Financial advisors for tax planning in Lehi, Utah

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..

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.

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?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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.