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
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.
Greg Simmons
CFP®
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
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
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Connor Bernal
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Marcus Blanchard
CFP®, WMCP®, ChFC®
Focal Point Financial Planning, LLC
Pleasant Grove, UT
Specialties: How to deal with an uncertain future, Protect your nest egg against market downturns, Help you NOT overpay Uncle Sam with your hard-earned dollars, Safely turn your investments into retirement paychecks, Keep you on track towards financial independence
I help folks over age 50 NOT get torpedoed by taxes in retirement
Morgan 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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Stephen Bauer
CFP®, AIF®
Evergreen Financial Group
Salt Lake City, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Asset Consolidation and Optimization, Tax Planning
Christian financial advisors with a biblical perspective. We provide expert guidance for outdoor enthusiasts, helping you navigate your financial journey with confidence.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Ray LeVitre
CFP®
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
Brock Nye
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
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.
Hyrum Smith
PhD, CFP®, CPA
Livet Wealth, 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 Spanish Fork, 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.
David Swapp
CFP®, MBA
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
J. Aldus Simmons
CFP®, MFPA
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Michael Berry
CFP®, MBA
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
Lyndsey Xa
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Hunter Brasher
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Curtiss Smith
CFP®
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Jen Swindler
CFP®, AFC®, CDFA®
Money Illustrated Advisory Services
Bluffdale, UT
Specialties: Financial Life Planning, Investment Management, Tax Planning, Debt Analysis, Risk Management, Business Planning, Divorce Financial Planning
Fee-Only financial planner empowering you in your financial journey. Located in Bluffdale, UT, serving clients locally and across the country
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
Refine Your Search
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)
