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

Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.

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...

Matthew Seppanen
Newpark Wealth Management
Park City UT
Fee-Only Financial Planner located near Salt Lake City (Park City), UT - Serving clients locally and across the country
Elizabeth Bernhard, CFP®, MBA
Albion Financial Group
Salt Lake City UT
Fee-Only Financial Planner serving the Salt Lake City, UT area.
Paul Winter, CFP®, CFA®, MBA
Five Seasons Financial Planning
Salt Lake City UT
Fee-Only Financial Advisor serving Salt Lake City, UT area.
Martin Watkins, CFP®
TrueNorth Wealth
Salt Lake City UT
Fee-Only Financial Planner serving the Salt Lake City, UT area.
Sarah Bird, CFP®
Albion Financial Group
Salt Lake City UT
Fee-Only Financial Advising & Investment Managment in Salt Lake City, Utah
James Zeberlein Jr., CFP®, MBA
Medicus Wealth Planning
Draper UT
NOT ACCEPTING NEW CLIENTS AT THIS TIME - WILL BE AFTER FEBRUARY 1, 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
Debra Knotts, CFP®, CLU® - Albion Financial Group - Salt Lake City UT
C Scott Cheney - Twin Peaks Wealth Management LLC - Salt Lake City UT
Kevin Michels, CFP® - Medicus Wealth Planning, Inc. - Draper UT
John Bird, CFP®, CFA®, MBA - Albion Financial Group - Salt Lake City UT
Jeffrey Bland - Burrus Financial Services, Inc. - Salt Lake City UT
Neil Mahoney - ABW Advisors, LLC - South Jordan UT
Ray LeVitre - Net Worth Advisory Group - Sandy UT
David Swapp, CFP® - Net Worth Advisory Group - Sandy UT
Benjamin Olson, CFP®, CPA, MAC - Ronald Olson, Inc. - Lehi UT, Lindon Ut
Curtiss Smith, CFP® - Net Worth Advisory Group - Sandy UT
Troy Knighton - Veritas Wealth Management LLC - Salt Lake City UT
Justin Chidester, CFP®, AFC® - Wealth Mode Financial Planning - Logan UT,
Kent Wilson - Wilson Financial Advisors, Inc. - Salt Lake City UT
Grant Olson, CFP®, MBA - Ronald Olson, Inc. - Lindon UT, Lehi UT
Jonathan Sycamore, CFP® - Physician Wealth Planning - Salt Lake City UT
Hyrum Smith, Ph.D., CFP®, CPA - Financial Planning Office LLC - Salt Lake City UT, Orem UT
Michael Berry - Net Worth Advisory Group, LLC - Sandy UT