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

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

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

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

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

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

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

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

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.

Neal Marchant

CPA/PFS

EP Wealth Advisors

St. George, 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

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.

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

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

Austin Beard

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

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

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

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

Nathan Cutler

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

Aaron Best

CFP®

EP Wealth Advisors

St. George, 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

Mark Whitaker

MS, CFP®

COMING SOON!

Mapleton, UT

Coming Soon!

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

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

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

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

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

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

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

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

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

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.

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

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!

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

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.

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

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.

Brooke Wadsworth

CPA/PFS

EP Wealth Advisors

St. George, 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

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.

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

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

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

Spencer Stephens

CFP®

Rooted Interest

Salt Lake City, UT

Neil Mahoney

CFP®

ABW Advisors, LLC

South Jordan, UT

Matthew Seppanen

CFP®

Newpark Wealth Management

Park City, UT

Justin Chidester

CFP®, AFC®

Wealth Mode Financial Planning

Logan, 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.


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