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
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.
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
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
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
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.
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
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
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
Harold Anderson
CFP®
Parkshore Wealth Management
Lehi, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow - Offices in Granite Bay, CA | Folsom, CA | Lehi, UT | Logan, UT
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.
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.
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
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
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
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.
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
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
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.
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
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
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
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
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
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
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
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.
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
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
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
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.
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
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.
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
Daniel Andersen
CFP®
Parkshore Wealth Management
Lehi, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow - Offices in Granite Bay, CA | Folsom, CA | Lehi, UT | Logan, UT
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
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
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
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
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.
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.
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.
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
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
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
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)
