Fee-Only Financial Advisors in Utah

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".

Every Utah Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Blake Jones

CFP®, EA

Pomegranate Financial LLC

Springville, UT

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

Conquer Debt Without Touching Your 401k Through Custom Financial & Tax Strategies

I can work with clients anywhere!

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.

I can work with clients anywhere!

Lloyd Yamada

CFP®

Aspire Planning Associates, Inc.

Park City, UT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Executive Compensation, Estate and Philanthropic Planning, Tax Planning, Education Planning, Insurance and Risk Management, Debt Management, Rental and Vacation Property

Fee-Only Financial Planners serving the Greater Bay Area, in Cupertino, San Mateo & Walnut Creek, CA areas.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

James Sweeney

CFA®, CFP®, MBA

SwitchPoint Financial Planning

Lehi, UT

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Wealth Management

Fee-Only Financial Planner located in Lehi, Utah serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Aaron Best

CFP®

Best Wealth Advisory, LLC

Saint George, UT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Insurance Review, Tax Planning, Cash Flow/Debt Management, Estate and Legacy Planning

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Chad Parker

CFP®, ChFC®, CLU®

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

Mark Whitaker

CFP®, MSFP

Retirement Advice, LLC

Provo, UT

Specialties: Early retirement ACA healthcare planning, Retirement tax planning, Social Security maximization, Retirement income planning, Senior LDS Mission financial planning, BYU retirement planning, DMBA pension planning

Retire Early. Retire Well. Get the expert guidance you need to make a stress-free transition into retirement.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Stephen Lay

CFP®, RICP®

Curtain Wealth Planning

Park City, UT

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

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

Rhett Sorensen

CFP®

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Justin Chidester

CFP®, AFC®

Wealth Mode Financial Planning

Logan, UT

Sarah Bird

CFP®

Albion Financial Group

Salt Lake City, UT

Matthew Seppanen

CFP®

Newpark Wealth Management

Park City, UT

Daniel Ruske

CFP®

Peterson Wealth Advisors

Orem, UT

Neil Mahoney

CFP®

ABW Advisors, LLC

South Jordan, UT

Neal Hansen

Net Worth Advisory Group, LLC

Sandy, UT

Michael Berry

CFP®, MBA

Net Worth Advisory Group, LLC

Sandy, UT

Elizabeth Bernhard

CFP®, MBA

Albion Financial Group

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)

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