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 Utah 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".
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Every Utah Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Spencer Stephens
CFP®
Rooted Interest
Salt Lake City, UT
Specialties: Capped Fee Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Salt Lake City, UT, serving clients locally and across the country
Neal Marchant
CPA/PFS
EP Wealth Advisors
St. George, 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
Robert Aamodt
CFP®, MBA
Rock House Financial
Farmington, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Farmington, 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
James Sweeney
CFA®, CFP®, MBA
Switchpoint Financial Planning
Lehi, UT
Specialties: Retirement Income Planning, Investment Management, Tax Planning,
Fee-Only Financial Planner located near Salt Lake City, Utah and serving clients across the country
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
Brian Wilde
CFP®
EP Wealth Advisors
Logan, 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
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.
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.
Zachary Nelson
CFP®, MBA
Rock House Financial
Farmington, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Farmington, UT, serving clients locally and across the country
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
Mark Whitaker
MS, CFP®
Retirement Advice, LLC
Mapleton, UT
Specialties: Pre-retirement tax planning, Social Security Maximization, Retirement tax planning, Investing during retirement,
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.
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
Daniel Andersen
CFP®
Parkshore Wealth Management
Lehi, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
Brady Jardine
CFP®
EP Wealth Advisors
Logan, 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
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
Michael Berry
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
Kristy Donahoo
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
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
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
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
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
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
Brock Miller
MBA
EP Wealth Advisors
Logan, 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
Brooke Wadsworth
CPA/PFS
EP Wealth Advisors
St. George, 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
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
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
Nicole Roberts
CFP®
Rock House Financial
Farmington, UT
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, Divorce Financial Analysis
Fee-Only financial planner located in Farmington, UT, serving clients locally and across the country
Grant Olson
CFP®, MBA
R.O.I. Wealth Management
Lehi, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pleasant Grove, 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
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.
Aaron Best
CFP®
EP Wealth Advisors
St. George, 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
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.
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
Austin Beard
EP Wealth Advisors
Logan, 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
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
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.
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
Harold Anderson
CFP®
Parkshore Wealth Management
Lehi, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
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)
