Fee-OnlyFinder

Advisers in Salt Lake City, UT

47 advisers in Salt Lake City — 47 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (38)Hourly fees (24)Flat / fixed fees (25)% of assets managed (46)Retirement plan consulting (17)

All advisers

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 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 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 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 reportedCherokee & Walker Management6440 South Wasatch Boulevard, Suite 200 · Salt Lake City, UT 84121 · (801) 278-7800 · % of assets managedCRD 160962 · % of assets, Performance-based fees · $100.8 million AUMSEC registeredNo commissions reportedCottonwood Asset Management LLC4505 South Wasatch Blvd, #300 · Salt Lake City, UT 84124 · (801) 520-1353 · Financial planningCRD 153036 · % of assets, Hourly charges · $15.9 million AUMState registeredNo commissions reportedCottonwood Wealth Strategies, LLC650 South 500 West, Suite #185 · Salt Lake City, UT 84101 · (385) 853-5000 · Financial planningCRD 311272 · % of assets, Hourly charges, Fixed fees · $279.0 million AUMSEC registeredNo commissions reportedCrewe Advisors650 S. Main Street, Suite 700 · Salt Lake City, UT 84101 · (385) 355-2700 · Financial planningCRD 173920 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reported
Cynosure Group, LLC111 South Main Street, Suite 2350 · Salt Lake City, UT 84111 · (801) 521-3100 · Financial planningCRD 281399 · % of assets, Fixed fees, Performance-based fees · $9.8 billion AUMSEC registeredNo commissions reportedCynosure Portfolio Advisors LLC111 South Main Street, Suite 2350 · Salt Lake City, UT 84111 · (801) 521-3100 · Financial planningCRD 337747 · % of assets, Hourly charges, Fixed fees · $5.8 million AUMSEC registeredNo commissions reportedDentist Advisors6440 S Wasatch Blvd., Suite 215 · Salt Lake City, UT 84121 · (801) 748-1243 · Financial planningCRD 149559 · % of assets, Hourly charges, Fixed fees · $504.0 million AUMSEC registeredNo commissions reportedFinancial Advisory Services2225 E. Murray Holladay Rd., Suite 210 · Salt Lake City, UT 84117 · (801) 532-1200 · Financial planningCRD 118496 · % of assets, Hourly charges, Performance-based fees · $146.6 million AUMSEC registeredNo commissions reportedFortius Financial Advisors, LLC5445 South Highland Drive, Suite a · Salt Lake City, UT 84117 · (888) 365-7009 · % of assets managedCRD 128060 · % of assets · $10.9 million AUMState registeredNo commissions reportedGuardian Wealth Management299 South Main Street, Suite 1300 · Salt Lake City, UT 84111 · (385) 355-4455 · Financial planningCRD 146923 · % of assets, Fixed fees · $174.8 million AUMSEC registeredNo commissions reportedHaynie Wealth Management LLC1785 West 2320 South · Salt Lake City, UT 84119 · (512) 537-8241 · Financial planningCRD 305852 · % of assets · $106.6 million AUMSEC registeredNo commissions reportedJacobsen Capital Management101 South 200 East, Suite 524 · Salt Lake City, UT 84111 · (801) 746-7171 · Financial planningCRD 116085 · % of assets, Hourly charges, Fixed fees · $562.9 million AUMSEC registeredNo commissions reportedJhp Planning, LLC5505 South 900 East, Suite 120 · Salt Lake City, UT 84117 · (385) 388-4386 · Financial planningCRD 336436 · % of assets, Hourly charges, Fixed fees · $86.6 million AUMState registeredNo commissions reportedLefavi Wealth Management2323 Foothill Dr., Suite 100 · Salt Lake City, UT 84109 · (801) 486-9000 · Financial planningCRD 104961 · % of assets, Fixed fees · $445.0 million AUMSEC registeredNo commissions reportedLifepoint Financial Design26 S Rio Grande, #2072 · Salt Lake City, UT 84101 · (805) 234-7288 · Financial planningCRD 321153 · % of assets, Fixed fees · $18.8 million AUMState registeredNo commissions reportedMaximus Wealth Advisors517 South 200 West Garden Level, Suite 10 · Salt Lake City, UT 84101 · (801) 870-7510 · Financial planningCRD 299455 · % of assets, Hourly charges, Fixed fees · $8.0 million AUMState registeredNo commissions reportedNarus Financial Partners, LLC1245 E. Brickyard Road, Suite 160 · Salt Lake City, UT 84106 · (866) 534-0530 · Financial planningCRD 173534 · % of assets, Hourly charges, Fixed fees · $559.0 million AUMSEC registeredNo commissions reportedNavigate Financial LLC999 E. Murray Holladay Rd, Suite 202 · Salt Lake City, UT 84117 · (801) 905-1644 · Financial planningCRD 325945 · % of assets, Hourly charges, Subscription fees · $337.9 million AUMSEC registeredNo commissions reportedNorth Capital623 E Fort Union Blvd., Suite 101 · Salt Lake City, UT 84047 · Financial planningCRD 148802 · % of assets, Hourly charges, Fixed fees · $365.8 million AUMSEC registeredNo commissions reportedOctant Quantitative Investment