Financial advisors for small business owners in Utah
Which financial advisor should I talk to as a small business owner in Utah?
For small business owners in Utah, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Troy Knighton of Veritas Wealth Management LLC, Jennifer Swindler of Money Illustrated Advisory Services and Taylor Sutterfield of Dentist Advisors.
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 CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jennifer Swindler Money Illustrated Advisory Services, Bluffdale Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Taylor Sutterfield Dentist Advisors, Salt Lake City Holds the CFP. Fees on file: ongoing planning fee.
- Marcus Blanchard Focal Point Financial Planning, LLC, Pleasant Grove 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.
- Daniel Allgaier Artstone Private Wealth, Lehi Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Utah work with small business owners?
The Wellspent public graph lists 40 fee-only advisors for small business owners in Utah, at 20 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Utah located?
Of the 40 fee-only advisors for small business owners in Utah, 15 are in Salt Lake City, followed by 10 in Pleasant Grove and 3 in Lehi.
Plus 8 in other cities.
How do fee-only advisors for small business owners in Utah charge?
The most common fee among fee-only advisors for small business owners in Utah is a percentage of assets, used by 80% of the 40 with fees on file. Many use more than one: 30% charge an ongoing planning fee and 30% charge by the hour.
What credentials should a financial advisor for small business owners have?
For small business owners, look for the CPA and CFP. In Utah, 43% of the 40 advisors listed hold the CFP.
- CPA3% in Utah
- CPAs understand entity structure and business books.
- CFP43% in Utah
- The CFP keeps the business in the wider plan.
How do Utah advisors for small business owners compare with the rest of the US?
30% of fee-only advisors for small business owners in Utah charge by the hour, compared with 48% of the 2,851 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 small business owners.
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 should I ask a financial advisor as a small business owner in Utah?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for Utah tax alongside federal tax?
How current is this list of fee-only advisors for small business owners 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 40 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jennifer Swindler | Money Illustrated Advisory Services | Bluffdale | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Troy Knighton | Veritas Wealth Management LLC | Salt Lake City | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Garrett Bybee | Bybee Wealth Management | Roy | CFP | Percentage of assets, Ongoing planning fee |
| Martin Watkins | TrueNorth Wealth | Salt Lake City | BA, CFP | Percentage of assets |
| Grant Olson | Ronald Olson, Inc. | Lehi | CFP, MBA | Percentage of assets |
| Marcus Blanchard | Focal Point Financial Planning, LLC | Pleasant Grove | CFP, ChFC | Percentage of assets, Hourly |
| 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 |
| Jonathan Dursteler | Soulence Wealth Management | North Logan | CFP | Percentage of assets |
| Jake Elm | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Matthew Mulcock | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Reese Harper | Dentist Advisors | Salt Lake City | CFP, ChFC | Ongoing planning fee |
| Sean Griffeth | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Taylor Sutterfield | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Clinton Cannon | Cannon Capital Management | Salt Lake City | CFA | Percentage of assets |
| Gregory Nelson | Soulence Wealth Management | Pleasant Grove | ChFC | Percentage of assets |
| Reginald Maxfield | Olympus Peaks Financial | Sandy | CFP | Percentage of assets, Hourly |
| Rabih Dimachki | Dentist Advisors | Salt Lake City | CFA | Ongoing planning fee |
| Ryan Cooper | Verticus Advisors | Sandy | PFS | 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 |
| David Sinclair | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jacob Martin | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jacob Pacini | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| 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 |
| Triton Lee | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Jonathan Potter | PracticeCFO | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Lauren Kearl | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| William Gochnour | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| Ann Lobos | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Dennis Romney | Opportunus Wealth Management | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Matthew Romney | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Arthur Smithee | Insight Investment Advisers | Lehi | Not listed | Percentage of assets, Hourly |
| Nolan Karras | The Karras Company | Roy | Not listed | Percentage of assets, Hourly |
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