Hourly financial advisors in Utah and their rates

Hourly advisors only bill for the time they spend on your questions. That works well for a one off review or a single big decision.

The median published hourly rate in Utah is $200, from 75 firms that filed as hourly financial advisors and list a price. The middle half charge $150⁠-⁠$275 an hour. Updated October 2026.

What advisors in Utah charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$200/hr$150⁠-⁠$275/hr75 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Hourly financial advisors in Utah and their published fees

75 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Fletcher Capital ManagementLehi$75/hr$500⁠-⁠$3,500Not published
Meridian InvestingHighland$75/hr$500⁠-⁠$750$300⁠-⁠$500/mo
Abacus Investment AdvisorsSalt Lake City$100/hrNot publishedNot published
Ascend Investment PartnersOgden$100⁠-⁠$500/hrNot publishedNot published
Chugg Wealth Strategies, LLCProvo$100/hrNot publishedNot published
Vantage Point Management, Inc.North Ogden$100/hrNot publishedNot published
Cook Financial, LLCVernal$125/hrNot publishedNot published
Cottonwood Asset Management LLCSalt Lake City$125/hrNot publishedNot published
114TH Financial LCSouth Jordan$150/hrNot published$150/mo
Ascend Investment Management, LLCPleasant Grove$150/hrNot publishedNot published
Balanced CapitalHeber City$150/hrNot publishedNot published
Colwyn Investments LCSouth Jordan$150/hr$1,000⁠-⁠$2,500Not published
F2f Retirement, LLCTooele$150/hr$500⁠-⁠$1,500Not published
Fenway Financial, LLCPayson$150/hrNot publishedNot published
Ferguson Financial AdvisorsNewton$150/hr$500⁠-⁠$3,000Not published
Focal Point Financial Planning, LLCPleasant Grove$150/hrNot publishedNot published
Goalen Capital Advisors, LLCWest Valley$150/hrNot published$10,750/yr
JDS Investment ManagementSalt Lake City$150/hr$500⁠-⁠$2,000Not published
LPG Capital ManagementSouth Jordan$150/hrNot publishedNot published
Navigate Financial LLCSalt Lake City$150/hrNot published$25/mo
Navigate Private Wealth, LLCDraper$150⁠-⁠$450/hr$400⁠-⁠$20,000Not published
New Millennium GroupSandy$150/hr$1,000⁠-⁠$10,000Not published
Outpost Advisors, LLCHolladay$150/hr$1,999Not published
PL Wealth Advisors, LLCSalt Lake City$150/hr$5,000⁠-⁠$15,000Not published
Promontory Financial Planning, LLCFarmington$150/hrNot publishedNot published
Steward Financial Services, LLCSalt Lake City$150/hrNot publishedNot published
Stream Financial Advice, LLCOrem$150/hrNot published$500⁠-⁠$1,000/mo
Strive Investment Management, LLCAmerican Fork$150/hrNot publishedNot published
Sunset Retirement Advisors LLCProvo$150/hr$2,500$20,000/yr
Twin Peaks Wealth Management LLCCottonwood Heights$150/hr$750Not published
Vitality Capital Management, LLCSouth Jordan$150⁠-⁠$250/hr$1,000⁠-⁠$10,000Not published
Wealth Management CPAs, LLCSalt Lake City$150/hrNot publishedNot published
Winter Harbor Advisors, L.L.C.Salt Lake City$175⁠-⁠$225/hr$2,250⁠-⁠$22,500Not published
B6 CapitalWellsvilleNo AUM fee$195/hr$1,500⁠-⁠$3,500Not published
Joseph M. Larsen, C.P.A., P.C.Provo$199/hrNot publishedNot published
Artstone Private WealthLehi$200/hrNot publishedNot published
Heaton Financial, PCCedar City$200/hrNot publishedNot published
JHP Planning, LLCSalt Lake City$200/hr$700⁠-⁠$3,500Not published
Narus Financial Partners, LLCSalt Lake City$200/hr$1,500⁠-⁠$10,000Not published
Provident Living Financial ServicesLehi$200/hr$500$60/mo
Roi Capital ManagementSt. George$200/hrNot publishedNot published
Abg ConsultantsCottonwood Heights$250/hr$300⁠-⁠$1,500Not published
Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr$2,500⁠-⁠$50,000Not published
Black Salt Advisors LLCSalt Lake City$250/hrNot published$250/mo
Decker Retirement Planning Inc.Lehi$250/hrNot publishedNot published
Jaeger Wealth AdvisorsSalt Lake City$250/hr$1,500⁠-⁠$10,000Not published
JRS Wealth Management LLCSouth Jordan$250/hr$300⁠-⁠$10,000Not published
Liberty Point Financial LLCSyracuse$250/hrNot publishedNot published
Money Illustrated Advisory ServicesBluffdale$250/hrNot published$250⁠-⁠$1,000/mo
Mountain Goat Wealth Management LLCMurray$250/hrNot publishedNot published
My Prosper TeamLehi$250/hr$1,200Not published
Peak Horizons CapitalClearfield$250/hrNot publishedNot published
Pomegranate Financial LLCSpringville$250/hrNot publishedNot published
Rainey Wealth Management LLCSalt Lake City$250/hr$1,000$2,500/yr
Slayton Lewis IncSalt Lake City$250/hrNot publishedNot published
Staffieri Capital LLCLindon$250⁠-⁠$500/hrNot publishedNot published
Taxwise Wealth Planning LLCFarmington$250/hrNot published$8,200/qtr
The Karras Company, Inc.Roy$250/hrNot publishedNot published
Vantage Point Investments, Inc.Herriman$250/hr$500Not published
Albility PlanningMapleton$275/hrNot published$275/mo
Encore Retirement Planning, LLCSouth Jordan$275/hrNot published$12,500⁠-⁠$22,500/yr
Harvest Lane Investment Partners, LLC.Sandy$275/hrNot publishedNot published
Timpanogos Financial Advisors, Inc.Orem$275/hrNot publishedNot published
Drive Wealth AdvisersLehi$300/hr$5,000⁠-⁠$50,000Not published
Optimal Investment Performance, LLCAmerican ForkNo AUM fee$300/hr$3,800Not published
Retirement Advice LLCProvo$300/hrNot publishedNot published
Squire Wealth AdvisorsOrem$300/hrNot publishedNot published
Statera Wealth ManagementSt. George$300/hrNot publishedNot published
Switchpoint Financial Planning LLCLehi$300/hr$1,000⁠-⁠$3,000$6,800⁠-⁠$30,000/yr
Montage Financial AdvisorsLehi$350/hr$4,000⁠-⁠$6,000Not published
Premier Choice Wealth Advisors, LLCLehi$350/hrNot published$2,000/yr
Andina AdvisorsLogan$500/hr$500Not published
Jacobsen Capital ManagementSalt Lake City$500/hr$500⁠-⁠$15,000Not published
Tanara Wealth Management LLCLehi$500/hr$1,000Not published
Truenorth WealthSalt Lake City$1,000/hr$1,000⁠-⁠$5,000Not published
Also filed as hourly financial advisors, without a published price (54)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Hourly financial advisors in other states