Fee-OnlyFinder

Advisers in Utah

190 advisers in 43 Utah cities, 190 registered with SEC or state.

Financial planning (156)Hourly fees (98)Flat / fixed fees (111)% of assets managed (181)Retirement plan consulting (67)

Cities

Salt Lake City47 advisersLehi18 advisersSouth Jordan13 advisersProvo12 advisersDraper10 advisersOrem8 advisersSt. George7 advisersSandy7 advisersCottonwood Heights6 advisersHolladay6 advisersLogan5 advisersBountiful4 advisersFarmington4 advisersCenterville3 advisersOgden3 advisersMidvale3 advisersCedar City3 advisersAmerican Fork2 advisersPark City2 advisersHighland2 advisersMurray2 advisersAlpine2 advisersMillcreek1 adviserBluffdale1 adviserNorth Logan1 adviserSaint George1 adviserWoods Cross1 adviserVernal1 adviserTooele1 adviserWest Jordan1 adviserWest Valley1 adviserCedar Hills1 adviserNorth Salt Lake1 adviserSpanish Fork1 adviserHeber1 adviserRiverton1 adviserLindon1 adviserClearfield1 adviserSouth Ogden1 adviserPleasant Grove1 adviserMapleton1 adviserRoy1 adviserNorth Ogden1 adviser

