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:
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.
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
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.
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.
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.
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
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
Brian Wilde
CFP®
EP Wealth Advisors
Logan, 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
Neil Mahoney
CFP®
ABW Advisors, LLC
South Jordan, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Special Needs Planning, Investment Management, Tax Planning
Fee-Only financial planner located in South Jordan, UT, serving clients locally and across the country
Mark Whitaker
MS, CFP®, CRPC®
Peterson Wealth Advisors
Orem, UT
Specialties: Retirement Income Planning, Social Security Maximization, Pension Maximization, Tax Reduction Strategies for Retirees, Charitable Giving Tax-Saving Strategies, Investment Management for Retirees, Comprehensive Financial Planning for Retirees,
A Utah-based Fee-Only financial advisor helping professionals transition into retirement, maximize retirement income, and reduce taxes during retirement.
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
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
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
Wyatt DeGooyer
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
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
Brady Jardine
CFP®
EP Wealth Advisors
Logan, 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
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
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
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
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
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
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
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.
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
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
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
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
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.
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
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
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
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
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
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
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
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
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)
