Fee-Only Financial Planners in Orem, 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 Orem, UT:

Grant Olson


R.O.I. Wealth Management

Oren, 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

Marcus Blanchard


Focal Point Financial Planning, LLC

Pleasant Grove, UT

Specialties: Deferring Capital Gains, Strategies To Avoid Overpaying The IRS, Protecting Your Nest Egg, Maximizing Your After-Tax Investments

Fee-Only financial planner helping Business Owners defer capital gains from selling their business or real estate, & helping Professionals age 50+ prepare for retirement and not get killed in taxes.

Mark Whitaker


Peterson Wealth Advisors

Orem, UT

Specialties: Retirement Income Planning, Social Security Maximization, Pension Maximization, Tax Reduction Strategies for Retirees, Charitable Giving Tax-Saving Strategies, Investment Management for Retirees, Comprehensive Financial Planning for Retirees,

A Utah-based Fee-Only financial advisor helping professionals transition into retirement, maximize retirement income, and reduce taxes during retirement.

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

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

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

    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

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