Flat fee financial advisors in Utah
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Utah is $2,050, from 62 firms that filed as flat fee financial advisors and list a price. The middle half charge $1,000-$5,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $2,050 | $1,000-$5,500 | 62 firms |
Flat fee financial advisors in Utah and their published fees
62 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Brighter Retirement Advisors LLCLehi | Not published | $50-$500 | Not published |
| Peak Investment Coaching, LLCLogan | Not published | $95-$495 | Not published |
| Portside Wealth Group, LLCProvo | Not published | $150-$350 | Not published |
| Gajardo Wealth Management LLCLehi | Not published | $200-$2,000 | Not published |
| Connect Financial AdvisorsProvidence | Not published | $250-$1,000 | Not published |
| John Mcandrew Financial Advisors LLCHeber City | Not published | $250-$1,000 | Not published |
| Abg ConsultantsCottonwood Heights | $250/hr | $300-$1,500 | Not published |
| JRS Wealth Management LLCSouth Jordan | $250/hr | $300-$10,000 | Not published |
| Navigate Private Wealth, LLCDraper | $150-$450/hr | $400-$20,000 | Not published |
| Andina AdvisorsLogan | $500/hr | $500 | Not published |
| F2f Retirement, LLCTooele | $150/hr | $500-$1,500 | Not published |
| Ferguson Financial AdvisorsNewton | $150/hr | $500-$3,000 | Not published |
| Fletcher Capital ManagementLehi | $75/hr | $500-$3,500 | Not published |
| Ha Wealth Advisors Inc.Cedar City | Not published | $500-$5,000 | Not published |
| Jacobsen Capital ManagementSalt Lake City | $500/hr | $500-$15,000 | Not published |
| JDS Investment ManagementSalt Lake City | $150/hr | $500-$2,000 | Not published |
| Lanning Financial Inc.Sandy | Not published | $500 | $500/yr |
| Meridian InvestingHighland | $75/hr | $500-$750 | $300-$500/mo |
| Provident Living Financial ServicesLehi | $200/hr | $500 | $60/mo |
| Snow Canyon Financial Planning LLCSt. George | Not published | $500-$2,500 | Not published |
| Soltis Investment Advisors, LLCSt. George | Not published | $500-$50,000 | $2,500-$6,000/mo |
| The Professional Financial Company LLCOrem | Not published | $500-$25,000 | Not published |
| Vantage Point Investments, Inc.Herriman | $250/hr | $500 | Not published |
| Managed Wealth Advantage, LLCSaint George | Not published | $600-$1,500 | Not published |
| Coign Capital Advisors LLCDraper | Not published | $700-$5,000 | Not published |
| JHP Planning, LLCSalt Lake City | $200/hr | $700-$3,500 | Not published |
| Guardian Wealth ManagementSalt Lake City | Not published | $750 | Not published |
| Twin Peaks Wealth Management LLCCottonwood Heights | $150/hr | $750 | Not published |
| Colwyn Investments LCSouth Jordan | $150/hr | $1,000-$2,500 | Not published |
| Galleon Wealth Advisors LLCVineyard | Not published | $1,000-$10,000 | Not published |
| Gemini WealthTaylorsville | Not published | $1,000-$2,000 | Not published |
| Iron Gate Global AdvisorsNorth Salt Lake | Not published | $1,000-$5,000 | Not published |
| M2 Financial LLCCottonwood Heights | Not published | $1,000 | Not published |
| Medicus Wealth Planning, Inc.Draper | Not published | $1,000-$3,500 | Not published |
| New Millennium GroupSandy | $150/hr | $1,000-$10,000 | Not published |
| Proactive Wealth Management, Inc.Draper | Not published | $1,000-$10,000 | Not published |
| Rainey Wealth Management LLCSalt Lake City | $250/hr | $1,000 | $2,500/yr |
| Strategic Planning GroupBountiful | Not published | $1,000 | Not published |
| Switchpoint Financial Planning LLCLehi | $300/hr | $1,000-$3,000 | $6,800-$30,000/yr |
| Tanara Wealth Management LLCLehi | $500/hr | $1,000 | Not published |
| Vitality Capital Management, LLCSouth Jordan | $150-$250/hr | $1,000-$10,000 | Not published |
| My Prosper TeamLehi | $250/hr | $1,200 | Not published |
| Grinnell Capital, LLCPark City | Not published | $1,250 | Not published |
| B6 CapitalWellsvilleNo AUM fee | $195/hr | $1,500-$3,500 | Not published |
| Hanks Capital Management, LLCDraper | Not published | $1,500-$2,500 | Not published |
| Jaeger Wealth AdvisorsSalt Lake City | $250/hr | $1,500-$10,000 | Not published |
| Narus Financial Partners, LLCSalt Lake City | $200/hr | $1,500-$10,000 | Not published |