Top advisers in Utah

Abacus Investment Advisors2022 South 2100 East, #103 · Salt Lake City, UT 84108 · (801) 944-0145 · Financial planningCRD 147556 · % of assets, Hourly charges · $18.2 million AUMState registeredNo commissions reportedAbg Consultants6975 S Union Park Ctr, #644 · Cottonwood Heights, UT 84047 · (801) 486-5069 · Financial planningCRD 131129 · % of assets, Hourly charges, Fixed fees · $697.4 million AUMSEC registeredNo commissions reportedAble & Strong Advisors, INC.380 N. 200 W. #102 · Bountiful, UT 84010 · (385) 212-4560 · Financial planningCRD 130069 · % of assets · $45.4 million AUMState registeredNo commissions reportedAccuvest Global Advisors, INC.3575 N. 100 E., Suite 350 · Provo, UT 84604 · (925) 930-2882 · Flat / fixed feesCRD 134096 · % of assets, Fixed fees, Performance-based fees · $630.5 million AUMSEC registeredNo commissions reportedAffinity Financial, LLC670 E 3900 S, Ste 106 · Millcreek, UT 84107 · (801) 703-5255 · Financial planningCRD 311700 · % of assets, Hourly charges, Fixed fees · $1.8 million AUMState registeredNo commissions reportedAffinity Wealth Resources, LLC955 West 14730 South, #603 · Bluffdale, UT 84065 · (385) 355-0936 · Hourly feesCRD 288613 · Hourly charges, Subscription feesState registeredNo commissions reportedAg Financial2825 East Cottonwood Parkway, Suite 500 · Salt Lake City, UT 84121 · (801) 990-3470 · Flat / fixed feesCRD 140226 · % of assets, Fixed fees · $103.5 million AUMSEC registeredNo commissions reportedAlbion Financial Group812 East 2100 South · Salt Lake City, UT 84106 · (801) 487-3700 · Financial planningCRD 105957 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedAlliance Wealth Advisors, LLC1148 West Legacy Crossing Blvd., Suite 110 · Centerville, UT 84014 · (801) 683-6000 · Financial planningCRD 314668 · % of assets · $552.0 million AUMSEC registeredNo commissions reportedAllred Jackson Financial Planning, LLC50 East 2500 North, Suite 200 · North Logan, UT 84341 · (435) 752-6441 · Financial planningCRD 160139 · % of assets · $32.0 million AUMState registeredNo commissions reportedAlta Capital Management LLC6440 South Wasatch Blvd, Suite 260 · Salt Lake City, UT 84121 · (801) 274-6010 · Financial planningCRD 106786 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedAltura Private Wealth LLC839 Camille Cir · Centerville, UT 84014 · (801) 574-0308 · Financial planningCRD 340533 · % of assets, Fixed fees, Performance-based fees · $129.1 million AUMSEC registeredNo commissions reportedAndina Advisors1300 N 200 E, Suite 112 · Logan, UT 84341 · (435) 250-3700 · Financial planningCRD 151762 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAscend Investment Partners2225 Washington Blvd., Suite 110 · Ogden, UT 84401 · (801) 476-1200 · Financial planningCRD 307667 · % of assets, Hourly charges · $661.4 million AUMSEC registeredNo commissions reportedAshworth Wealth, LLC897 W. Baxter Dr. · South Jordan, UT 84095 · (801) 364-4400 · Financial planningCRD 116950 · % of assets, Hourly charges, Fixed fees · $377.8 million AUMSEC registeredNo commissions reportedAspen Capital Management LLC1173 South 250 West, Suite#105 · Saint George, UT 84770 · (435) 275-2810 · Financial planningCRD 226559 · Hourly charges, Other · $40.8 million AUMState registeredNo commissions reportedAspen Ridge Wealth Management, LLC10808 S River Front Parkway, Suite 3048 · South Jordan, UT 84095 · (801) 996-7600 · Financial planningCRD 333177 · % of assets, Hourly charges, Fixed fees · $20.8 million AUMState registeredNo commissions reportedAthos Private Wealth LLC4725 S Holladay Blvd, Suite 130 · Holladay, UT 84117 · (435) 252-1099 · Financial planningCRD 309862 · % of assets, Performance-based fees · $268.5 million AUMSEC registeredNo commissions reportedB.o.s.s. Retirement Advisors, LLC2500 Executive Parkway, Suite 500 · Lehi, UT 84048 · (801) 990-5055 · Financial planningCRD 171143 · Fixed fees, Other · $1.4 billion AUMSEC registeredNo commissions reportedBeacon Financial Planning, LLC95 West 100 South, Suite 210 · Logan, UT 84321 · (435) 752-6496 · Financial planningCRD 121462 · % of assets, Hourly charges, Fixed fees · $62.1 million AUMState registeredNo commissions reportedBlack Bridge Advisors, LLC2262 S 1200 W Ste 102 · Woods Cross, UT 84087 · (801) 232-8273 · Financial planningCRD 330047 · % of assets, Hourly charges, Fixed fees · $29.0 million AUMState registeredNo commissions reportedBlue Barn Wealth370 West Center Street · Orem, UT 84057 · (801) 466-4101 · Financial planningCRD 107202 · % of assets, Hourly charges, Fixed fees · $317.1 million AUMSEC registeredNo commissions reportedBlue Diamond Capital Investment Advisors180 N University Ave, Suite 250 · Provo, UT 84601 · (801) 932-0311 · Financial planningCRD 333059 · Hourly charges, Fixed fees · $301.4 million AUMSEC registeredNo commissions reportedBrighter Retirement Advisors LLC2000 Ashton Blvd, Ste. 120 · Lehi, UT 84043 · (801) 901-0987 · Financial planningCRD 321746 · % of assets, Fixed fees · $58.4 million AUMState registeredNo commissions reportedBrighton Wealth Management, INC.6975 Union Park Ave., #600 · Cottonwood Heights, UT 84047 · (801) 261-1611 · Financial planningCRD 148457 · % of assets, Hourly charges, Fixed fees · $131.9 million AUMSEC registeredNo commissions reportedBurrus2455 E Parley's Way, Suite 115 · Salt Lake City, UT 84109 · (801) 532-0505 · Financial planningCRD 141435 · % of assets · $240.7 million AUMSEC registeredNo commissions reportedCannon Capital Management, INC.6768 South 1300 East · Salt Lake City, UT 84121 · (801) 566-3190 · Financial planningCRD 144247 · % of assets · $386.1 million AUMSEC registeredNo commissions reportedCapita Financial Network, LLC14658 S. Bangerter Pkwy, Ste 300 · Draper, UT 84020 · (801) 566-5058 · Financial planningCRD 290558 · % of assets · $2.3 billion AUMSEC registeredNo commissions reportedCapital Wealth, LLC3400 N Ashton Blvd, Suite 190 · Lehi, UT 84048 · (801) 210-2800 · Financial planningCRD 289574 · % of assets, Hourly charges, Fixed fees · $116.0 million AUMSEC registeredNo commissions reportedCasull Financial Advisory, LLC10421 South Jordan Gateway, Suite 600 · South Jordan, UT 84095 · (801) 495-7070 · Hourly feesCRD 170053 · % of assets, Hourly charges, Fixed fees · $5.9 million AUMState registeredNo commissions reported