Financial advisors for family wealth transfer in Utah
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.
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.
- Grant Olson Ronald Olson, Inc., Lehi Holds the CFP. Fees on file: percentage of assets.
- Garrett Smith Ascend Investment Partners, Ogden Holds the CFP. Fees on file: percentage of assets, hourly.
- Zachary Whitchurch Solidarity Wealth, Lehi Holds the CFP. Fees on file: percentage of assets, subscription.
- Austin Scott Andina Advisors, Draper Holds the CFP. Fees on file: percentage of assets, hourly.
- 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.
Plus 19 in other cities.
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.
- CFP31% in Utah
- The CFP covers gifting, trusts, and the wider plan.
- CPA1% in Utah
- 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.
Dark bars are Utah. Light bars are all US advisors for family wealth transfer.
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.
All 74 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 |
| Grant Olson | Ronald Olson, Inc. | Lehi | CFP, MBA | Percentage of assets |
| Mark Parrett | Outpost Advisors | Holladay | CFP | Percentage of assets, Hourly |
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Jonathan Dursteler | Soulence Wealth Management | North Logan | CFP | Percentage of assets |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Gregory Nelson | Soulence Wealth Management | Pleasant Grove | ChFC | Percentage of assets |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Austin Scott | Andina Advisors | Draper | CFP | Percentage of assets, Hourly |
| Ryan Bohm | Andina Advisors | Logan | CFP | Percentage of assets, Hourly |
| Andrew Backenstoss | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Ashton Green | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Carson Brown | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Christopher Anderson | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Daniel De Mille | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| David Sinclair | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Dustin Gordon | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Eric Stats | Brighton Wealth Management | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Jacob Martin | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jacob Pacini | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jaycee Carroll | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Mustaque Choudhury | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Theresa Sommerdyke | Three Seasons Wealth | Draper | Not listed | Percentage of assets, Fixed fees |
| Tory Parke | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Wendell Hill | Three Seasons Wealth | Kaysville | Not listed | Percentage of assets, Fixed fees |
| Bryan Burris | Sandlot Private Wealth | Orem | CFP | Percentage of assets, Performance-based fees |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Davis Bean | Private Advisory Group | Draper | Not listed | Percentage of assets, Performance-based fees |
| 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 Nelson | Sunset Retire | Provo | Not listed | Percentage of assets, Hourly |
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