| The Prudent Planner, LLCSalt Lake City | Not published | $1,500-$3,000 | Not published |
| Financial Prosperity, Inc.Park City | Not published | $1,650-$2,950 | Not published |
| Outpost Advisors, LLCHolladay | $150/hr | $1,999 | Not published |
| Winter Harbor Advisors, L.L.C.Salt Lake City | $175-$225/hr | $2,250-$22,500 | Not published |
| Albion Financial GroupSalt Lake City | $250-$500/hr | $2,500-$50,000 | Not published |
| Platform Wealth AdvisorsHolladay | Not published | $2,500-$10,000 | Not published |
| Retirement Solutions Investments, Inc.Provo | Not published | $2,500 | Not published |
| Sunset Retirement Advisors LLCProvo | $150/hr | $2,500 | $20,000/yr |
| Optimal Investment Performance, LLCAmerican ForkNo AUM fee | $300/hr | $3,800 | Not published |
| Montage Financial AdvisorsLehi | $350/hr | $4,000-$6,000 | Not published |
| RFK Capital ManagementSandyNo AUM fee | Not published | $4,500 | Not published |
| Drive Wealth AdvisersLehi | $300/hr | $5,000-$50,000 | Not published |
| PL Wealth Advisors, LLCSalt Lake City | $150/hr | $5,000-$15,000 | Not published |
| Stonebriar Wealth, LLCLehi | Not published | $5,500 | Not published |
| Crewe AdvisorsSalt Lake City | Not published | $6,000-$150,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (77)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 114TH Financial LC, South Jordan
- Albility Planning, Mapleton
- Artstone Private Wealth, Lehi
- Balanced Capital, Heber City
- Black Salt Advisors LLC, Salt Lake City
- Blue Barn Wealth, Orem
- Cottonwood Wealth Strategies, LLC, Salt Lake City
- Crockett Wealth Management, Inc., Sandy
- Encore Retirement Planning, LLC, South Jordan
- Family Wealth Advisors, Farmington
- Fenway Financial, LLC, Payson
- Goalen Capital Advisors, LLC, West Valley
- Livet Wealth, LLC, Spanish Fork
- Money Illustrated Advisory Services, Bluffdale
- Navigate Financial LLC, Salt Lake City
- Oak Lane Advisors, Centerville
- Peterson Wealth Services Inc., South Ogden
- Pomegranate Financial LLC, Springville
- Promontory Financial Planning, LLC, Farmington
- Refined Wealth Management, Salt Lake City
- Retirement Advice LLC, Provo
- Slayton Lewis Inc, Salt Lake City
- Solidarity Wealth, LLC, Lehi
- Squire Wealth Advisors, Orem
- Stream Financial Advice, LLC, Orem
- Taxwise Wealth Planning LLC, Farmington
- Tech Wealth, LLC, Lehi
- The Karras Company, Inc., Roy
- Timpanogos Financial Advisors, Inc., Orem
- Wealth Innovation Group, Logan
- A & C Investment, Inc., Salt Lake City
- Affinity Financial, LLC, Millcreek
- Altura Private Wealth LLC, Centerville
- Aspen Ridge Wealth Management, LLC, South Jordan
- B.o.s.s. Retirement Advisors, LLC, Lehi
- Beacon Financial Planning, LLC, Logan
- Black Bridge Advisors, LLC, Woods Cross
- Blue Diamond Capital Investment Advisors, Provo
- Brighton Wealth Management, Inc., Cottonwood Heights
- Bybee Wealth Management LLC, West Haven
- Capital Wealth, LLC, Lehi
- Cynosure Group, LLC, Salt Lake City
- Cynosure Portfolio Advisors LLC, Salt Lake City
- Dance Investment Partners, LLC, St. George
- Dentist Advisors, Salt Lake City
- Deseret Point Partners LLC, Salt Lake City
- Echelons Capital, LLC, Park City
- Elevated Capital Advisors, LLC, Draper
- Elysium Wealth Management, LLC, South Jordan
- Exponent Wealth LLC, Orem
- Fiduciary Advisors, LLC, Cottonwood Heights
- Gygi Capital Management, Cedar Hills
- Keeler Thomas Management LLC, Orem
- Landmark Wealth Advisors, LLC, Farmington
- Lifepoint Financial Design, Salt Lake City
- Maximus Wealth Advisors, Salt Lake City
- Net Worth Advisory Group, LLC, Sandy
- Newpark Wealth Management, Park City
- Nibley Financial LLC, Heber
- Oxford Wealth Management, Lindon
- Presidio Wealth Management, Midvale
- River Family Advisors LLC, Salt Lake City
- Safe Bay Retirement Advisors, Bountiful
- Sepio Capital, LP, Salt Lake City
- Simple Financial, LLC, West Jordan
- Stonecreek Wealth Advisors, South Jordan
- Summit Wealth LLC, Orem
- Terrion Advisors, Inc., Sandy
- The Norden Group LLC, Provo
- Three Seasons Wealth, Salt Lake City
- Verticus Advisors Inc., Sandy
- Wealth Mode, Bountiful
- White Pine Financial LLC, Draper
- Wilson Financial Advisors, Inc., Salt Lake City
- Wilson Wealth Management, Inc., Salt Lake City
- You First Financial LLC, Holladay
- Your Ia, LLC, St. George