Firms based in other states that are registered in Utah
128 fee only firms that publish prices. Back to the Utah page.
These firms are based in another state and are registered in Utah. The list isn't complete: a firm with five or fewer clients in Utah doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
128 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Abound Wealth Management, LLCFranklin, TNCFP® | Not published | $5,200 | No monthly fee$4,200/yr |
| Absher Wealth Management, LLCChapel Hill, NC | Not published | Up to $20,000 | % of assets |
| Abundo WealthHouston, TXNo AUM fee | Not published | Not published | $199/mo$199/mo |
| AdviceOnlySan Diego, CANo AUM fee | Not published | Up to $50,000 | No monthly feeUp to $25,000/yr |
| Advisors Capital Management, LLCRidgewood, NJ | $350- | Not published | % of assets |
| Aequitas Financial, LLCSanta Ana, CAVirtual meetings | Not published | $500- | $500- |
| Aerodigm Wealth LLCLake Oswego, ORVirtual meetings | $225- | Not published | % of assets |
| Allos Investment Advisors, LLCOverland Park, KS | Not published | Not published | $150/mo$150/mo |
| American Financial Advisors, LLC.Marietta, GA | $150/hr | Not published | % of assets |
| Ask DollyDenver, CONo AUM fee | Not published | Not published | $50- |
| Bailard, Inc.Foster City, CA | Not published | $3,500- | No monthly fee$2,000- |
| Beacon TrustMorristown, NJ | Not published | $5,000- | % of assets |
| Black Diamond Financial, LLCLutherville, MD | $300/hr | Not published | % of assets |
| Boldin AdvisorsMill Valley, CANo AUM fee | $300- | Up to $6,000 | No monthly feeUp to $6,000/yr |
| Brighton Jones LLCSeattle, WA | $150- | $5,000- | % of assets |
| BSW Wealth PartnersBoulder, COVirtual meetings | Not published | Not published | No monthly fee$7,500- |
| C.s Wealth LLCCarey, ID | Not published | Up to $6,000 | Up to $1,000/moUp to $1,000/mo |
| Canopy Wealth ManagementMiddleton, WI | Not published | $1,000- | From $200/moFrom $200/mo |
| Capstone Capital Wealth AdvisorsHenderson, NV | Not published | $5,000- | % of assets |
| Capstone Wealth Advisors, LLCSalem, OR | $100- | $500- | % of assets |
| Cardone Wealth AdvisorsAventura, FLNo AUM feeVirtual meetings | $500/hr | $4,800 | No monthly fee$4,800/yr |
| Carroll Advisory GroupTexarkana, TX | Not published | $1,500- | % of assets |
| Century Management Financial AdvisorsAustin, TX | $250/hr | $4,000- | % of assets |
| CGN Advisors, LLCManhattan, KS | Not published | Not published | No monthly fee$480- |
| Chicago Capital, LLCChicago, IL | From $1,000/hr | Not published | % of assets |
| CJM Wealth Advisers, Ltd.Falls Church, VA | Not published | $2,000- | % of assets |
| Compass Wealth Management LLCGuilford, CT | Not published | Up to $10,000 | % of assets |
| Curtain Wealth Planning L.L.C.Austin, TXNo AUM feeCFP® | $375/hr | Not published | No monthly fee$8,000/yr |
| Curtis Wealth Management LLCHenderson, NV | $250/hr | Not published | % of assets |
| CX Institutional, LLCAuburn, IN | Not published | Not published | No monthly feeFrom $3,125/yr |
| De Groote Financial Group, LLCThousand Oaks, CA | Up to $1,000/hr | Up to $25,000 | % of assets |
| DecisionPoint Financial, LLCMesa, AZCFP® | $150- | $2,000- | % of assets |
| Deleon Wealth LLCKennewick, WACFP® | $200/hr | $5,000- | % of assets |
| Destination Wealth ManagementWalnut Creek, CA | $250/hr | Not published | % of assets |
| DLK Investment ManagementSolana Beach, CA | $250- | Not published | % of assets |
