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:

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

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

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

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

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

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

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.

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

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

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

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.

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

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

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

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

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.

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.

John Bird

CFA®, CFP®, MBA

Albion Financial Group

Salt Lake City, UT

Scott Cheney

Twin Peaks Wealth Management LLC

Salt Lake City, UT

Debra Knotts

CFP®, CLU®

Albion Financial Group

Salt Lake City, UT

Danielle Gregory

Albion Financial Group

Salt Lake City, UT

Devin Pope

CFP®, MBA

Albion Financial Group

Salt Lake City, UT

Doug Wells

CFA®, CFP®, MBA

Albion Financial Group

Salt Lake City, UT

Spencer Stephens

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

    Get Your Checklist

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