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
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Michael Berry
CFP®, MBA
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
Greg Simmons
CFP®
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
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
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.
Jordan Naffa
MBA, MS-PFP, CFP®
Arista Wealth Management
Draper, UT
Specialties: TAX Planning, Social Security Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Insurance Planning, Restricted Stock Units, Deferred Compensation, 401(k), Cash Balance Plans
Fee-Only financial planner located in Las Vegas, NV, Scottsdale, AZ and Draper, UT. We focus on your wealth so you can focus on your dreams.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
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.
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.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Daniel Andersen
CFP®
Parkshore Wealth Management
Lehi, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning
Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow - Offices in Granite Bay, CA | Folsom, CA | Lehi, UT | Logan, UT
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
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
Curtiss Smith
CFP®
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
Brock Nye
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Lyndsey Xa
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Hyrum Smith
PhD, CFP®, CPA
Livet Wealth, 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 Spanish Fork, UT, serving clients locally and across the country
Andrew Fonda
Net Worth Advisory Group, LLC
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
Connor Bernal
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Jen Swindler
CFP®, AFC®, CDFA®
Money Illustrated Advisory Services
Bluffdale, UT
Specialties: Financial Life Planning, Investment Management, Tax Planning, Debt Analysis, Risk Management, Business Planning, Divorce Financial Planning
Fee-Only financial planner empowering you in your financial journey. Located in Bluffdale, 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 Lehi, UT serving clients locally and across the country
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Ray LeVitre
CFP®
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
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.
J. Aldus Simmons
CFP®, MFPA
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Ty Smith
EP Wealth Advisors
Providence, UT
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Marcus Blanchard
CFP®, WMCP®, ChFC®
Focal Point Financial Planning, LLC
Pleasant Grove, UT
Specialties: How to deal with an uncertain future, Protect your nest egg against market downturns, Help you NOT overpay Uncle Sam with your hard-earned dollars, Safely turn your investments into retirement paychecks, Keep you on track towards financial independence
I help folks over age 50 NOT get torpedoed by taxes in retirement
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Stephen Bauer
CFP®, AIF®
Evergreen Financial Group
Salt Lake City, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Asset Consolidation and Optimization, Tax Planning
Christian financial advisors with a biblical perspective. We provide expert guidance for outdoor enthusiasts, helping you navigate your financial journey with confidence.
David Swapp
CFP®, MBA
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
Cole Loveland
EP Wealth Advisors
St. George, UT
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
James Sweeney
CFA®, CFP®, MBA
SwitchPoint Financial Planning
Lehi, UT
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Wealth Management
We offer retirement planning and investment management for a flat fee. Our singular objective is to help you achieve your financial goals.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Lloyd Yamada
CFP®
Aspire Planning Associates
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.
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.
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)
