# Financial advisors for tax planning in Lehi, Utah > For tax planning in Lehi, 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 James Sweeney of SwitchPoint Financial Planning LLC, Daniel Allgaier of Artstone Private Wealth and Grant Olson of Ronald Olson, Inc.. Page: https://find.wellspent.co/specialties/tax-planning/utah/lehi/ 32 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 tax planning in Lehi? For tax planning in Lehi, 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 James Sweeney of SwitchPoint Financial Planning LLC, Daniel Allgaier of Artstone Private Wealth and Grant Olson of Ronald Olson, Inc.. - [James Sweeney](https://find.wellspent.co/advisors/james-sweeney/), SwitchPoint Financial Planning LLC, Lehi City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Daniel Allgaier](https://find.wellspent.co/advisors/daniel-allgaier/), Artstone Private Wealth, Lehi City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Grant Olson](https://find.wellspent.co/advisors/grant-olson/), Ronald Olson, Inc., Lehi City. Holds the CFP. Fees on file: percentage of assets. - [Gregory Maxwell](https://find.wellspent.co/advisors/gregory-maxwell/), Amicus Financial Advisors, Lehi City. Holds the CFP. Fees on file: percentage of assets, hourly. - [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. ## How many fee-only financial advisors in Lehi work on tax planning? The Wellspent public graph lists 32 fee-only advisors for tax planning in Lehi, at 8 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Lehi charge? The most common fee among fee-only advisors for tax planning in Lehi is a percentage of assets, used by 97% of the 32 with fees on file. Many use more than one: 63% charge fixed fees and 34% charge by the hour. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the CFP. In Lehi, 59% of the 32 advisors listed hold the CFP. - CFP (59% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Lehi advisors for tax planning compare with the rest of the US? 63% of fee-only advisors for tax planning in Lehi charge fixed fees, 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. ## 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 Lehi? - 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 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 | | [James Sweeney](https://find.wellspent.co/advisors/james-sweeney.md) | SwitchPoint Financial Planning LLC | Lehi, Utah | CFA, CFP, MBA, MS, Retirement Management Advisor | Flat fee or retainer, Ongoing planning fee | | [Daniel Allgaier](https://find.wellspent.co/advisors/daniel-allgaier.md) | Artstone Private Wealth | Lehi, Utah | CFP | Percentage of assets, Ongoing planning fee | | [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 | | [Gregory Maxwell](https://find.wellspent.co/advisors/gregory-maxwell.md) | Amicus Financial Advisors | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Larry Peterson](https://find.wellspent.co/advisors/larry-peterson.md) | Amicus Financial Advisors | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Marco Figueroa](https://find.wellspent.co/advisors/marco-figueroa.md) | Amicus Financial Advisors | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Bodily](https://find.wellspent.co/advisors/nicholas-bodily.md) | Amicus Financial Advisors | Lehi, Utah | CFP | Percentage of assets, Hourly, 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 | | [Daniel Maxwell](https://find.wellspent.co/advisors/daniel-maxwell.md) | Amicus Financial Advisors | Lehi, Utah | | Percentage of assets, Hourly, Fixed fees | ## Related - [Estate planning in Lehi](https://find.wellspent.co/specialties/estate-planning/utah/lehi.md) - [Family wealth transfer in Lehi](https://find.wellspent.co/specialties/family-wealth-transfer/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).