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: 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
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
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
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
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
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
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
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.
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
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.
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
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
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
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.
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
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
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
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.
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
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
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
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
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
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.
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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)
