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

Tyler Petersen

CFP®

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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.

Paul Salisbury

CFP®, ChFC®, CLU®

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Nathan Cutler

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Dave Tate

ChFC®, CLU®

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Ryan Krantz

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Wyatt DeGooyer

CFP®

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Richard Janke

CFP®

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Dallin Cutler

CFP®

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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.

Mark Matley

ChFC® , CLU®

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Robert Davis

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Chuck Cutler

ChFC® , CLU®

EP Wealth Advisors

Salt Lake City, UT

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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.

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.

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

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.

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.

Troy Knighton

CFP®, CPA/PFS, MBA

Veritas Wealth Management LLC

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

Garrett Bybee

CFP®

Bybee Wealth Management

Roy, UT

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

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

Spencer Stephens

CFP®

Rooted Interest

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

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