Financial advisors for tax planning in Utah
Which financial advisor should I talk to about tax planning in Utah?
For tax planning in Utah, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Blake Jones of Pomegranate Financial LLC, Troy Knighton of Veritas Wealth Management LLC and Hyrum Smith of Livet Wealth, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Blake Jones Pomegranate Financial LLC, Springville Holds the EA and CFP. Fees on file: ongoing planning fee, percentage of assets.
- Troy Knighton Veritas Wealth Management LLC, Salt Lake City Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Hyrum Smith Livet Wealth, LLC, Salt Lake City, Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Justin Chidester Wealth Mode Financial Planning, LLC, Bountiful Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Jake Elm Dentist Advisors, Salt Lake City Holds the CFP. Fees on file: ongoing planning fee.
- Daniel Ruske Peterson Wealth Advisors, Orem Holds the CFP. Fees on file: ongoing planning fee.
How many fee-only financial advisors in Utah work on tax planning?
The Wellspent public graph lists 142 fee-only advisors for tax planning in Utah, at 41 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tax planning in Utah located?
Of the 142 fee-only advisors for tax planning in Utah, 32 are in Lehi, followed by 25 in Salt Lake City and 22 in Orem.
Plus 35 in other cities.
How do fee-only advisors for tax planning in Utah charge?
The most common fee among fee-only advisors for tax planning in Utah is a percentage of assets, used by 81% of the 142 with fees on file. Many use more than one: 46% charge fixed fees and 21% charge an ongoing planning fee.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA, CPA and CFP. In Utah, 42% of the 142 advisors listed hold the CFP.
- EA1% in Utah
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA1% in Utah
- CPAs bring broad tax and accounting depth.
- CFP42% in Utah
- The CFP connects tax decisions to the rest of the plan.
How do Utah advisors for tax planning compare with the rest of the US?
42% of fee-only advisors for tax planning in Utah hold the CFP, compared with 50% of the 5,860 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 tax planning.
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 about tax planning in Utah?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Utah tax alongside federal tax?
How current is this list of fee-only advisors for tax planning 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 142 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 |
| Martin Watkins | TrueNorth Wealth | Salt Lake City | BA, CFP | Percentage of assets |
| Grant Olson | Ronald Olson, Inc. | Lehi | CFP, MBA | Percentage of assets |
| James Sweeney | SwitchPoint Financial Planning LLC | Lehi | CFA, CFP, MBA, MS | Flat fee or retainer, Ongoing planning fee |
| Kevin Michels | Medicus Wealth Planning, Inc. | Draper | CFP | Percentage of assets, Hourly |
| Marcus Blanchard | Focal Point Financial Planning, LLC | Pleasant Grove | CFP, ChFC | Percentage of assets, Hourly |
| Mark Whitaker | Retirement Advice LLC | Provo | CFP, MSFP | Percentage of assets, One-time planning fee |
| Riley Hale | Riley | American Fork | CFP | Percentage of assets |
| Stephen Lay | Curtain Wealth Planning | Park City | CFP, RICP | Flat fee or retainer, Hourly |
| Chris Mamula A former physical therapist and consumer advocate offering low-cost, advice-only planning to working families pursuing financial independence. | Abundo Wealth | Ogden | CFP | Subscription |
| Justin Chidester | Wealth Mode Financial Planning, LLC | Bountiful | CFP, AFC | One-time planning fee, Ongoing planning fee |
| Blake Jones | Pomegranate Financial LLC | Springville | CFP, EA | Ongoing planning fee, Percentage of assets |
| Hyrum Smith | Livet Wealth, LLC | Salt Lake City, | CFP, CPA, PhD | 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 |
| Matthew Argyle | Encore Retirement Planning | South Jordan | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Alexander Call | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Carson Johnson | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Daniel Ruske | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Jeffrey Lindsay | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Kaden Waters | Peterson Wealth Advisors | Orem | CFP | Ongoing planning fee |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Jeffrey Brimhall | Blue Barn Wealth | Orem | CFP, CFA | Percentage of assets |
| Jonathan Dursteler | Soulence Wealth Management | North Logan | CFP | Percentage of assets |
| Justin Ericksen | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Leland McCullough | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nathan Mirizzi | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Scott Garbutt | Blue Barn Wealth | Orem | CFP | Percentage of assets |
| Skyler Fleming Approachable planning for people who want to use their money as a tool to reach their goals and live their values. | Abundo Wealth | Salt Lake City | Not listed | Fixed fees |
| Tyler Thompson | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Douglas Bean | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Jake Elm | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| 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 |
| Matthew Mulcock | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| McKenna Sheldon | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Reese Harper | Dentist Advisors | Salt Lake City | CFP, ChFC | Ongoing planning fee |
| Scott Peterson | Peterson Wealth Advisors | Orem | ChFC | Ongoing planning fee |
| Sean Griffeth | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| Stephen Reeves | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Taylor Sutterfield | Dentist Advisors | Salt Lake City | CFP | Ongoing planning fee |
| 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 |
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