Fee-Only Financial Planners in Utah

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 Utah:

James Zeberlein

CFP®, MBA

Medicus Wealth Planning

Draper, UT

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

I specialize in providing fee-only comprehensive financial planning for individuals & families throughout Utah.

James Sweeney

CFA, CFP®

Switchpoint Financial Planning

Lehi, UT

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

Fee-Only Financial Planner located near Salt Lake City, Utah and serving clients 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

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.

Paul Winter

CFP®, CFA, MBA

Five Seasons Financial Planning

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

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.

Matthew Seppanen

Newpark Wealth Management

Park City, UT

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

Fee-Only Financial Planner and Investment Manager located in Park City, UT

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 the country

Debra Knotts

Albion Financial Group

Salt Lake City, UT

John Bird

Albion Financial Group

Salt Lake City, UT

Stephen Estrada

Burrus Financial Services, Inc.

Salt Lake City, UT

Scott Cheney

Twin Peaks Wealth Management LLC

Salt Lake City, UT

David Swapp

Net Worth Advisory Group, LLC

Sandy, UT

Curtiss Smith

CFP®

Net Worth Advisory Group

Sandy, UT

Benjamin Olson

Ronald Olson, Inc.

Lindon, UT

Daniel Hannon

Burrus Financial Services, Inc.

Salt Lake City, UT

Troy Knighton

Veritas Wealth Management LLC

Salt Lake City, UT

Michael Berry

Net Worth Advisory Group, LLC

Sandy, UT

Kent Wilson

Wilson Financial Advisors, Inc.

Salt Lake City, UT

Neil Mahoney

ABW Advisors, LLC

South Jordan, UT

Grant Olson

Ronald Olson, Inc.

Lindon, UT

Doug Wells

Albion Financial Group

Salt Lake City, UT

Hyrum Smith

Financial Planning Office LLC

Orem, UT

Justin Chidester

CFP®, AFC®

Wealth Mode Financial Planning, LLC

Logan, UT

Jeffrey Bland

Burrus Financial Services, Inc.

Salt Lake City, UT

Spencer Stephens

Rooted Interest

Salt Lake City, UT

Devin Pope

Albion Financial Group

Salt Lake City, UT

Danielle Gregory

Albion Financial Group

Salt Lake City, UT

Jonathan Sycamore

Sycamore Wealth Planning

Salt Lake City, UT

Ray LeVitre

Net Worth Advisory Group, LLC

Sandy, UT

Braden Jeppsen

Invex Financial, LLC

Kaysville, UT

David Luke

Medicus Wealth Planning, Inc.

Draper, UT

  • 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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