Fee-Only Financial Planners in Salt Lake City, 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 Salt Lake City, UT:

Paul Winter

CFP®, CFA, MBA

Five Seasons Financial Planning

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 the country

Sarah Bird

CFP®

Albion Financial Group

Salt Lake City, UT

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

Fee-Only Financial Advising & Investment Managment in Salt Lake City, Utah

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 the country

Elizabeth Bernhard

CFP®, MBA

Albion Financial Group

Salt Lake City, UT

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

Fee-Only Financial Planner serving the Salt Lake City, UT area.

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.

Danielle Gregory

Albion Financial Group

Salt Lake City, UT

Troy Knighton

Veritas Wealth Management LLC

Salt Lake City, UT

Daniel Hannon

Burrus Financial Services, Inc.

Salt Lake City, UT

John Bird

Albion Financial Group

Salt Lake City, UT

Devin Pope

Albion Financial Group

Salt Lake City, UT

Spencer Stephens

Rooted Interest

Salt Lake City, UT

Stephen Estrada

Burrus Financial Services, Inc.

Salt Lake City, UT

Doug Wells

Albion Financial Group

Salt Lake City, UT

Scott Cheney

Twin Peaks Wealth Management LLC

Salt Lake City, UT

Kent Wilson

Wilson Financial Advisors, Inc.

Salt Lake City, UT

Jeffrey Bland

Burrus Financial Services, Inc.

Salt Lake City, UT

Jonathan Sycamore

Sycamore Wealth Planning

Salt Lake City, UT

Debra Knotts

Albion Financial Group

Salt Lake City, 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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