Fee-Only Financial Advisors in Salt Lake City, UT

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Salt Lake City, UT area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Salt Lake City, UT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Curtiss Smith

CFP®

Net Worth Advisory Group

Sandy, UT

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

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

I can work with clients anywhere!

Greg Simmons

CFP®

Net Worth Advisory Group

Sandy, UT

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

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

I can work with clients anywhere!

Chuck Cutler

ChFC® , CLU®

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Ryan Krantz

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Ray LeVitre

CFP®

Net Worth Advisory Group, LLC

Sandy, UT

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

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

I can work with clients anywhere!

Richard Janke

CFP®

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Mark Matley

ChFC® , CLU®

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Dave Tate

ChFC®, CLU®

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Tyler Petersen

CFP®

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Dallin Cutler

CFP®

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Nathan Cutler

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Paul Salisbury

CFP®, ChFC®, CLU®

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Robert Davis

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Spencer Stephens

CFP®

Five Financial Planning

Salt Lake City, UT

Specialties: Capped Fee Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning

Fee-Only financial planner located in Salt Lake City, UT, serving clients locally and across the country

I can work with clients anywhere!

Jared Empey

MSFS

TrueNorth Wealth / IMAFS

Salt Lake City, UT

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

Fee-Only financial planner located in Salt Lake City, UT and Boise, ID, serving clients locally and across both Utah & Idaho, with our large array of Financial Advisory Services ranging from wealth management and helping to sell a business, to estate planning and investment planning services.

I can work with clients anywhere!

Martin Watkins

CFP®

TrueNorth Wealth

Salt Lake City, UT

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

Fee-Only financial planner located in Salt Lake City, UT, serving clients locally and across Utah with our large array of Financial Advisory Services ranging from wealth management and helping to sell a business, to estate planning and investment planning services.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Kevin Michels

CFP®, EA

Medicus Wealth Planning, Inc.

Draper, UT

Specialties: Hourly Financial Planning, Fee-Only Investment Management

I specialize in tax-efficient investment management and financial planning.

I can work with clients anywhere!

Wyatt DeGooyer

CFP®

EP Wealth Advisors

Salt Lake City, UT

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Troy Knighton

CFP®, CPA/PFS, MBA

Veritas Wealth Management LLC

Salt Lake City, UT

Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning

Fee-Only financial planner located in Salt Lake City, UT, serving clients locally and across the country

I can work with clients anywhere!

David Swapp

CFP®, MBA

Net Worth Advisory Group, LLC

Sandy, UT

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

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

I can work with clients anywhere!

Paul Winter

MBA, CFA®, CFP®

Five Seasons Financial Planning

Salt Lake City, UT

Specialties: Personalized Investment Management, Integrated Financial Planning, Retirement Planning and Projections, Retirement Income Strategies, Tax Planning

Fee-Only financial planner located in Salt Lake City, UT, serving clients locally and across the country

I can work with clients anywhere!

Garrett Bybee

CFP®

Bybee Wealth Management

West Haven, UT

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

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

I can work with clients anywhere!

Sam Watkins

CFP®

TrueNorth Wealth

Salt Lake City, UT

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

Fee-Only financial planner located in Salt Lake City, UT, serving clients locally and across Utah with our large array of Financial Advisory Services ranging from wealth management and helping to sell a business, to estate planning and investment planning services.

Elizabeth Bernhard

CFP®, MBA

Albion Financial Group

Salt Lake City, UT

Sarah Bird

CFP®

Albion Financial Group

Salt Lake City, UT

Michael Berry

CFP®, MBA

Net Worth Advisory Group, LLC

Sandy, UT

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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

    Get Your Checklist

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