| Doceo Wealth, LLCMeridian, ID | Up to $650/hr | Not published | No monthly fee$1,500- |
| Domain Money Advisors, LLCNew York City, NYNo AUM fee | $500/hr | $9,000 | Not published |
| Eclectic Associates, Inc.Fullerton, CACFP® | $350/hr | $350- | % of assets |
| Edelman Financial EnginesSanta Clara, CA | Not published | Up to $10,000 | % of assets |
| EllevestNew York City, NY | Not published | Not published | No monthly fee$4,800/yr |
| Elm WealthPhiladelphia, PAVirtual meetings | Not published | $5,000 | % of assets |
| Elwood & GoetzAthens, GA | From $250/hr | Not published | % of assets |
| Envoy Advisory Inc.Colorado Springs, CO | $250/hr | Up to $10,000 | % of assets |
| EquityFTWMorgan Hill, CANo AUM feeVirtual meetingsCFP® | $625/hr | $10,000- | $1,000- |
| Evergreen Financial GroupBillings, MTCFP® | $300/hr | $500- | $100- |
| FacetWest Palm Beach, FL | Not published | Not published | No monthly fee$2,600- |
| Family Investment CenterSt. Joseph, MOCFP® | Not published | Not published | No monthly fee$2,000- |
| First Pacific Financial, Inc.Vancouver, WA | Up to $500/hr | Up to $15,000 | No monthly feeUp to $6,000/yr |
| Fog City Advisors, LLCAlbany, CACFP® | Not published | $2,400 | % of assets |
| Foster Group, Inc.Urbandale, IA | Up to $250/hr | Not published | % of assets |
78 more firms with published fees
- FPL Capital Management, LLC · Metairie, LA · $250/hr · $5,000-$15,000/yr
- Glassman Wealth Services, LLC · Vienna, VA · $500-$10,000 flat
- Gradient Capital Advisors, LLC · San Diego, CA · $100-$350/hr · $500-$10,000 flat
- Hamilton Capital · Columbus, OH · $2,500 flat
- Haws Financial Planning LLC · Sierra Vista, AZ · $100-$500/hr · $950-$10,000 flat · $100-$1,000/mo
- Hendershott Wealth Management, LLC · Fishers, IN · $350/hr · $1,000-$12,000 flat
- Heritage Wealth Management, Inc. · San Diego, CA · $1,500-$25,000 flat
- Innovate Wealth · Scottdale, PA · $275/hr · $3,800 flat
- Insight Investment Advisers LLC · Leawood, KS · $250-$1,500 flat
- Insight Wealth Strategies, LLC · San Ramon, CA · Up to $500/hr · Up to $50,000 flat · Up to $40,000/yr
- Integrated Financial Management, LLC · Boise, ID · $500-$1,500 flat · $500/yr
- Jacobson & Schmitt Advisors, LLC · Middleton, WI · $5,000-$50,000/yr
- Jeff Elliott, CFP® · The Hills, TX · $200/hr
- JGP Wealth Management, LLC · Bend, OR · Up to $350/hr · Up to $50,000 flat
- JH Advisors · Salem, OR · $95-$695/mo
- JMcMahan LLC · College Station, TX · $75/hr · Up to $15,000/yr
- JMG Financial Group Ltd · Downers Grove, IL · $100-$600/hr · $10,000-$50,000 flat
- KeyVantage Wealth Advisors · Bethlehem, PA · Up to $500/hr · Up to $15,000 flat
- Kuhn Advisors, Inc. · Durham, NC · $200-$250/mo
- L & S Advisors, Inc · Los Angeles, CA · $500/hr
- Leonard Rickey Investment Advisors, P.L.L.C. · Yakima, WA · $250-$2,000 flat · $100-$500/mo
- Lighthouse Financial Services Inc · Brea, CA · $200-$1,200 flat · $199/mo
- Logan Capital Management, Inc. · Newtown Square, PA · $150-$250/hr
- Lone Peak Asset Management, Inc. · Westlake Village, CA · $1,000-$5,000 flat
- Marotta Wealth Management, Inc. · Charlottesville, VA · $500/hr
- Matterhorn Financial Planning · Pocatello, ID · $450/hr
- Modera Wealth Management, LLC · Westwood, NJ · From $1,500 flat
- Momentum Capital Management · Reno, NV · $200/hr
- Morton Wealth · Calabasas, CA · $350/hr · $6,000 flat · $6,000-$15,000/yr
