# Financial advisors for family wealth transfer in Lehi, Utah > For family wealth transfer in Lehi, 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 Grant Olson of Ronald Olson, Inc., Zachary Whitchurch of Solidarity Wealth and Brock Alvord of Tanara Wealth Management. Page: https://find.wellspent.co/specialties/family-wealth-transfer/utah/lehi/ 26 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 Lehi? For family wealth transfer in Lehi, 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 Grant Olson of Ronald Olson, Inc., Zachary Whitchurch of Solidarity Wealth and Brock Alvord of Tanara Wealth Management. - [Grant Olson](https://find.wellspent.co/advisors/grant-olson/), Ronald Olson, Inc., Lehi City. Holds the CFP. Fees on file: percentage of assets. - [Zachary Whitchurch](https://find.wellspent.co/advisors/zachary-whitchurch/), Solidarity Wealth, Lehi City. Holds the CFP. Fees on file: percentage of assets, subscription. - [Brock Alvord](https://find.wellspent.co/advisors/brock-alvord/), Tanara Wealth Management, Lehi City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Joshua Glenn](https://find.wellspent.co/advisors/joshua-glenn/), Private Advisory Group, Lehi City. Holds the CFP. Fees on file: percentage of assets, performance-based fees. - [Nicholas Stecklein](https://find.wellspent.co/advisors/nicholas-stecklein/), Telos Partners, Lehi City. Holds the CFP. Fees on file: percentage of assets, hourly. - [John Pennington](https://find.wellspent.co/advisors/john-pennington/), Andina Advisors, Lehi City. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Lehi work on family wealth transfer? The Wellspent public graph lists 26 fee-only advisors for family wealth transfer in Lehi, at 6 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Lehi charge? The most common fee among fee-only advisors for family wealth transfer in Lehi is a percentage of assets, used by 100% of the 26 with fees on file. Many use more than one: 62% charge fixed fees and 35% charge performance-based fees. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Lehi, 50% of the 26 advisors listed hold the CFP. - CFP (50% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Lehi advisors for family wealth transfer compare with the rest of the US? 35% of fee-only advisors for family wealth transfer in Lehi charge performance-based fees, compared with 8% 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 Lehi? - 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 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Grant Olson](https://find.wellspent.co/advisors/grant-olson.md) | Ronald Olson, Inc. | Lehi, Utah | CFP, MBA | Percentage of assets | | [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 | | [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 | | [Zachary Whitchurch](https://find.wellspent.co/advisors/zachary-whitchurch.md) | Solidarity Wealth | Lehi, Utah | CFP | Percentage of assets, Subscription, Fixed fees | | [Dalin Jewett](https://find.wellspent.co/advisors/dalin-jewett.md) | Tanara Wealth Management | Lehi, Utah | | Percentage of assets, Hourly, Fixed fees | | [Daniel Clark](https://find.wellspent.co/advisors/daniel-clark.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed 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 Patrick](https://find.wellspent.co/advisors/robert-patrick.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Veronica Fox](https://find.wellspent.co/advisors/veronica-fox.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [Wesley Jensen](https://find.wellspent.co/advisors/wesley-jensen.md) | Private Advisory Group | Lehi, Utah | | Percentage of assets, Performance-based fees | | [William Mortimer](https://find.wellspent.co/advisors/william-mortimer.md) | Solidarity Wealth | Lehi, Utah | | Percentage of assets, Subscription, Fixed fees | | [John Pennington](https://find.wellspent.co/advisors/john-pennington.md) | Andina Advisors | Lehi, Utah | | Percentage of assets, Hourly, Fixed fees | ## Related - [Tax planning in Lehi](https://find.wellspent.co/specialties/tax-planning/utah/lehi.md) - [Estate planning in Lehi](https://find.wellspent.co/specialties/estate-planning/utah/lehi.md) - [Executives in Lehi](https://find.wellspent.co/audiences/executives/utah/lehi.md) - [Founders in Lehi](https://find.wellspent.co/specialties/founders-pre-exit/utah/lehi.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).