Management LLC2055 East 3900 South Suite #100, Suite 100 · Salt Lake City, UT 84124 · (307) 201-6275 · % of assets managedCRD 165355 · % of assets, Performance-based fees · $128.2 million AUMSEC registeredNo commissions reportedPeterson Rogers Private Wealth, LLC5305 S Highland Drive, Suite 100 · Salt Lake City, UT 84117 · (801) 992-9783 · Financial planningCRD 324001 · % of assets · $177.1 million AUMSEC registeredNo commissions reportedPhysician Wealth Advisors, INC.6820 South 900 East, Suite 200 · Salt Lake City, UT 84047 · (801) 747-0800 · Financial planningCRD 106043 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedPl Wealth Advisors, LLC650 South 500 West, Suite 128 · Salt Lake City, UT 84101 · (800) 870-8670 · Financial planningCRD 170887 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedR.d. Thompson Investments699 East South Temple, Ste 230 · Salt Lake City, UT 84102 · (801) 363-1952 · % of assets managedCRD 104738 · % of assets · $75.6 million AUMState registeredNo commissions reportedRefined Wealth Management515 South 1000 East, Suite L2 · Salt Lake City, UT 84102 · (385) 351-0200 · Financial planningCRD 169563 · % of assets, Fixed fees · $210.9 million AUMSEC registeredNo commissions reportedRigby Watts Investment Advisors3179 S. Highland Drive Suite 201 · Salt Lake City, UT 84106 · (801) 870-1160 · Financial planningCRD 302078 · % of assets, Hourly charges · $50.0 million AUMState registeredNo commissions reportedSepio Capital, LP2795 E Cottonwood Parkway, Suite 600 · Salt Lake City, UT 84121 · (415) 915-3708 · Financial planningCRD 285645 · % of assets, Fixed fees, Performance-based fees · $5.6 billion AUMSEC registeredNo commissions reportedSeven Canyons Advisors, LLC22 East 100 South, 4th Floor · Salt Lake City, UT 84111 · (801) 349-2718 · Flat / fixed feesCRD 290334 · % of assets, Fixed fees, Performance-based fees · $90.0 million AUMSEC registeredNo commissions reportedSlayton Lewis INC22 East 100 South, Third Floor · Salt Lake City, UT 84111 · (801) 521-2191 · Financial planningCRD 114596 · % of assets, Hourly charges, Fixed fees · $334.4 million AUMSEC registeredNo commissions reportedSorenson Impact Advisory6330 S 3000 E - Suite 630 · Salt Lake City, UT 84121 · (801) 877-0915 · % of assets managedCRD 324124 · % of assets · $255.1 million AUMSEC registeredNo commissions reportedSteward Financial Services, LLC5675 South Redwood Road, Unit 11 · Salt Lake City, UT 84123 · (801) 716-2596 · Financial planningCRD 153609 · % of assets, Hourly charges · $61.6 million AUMState registeredNo commissions reportedThe Prudent Planner, LLC333 Pierpont Avenue, Suite 4 · Salt Lake City, UT 84101 · (801) 201-7012 · Financial planningCRD 285028 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedThree Seasons Wealth111 East Broadway, Ste 1250 · Salt Lake City, UT 84111 · (801) 662-0585 · Financial planningCRD 326517 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedTingey Advisors INC2101 East Murray-Holladay Road, Suite 200 · Salt Lake City, UT 84117 · (801) 352-8166 · Financial planningCRD 107539 · % of assets, Hourly charges · $477.7 million AUMSEC registeredNo commissions reportedTruenorth Wealth1935 Vine Street, Suite 120 · Salt Lake City, UT 84121 · (801) 274-1820 · Financial planningCRD 142205 · % of assets, Hourly charges, Other · $1.3 billion AUMSEC registeredNo commissions reportedVeritas Wealth Management, LLC2180 South 1300 East, Suite 360 · Salt Lake City, UT 84106 · (801) 596-9999 · Financial planningCRD 160600 · % of assets · $135.8 million AUMSEC registeredNo commissions reportedWasatch Advisors LP505 Wakara Way, 3rd Floor · Salt Lake City, UT 84108 · (801) 533-0777 · % of assets managedCRD 106081 · % of assets, Performance-based fees · $23.3 billion AUMSEC registeredNo commissions reportedWealth Foundations Partners, LLC50 W Broadway Ste 333, Pbm 181231 · Salt Lake City, UT 84101 · (888) 785-0020 · % of assets managedCRD 330999 · % of assets · $110.5 million AUMSEC registeredNo commissions reportedWealth Management Cpas, LLC7084 South 2300 East · Salt Lake City, UT 84121 · (801) 272-4357 · Financial planningCRD 310096 · % of assets, Hourly charges · $329.2 million AUMSEC registeredNo commissions reportedWilson Financial Advisors, INC.230 South 500 East, Suite #120 · Salt Lake City, UT 84102 · (801) 355-5210 · Financial planningCRD 116274 · Hourly charges, Fixed feesState registeredNo commissions reportedWilson Wealth Management, INC.1555 East Stratford Avenue, Ste 100 · Salt Lake City, UT 84106 · (801) 467-5300 · Financial planningCRD 294731 · % of assets, Hourly charges, Fixed fees · $78.1 million AUMState registeredNo commissions reported
Talking to advisers in Salt Lake City? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.