Fee-Only Financial Planners in Lehi, UT

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Lehi, UT:

Daniel Andersen

CFP®

Parkshore Wealth Management

Lehi, UT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area

Harold Anderson

CFP®

Parkshore Wealth Management

Lehi, UT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area

I can work with clients anywhere!

James Sweeney

CFA®, CFP®, MBA

Switchpoint Financial Planning

Lehi, UT

Specialties: Retirement Income Planning, Investment Management, Tax Planning,

Fee-Only Financial Planner located near Salt Lake City, Utah and serving clients across the country

Grant Olson

CFP®, MBA

R.O.I. Wealth Management

Lehi, UT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Pleasant Grove, UT serving clients locally and across the country

  • Refine Your Search

      Search By Zip Code or City


    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser