Financial advisors for tax planning in Salt Lake City, Utah
Which financial advisor should I talk to about tax planning in Salt Lake City?
For tax planning in Salt Lake City, 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 Troy Knighton of Veritas Wealth Management LLC, Hyrum Smith of Livet Wealth, LLC and Jake Elm 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 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.
- Jake Elm Dentist Advisors, Salt Lake City City Holds the CFP. Fees on file: ongoing planning fee.
- Martin Watkins TrueNorth Wealth, Salt Lake City City Holds the CFP. Fees on file: percentage of assets.
- Mitchell Doman Haynie Wealth Management, Salt Lake City City Holds the CFP. Fees on file: percentage of assets.
- Kyle Glover Three Seasons Wealth, Salt Lake City City Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Salt Lake City work on tax planning?
The Wellspent public graph lists 26 fee-only advisors for tax planning in Salt Lake City, at 10 firms. We counted every advisor record that lists this work, as of November 2026.
How do fee-only advisors for tax planning in Salt Lake City charge?
The most common fee among fee-only advisors for tax planning in Salt Lake City is a percentage of assets, used by 65% of the 26 with fees on file. Many use more than one: 35% charge an ongoing planning fee and 35% charge fixed fees.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the CPA and CFP. In Salt Lake City, 46% of the 26 advisors listed hold the CFP.
- CPA8% in Salt Lake City
- CPAs bring broad tax and accounting depth.
- CFP46% in Salt Lake City
- The CFP connects tax decisions to the rest of the plan.
How do Salt Lake City advisors for tax planning compare with the rest of the US?
65% of fee-only advisors for tax planning in Salt Lake City charge a percentage of assets, compared with 87% 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 Salt Lake City. 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 Salt Lake City?
- 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 Salt Lake City?
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 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Celina Ochoa | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Clinton Cannon | Cannon Capital Management | Salt Lake City | CFA | Percentage of assets |
| Mitchell Doman | Haynie Wealth Management | Salt Lake City | CFP | Percentage of assets |
| Rabih Dimachki | Dentist Advisors | Salt Lake City | CFA | Ongoing planning fee |
| Chace Cannon | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Daniel De Mille | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Dustin Gordon | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Lauren Kearl | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| William Gochnour | Dentist Advisors | Salt Lake City | Not listed | Ongoing planning fee |
| Kent Christensen | Haynie Wealth Management | Salt Lake City | Not listed | Percentage of assets |
| Ahlin Hafen | The Norden Group | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
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