Financial advisors for founders in Utah
Which financial advisor should I talk to as a founder in Utah?
For founders in Utah, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Daniel Allgaier of Artstone Private Wealth, Garrett Smith of Ascend Investment Partners and Martin Watkins of TrueNorth Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Daniel Allgaier Artstone Private Wealth, Lehi Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Garrett Smith Ascend Investment Partners, Ogden Holds the CFP. Fees on file: percentage of assets, hourly.
- Martin Watkins TrueNorth Wealth, Salt Lake City Holds the CFP. Fees on file: percentage of assets.
- Jennifer Swindler Money Illustrated Advisory Services, Bluffdale Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Roger Lowe Tanara Wealth Management, Lehi Holds the CFP. Fees on file: percentage of assets, hourly.
- Nicholas Stecklein Telos Partners, Lehi Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Utah work with founders?
The Wellspent public graph lists 63 fee-only advisors for founders in Utah, at 19 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for founders in Utah located?
Of the 63 fee-only advisors for founders in Utah, 25 are in Lehi, followed by 11 in Salt Lake City and 9 in Pleasant Grove.
Plus 11 in other cities.
How do fee-only advisors for founders in Utah charge?
The most common fee among fee-only advisors for founders in Utah is a percentage of assets, used by 100% of the 63 with fees on file. Many use more than one: 49% charge fixed fees and 22% charge performance-based fees.
What credentials should a financial advisor for founders have?
For founders, look for the CFP and CFA. In Utah, 33% of the 63 advisors listed hold the CFP.
- CFP33% in Utah
- The CFP covers life after the exit, not only the sale.
- CFA6% in Utah
- The CFA helps with investing a large sum at once.
How do Utah advisors for founders compare with the rest of the US?
22% of fee-only advisors for founders in Utah charge performance-based fees, compared with 7% of the 3,000 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 founders.
Does Utah tax income on top of federal tax?
Yes. Utah has a state income tax, so a financial plan for a Utah resident should project it alongside federal tax.
What happens to stock pay if you move to or from Utah?
States often tax stock pay based on where you worked between grant and vesting, so a move to or from Utah can split that income across states. Tell any advisor about moves during a vesting period.
What should I ask a financial advisor as a founder in Utah?
- How many clients have you taken through an exit, and at what size?
- How would you check whether my shares qualify for QSBS?
- What should I do before a term sheet that I can't do after?
- How would you invest the proceeds in the first year?
- How will you plan for Utah tax alongside federal tax?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for founders 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 63 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jennifer Swindler | Money Illustrated Advisory Services | Bluffdale | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Martin Watkins | TrueNorth Wealth | Salt Lake City | BA, CFP | Percentage of assets |
| Ben Gajardo | Gajardo Wealth Management | American Fork | CFP | Percentage of assets, Hourly |
| Mike Metzger | Lifepoint Financial Design | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Daniel Allgaier | Artstone Private Wealth | Lehi | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Clinton Cannon | Cannon Capital Management | Salt Lake City | CFA | Percentage of assets |
| Gregory Nelson | Soulence Wealth Management | Pleasant Grove | ChFC | Percentage of assets |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | 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 |
| Chace Cannon | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Christopher Anderson | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Christopher Nibley | Nibley Financial | Heber | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Justin Vargas | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| 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 |
| Triton Lee | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| 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 |
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