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

CFP®, MBA

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

CFP®, WMCP®, ChFC®

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

MS, CFP®, CRPC®

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.

    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

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