- Navalign, LLC · Encino, CA · $400-$600/hr · $4,000-$25,000 flat · From $4,000/yr
- Next Level Wealth Planning, LLC · Meridian, ID · $250-$1,000/hr · $1,000-$50,000 flat
- North Pier Fiduciary Management, LLC · Marina Del Rey, CA · $5,000-$10,000/yr
- NorthAvenue LLC · Columbus, OH · $3,600-$70,000/yr
- NPF Investment Advisors · Grand Rapids, MI · $250-$500/hr
- Nvest Advisors, LLC · Colorado Springs, CO · $150/hr
- Parallel Advisors, LLC · San Francisco, CA · Up to $1,000/hr
- Parkshore Wealth Management · Granite Bay, CA · $200/hr
- Parkwoods Wealth Partners, LLC · Clayton, MO · $300/hr · Up to $10,000 flat · $5,000/yr
- Pashman Financial LLC · Playa Del Rey, CA · $150/hr · $2,000-$5,000 flat · $1,200-$1,500/qtr · $6,000/yr
- Peak Financial Planning · Canoga Park, CA · $1,000/mo
- Plancorp, LLC · St. Louis, MO · Up to $40,000 flat
- Prism Planning and Solutions Group · White Plains, NY · $1,800-$12,000 flat
- Prudent Investor Advisors, LLC · Folsom, CA · $200-$300/hr · Up to $1,000 flat · $1,000-$5,000/yr
- Q3 Asset Management Corporation · Birmingham, MI · $200/hr
- R M Davis Inc · Portland, ME · $5,000 flat
- Regatta Capital Group, LLC · El Segundo, CA · $1,000-$15,000 flat
- Retirement Consulting Group, Inc. · Lake Oswego, OR · $750-$1,500/yr
- Roberts Wealth Advisors, LLC · Menlo Park, CA · Up to $450/hr · Up to $10,000 flat
- Root Financial Partners · Austin, TX · $2,000-$65,000 flat
- Rovin Capital · Mesa, AZ · $150-$2,200/mo
- RPG Investment Advisory, LLC · Pleasanton, CA · $250/hr · $600-$1,800 flat
- Sapient Capital LLC · Indianapolis, IN · Up to $20,000 flat
- Savant Wealth Management · Rockford, IL · $100-$500/hr · $250-$10,000 flat
- Sax Wealth Advisors, LLC · Parsippany, NJ · $300/hr · $2,500-$50,000 flat
- SBC Investment Management, LLC · Scottsdale, AZ · $2,500-$25,000 flat
- Searcy Financial Services, Inc. · Overland Park, KS · $300/hr
- Shadowridge Asset Management, LLC · Austin, TX · $200/hr
- Shufro, Rose & Co., LLC · New York City, NY · From $2,500 flat
- Snake River Investment Counsel LLC · Idaho Falls, ID · $300/hr · From $250/qtr
- Snowcap Capital Management · Dallas, TX · $200-$400/hr
- TCI Wealth Advisors, Inc. · Tucson, AZ · $150-$250/hr · $500-$1,500 flat
- Telos Partners LLC · Avon, CT · $500/hr · $8,000-$20,000 flat · $3,600-$18,000/yr
- Tempus Wealth Planning, LLC · Irvine, CA · Up to $250/hr · Up to $10,000 flat
- The Clark Group Asset Management · Dana Point, CA · $2,000-$10,000 flat
- The Table Financial Planning LLC · Fountain Hills, AZ · $300/hr · $100-$7,200/yr
- Theory Planning Partners · Marblehead, MA · $1,500/mo
- Threadline Wealth · Bellevue, WA · $3,500-$30,000 flat
- Three Phases Wealth Advisors LLC · Indian Trail, NC · Up to $6,000 flat · Up to $500/mo
- Two Tree Financial, LLC · Chapin, SC · $2,500-$7,500 flat · $800/mo · From $7,200/yr
- Waverly Advisors, LLC · Birmingham, AL · $75-$450/hr · $500-$50,000 flat
- Wealth Management Partners, LLC · Tucson, AZ · Up to $400/hr · Up to $10,000 flat
- WealthGuard Advisors, Inc. · Placerville, CA · $200/hr · $300-$3,000 flat
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Wilsey Asset Management Incorporated · San Diego, CA · $350-$400/hr · $1,500-$10,000 flat · $50/mo
- Windward Wealth Strategies, Inc. · Oshkosh, WI · $200-$400/hr · $1,000-$3,500 flat
- Wood Tarver Financial · Boise, ID · Up to $250/hr · Up to $2,500 flat
- Zhang Financial · Portage, MI · $100-$500/hr · $250-$10,000 flat
- Zora Financial · Birmingham, AL · $3,600/yr