Fee-Only Financial Planners in:
Utah

These Utah Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Utah Financial Planners

Tools & Tips

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NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Sarah Bird, CFP®
Albion Financial Group
Salt Lake City UT
Fee-Only Financial Advising & Investment Managment in Salt Lake City, Utah
Martin Watkins, CFP®
TrueNorth Wealth
Salt Lake City UT
Fee-Only Financial Planner serving the Salt Lake City, UT area.
James Zeberlein, CFP®, MBA
Z Financial Planning LLC
Salt Lake City UT
NOT ACCEPTING NEW CLIENTS AT THIS TIME - WILL BE AFTER FEBRUARY 2018
James Sweeney, CFA, CFP®
Switchpoint Financial Planning
Lehi UT, Park City UT, Salt Lake City UT, Provo UT
Fee-Only Financial Planner located near Salt Lake City, Utah and serving clients across the country
Paul Winter, CFP®, CFA®, MBA
Five Seasons Financial Planning
Salt Lake City UT
Fee-Only Financial Advisor serving Salt Lake City, UT area.
Debra Knotts, CFP®, CLU® - Albion Financial Group - Salt Lake City UT
Kent Wilson - Wilson Financial Advisors, Inc. - Salt Lake City UT
John Bird, CFP®, CFA®, MBA - Albion Financial Group - Salt Lake City UT
Kevin Michels, CFP® - Medicus Wealth Planning, Inc. - Draper UT
Neil Mahoney - ABW Advisors, LLC - South Jordan UT
Jeffrey Bland - Burrus Financial Services, Inc. - Salt Lake City UT
Curtiss Smith, CFP® - Net Worth Advisory Group - Sandy UT
David Swapp, CFP® - Net Worth Advisory Group - Sandy UT
Troy Knighton - Veritas Wealth Management LLC - Salt Lake City UT
Benjamin Olson, CFP®, CPA, MAC - Ronald Olson, Inc. - Lehi UT, Lindon Ut
Elizabeth Bernhard - Albion Financial Group - Salt Lake City UT
Hyrum Smith, Ph.D., CFP®, CPA - Financial Planning Office LLC - Salt Lake City UT, Orem UT
Jonathan Sycamore, CFP® - Physician Wealth Planning - Salt Lake City UT
Ray LeVitre - Net Worth Advisory Group - Sandy UT
Grant Olson, CFP®, MBA - Ronald Olson, Inc. - Lindon UT, Lehi UT
C Scott Cheney - Twin Peaks Wealth Management LLC - Salt Lake City UT