Financial advisors for family wealth transfer in Lehi, Utah
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.
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.
- Zachary Whitchurch Solidarity Wealth, Lehi City Holds the CFP. Fees on file: percentage of assets, subscription.
- Brock Alvord Tanara Wealth Management, Lehi City Holds the CFP. Fees on file: percentage of assets, hourly.
- Joshua Glenn Private Advisory Group, Lehi City Holds the CFP. Fees on file: percentage of assets, performance-based fees.
- Nicholas Stecklein Telos Partners, Lehi City Holds the CFP. Fees on file: percentage of assets, hourly.
- 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.
- CFP50% in Lehi
- 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.
Dark bars are Lehi. 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 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.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Grant Olson | Ronald Olson, Inc. | Lehi | CFP, MBA | Percentage of assets |
| 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 |
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