](https://find.wellspent.co/advisors/carson-brown.md) | Soulence Wealth Management | Pleasant Grove, Utah | | Percentage of assets | | [Christopher Anderson](https://find.wellspent.co/advisors/christopher-anderson.md) | Soulence Wealth Management | Pleasant Grove, Utah | | Percentage of assets | | [Dalin Jewett](https://find.wellspent.co/advisors/dalin-jewett.md) | Tanara Wealth Management | Lehi, Utah | | Percentage of assets, Hourly, 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 | | [David Sinclair](https://find.wellspent.co/advisors/david-sinclair-8301010.md) | Soulence Wealth Management | Pleasant Grove, Utah | | Percentage of assets | | [Dustin Gordon](https://find.wellspent.co/advisors/dustin-gordon.md) | Three Seasons Wealth | Salt Lake City, Utah | | Percentage of assets, Fixed fees | | [Eric Stats](https://find.wellspent.co/advisors/eric-stats.md) | Brighton Wealth Management | Cottonwood Heights, Utah | CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Martin](https://find.wellspent.co/advisors/jacob-martin-6920773.md) | Soulence Wealth Management | Pleasant Grove, Utah | | Percentage of assets | | [Jacob Pacini](https://find.wellspent.co/advisors/jacob-pacini.md) | Soulence Wealth Management | Pleasant Grove, Utah | | Percentage of assets | | [Jaycee Carroll](https://find.wellspent.co/advisors/jaycee-carroll.md) | Three Seasons Wealth | Salt Lake City, Utah | | Percentage of assets, Fixed fees | | [Mustaque Choudhury](https://find.wellspent.co/advisors/mustaque-choudhury.md) | Soulence Wealth Management | Pleasant Grove, Utah | | Percentage of assets | | [Theresa Sommerdyke](https://find.wellspent.co/advisors/theresa-sommerdyke.md) | Three Seasons Wealth | Draper, Utah | | Percentage of assets, Fixed fees | | [Tory Parke](https://find.wellspent.co/advisors/tory-parke.md) | Three Seasons Wealth | Salt Lake City, Utah | | Percentage of assets, Fixed fees | | [Wendell Hill](https://find.wellspent.co/advisors/wendell-hill.md) | Three Seasons Wealth | Kaysville, Utah | | Percentage of assets, Fixed fees | | [Bryan Burris](https://find.wellspent.co/advisors/bryan-burris.md) | Sandlot Private Wealth | Orem, Utah | CFP | Percentage of assets, Performance-based fees | | [Daniel Clark](https://find.wellspent.co/advisors/daniel-clark.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Davis Bean](https://find.wellspent.co/advisors/davis-bean.md) | Private Advisory Group | Draper, Utah | | Percentage of assets, Performance-based fees | | [Jeffrey McClean](https://find.wellspent.co/advisors/jeffrey-mcclean.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [John Rosswog](https://find.wellspent.co/advisors/john-rosswog.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Katherine Ludeman](https://find.wellspent.co/advisors/katherine-ludeman.md) | Private Advisory Group | Lehi, Utah | | Percentage of assets, Performance-based fees | | [McKenna Rice](https://find.wellspent.co/advisors/mckenna-rice.md) | Private Advisory Group | Lehi, Utah | | Percentage of assets, Performance-based fees | | [Parker Anderson](https://find.wellspent.co/advisors/parker-anderson.md) | Private Advisory Group | Lehi, Utah | | Percentage of assets, Performance-based fees | | [Robert Featherstone](https://find.wellspent.co/advisors/robert-featherstone.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Robert Nelson](https://find.wellspent.co/advisors/robert-nelson.md) | Sunset Retire | Provo, Utah | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 74. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/utah/?page=2 ## Related - [Tax planning in Utah](https://find.wellspent.co/specialties/tax-planning/utah.md) - [Estate planning in Utah](https://find.wellspent.co/specialties/estate-planning/utah.md) - [Retirement planning in Utah](https://find.wellspent.co/specialties/retirement-planning/utah.md) - [Founders in Utah](https://find.wellspent.co/specialties/founders-pre-exit/utah.md) - [Pre-retirees in Utah](https://find.wellspent.co/audiences/pre-retirees/utah.md) - [Small business owners in Utah](https://find.wellspent.co/specialties/small-business-owners/utah.md) ## 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).