Fee-only financial advisors in Utah who charge hourly or a flat fee
181 fee-only advisers in Utah offer financial planning for an hourly, fixed or subscription fee. 117 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Utah, the median published hourly rate is $200 (79 firms; middle half $150–$275), and the median flat or project fee is $2,050 (64 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $200/hr | $150–$275/hr | 79 firms |
| Flat or project fee | $2,050 | $1,000–$5,500 | 64 firms |
| Annual retainer | $10,750/yr | $2,500–$12,900/yr | 17 firms |
Fee-only advisors in Utah and their published fees
117 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 114TH Financial LCSouth Jordan | $150/hr | Not published | $150/mo |
| Abacus Investment AdvisorsSalt Lake City | $100/hr | Not published | Not published |
| Abg ConsultantsCottonwood Heights | $250/hr | $300–$1,500 | Not published |
| Albility PlanningMapleton | $275/hr | Not published | $275/mo |
| Albion Financial GroupSalt Lake City | $250–$500/hr | $2,500–$50,000 | Not published |
| Andina AdvisorsLogan | $500/hr | $500 | Not published |
| Artstone Private WealthLehi | $200/hr | Not published | Not published |
| Ascend Investment Management, LLCPleasant Grove | $150/hr | Not published | Not published |
| Ascend Investment PartnersOgden | $100–$500/hr | Not published | Not published |
| B6 CapitalWellsvilleNo AUM fee | $195/hr | $1,500–$3,500 | Not published |
| Balanced CapitalHeber City | $150/hr | Not published | Not published |
| Black Salt Advisors LLCSalt Lake City | $250/hr | Not published | $250/mo |
| Blue Barn WealthOrem | Not published | Not published | $1,800–$24,000/yr |
| Brighter Retirement Advisors LLCLehi | Not published | $50–$500 | Not published |
| Chugg Wealth Strategies, LLCProvo | $100/hr | Not published | Not published |
| Coign Capital Advisors LLCDraper | Not published | $700–$5,000 | Not published |
| Colwyn Investments LCSouth Jordan | $150/hr | $1,000–$2,500 | Not published |
| Connect Financial AdvisorsProvidence | Not published | $250–$1,000 | Not published |
| Cook Financial, LLCVernal | $125/hr | Not published | Not published |
| Cottonwood Asset Management LLCSalt Lake City | $125/hr | Not published | Not published |
| Cottonwood Wealth Strategies, LLCSalt Lake City | Not published | Not published | $20,000/yr |
| Crewe AdvisorsSalt Lake City | Not published | $6,000–$150,000 | Not published |
| Crockett Wealth Management, Inc.Sandy | $150/hr | Not published | Not published |
| Decker Retirement Planning Inc.Lehi | $250/hr | Not published | Not published |
| Drive Wealth AdvisersLehi | $300/hr | $5,000–$50,000 | Not published |
| Encore Retirement Planning, LLCSouth Jordan | $275/hr | Not published | $12,500–$22,500/yr |
| F2f Retirement, LLCTooele | $150/hr | $500–$1,500 | Not published |
| Family Wealth AdvisorsFarmington | $150/hr | Not published | Not published |
| Fenway Financial, LLCPayson | $150/hr | Not published | Not published |
| Ferguson Financial AdvisorsNewton | $150/hr | $500–$3,000 | Not published |
| Financial Prosperity, Inc.Park City | Not published | $1,650–$2,950 | Not published |
| Fletcher Capital ManagementLehi | $75/hr | $500–$3,500 | Not published |
| Focal Point Financial Planning, LLCPleasant Grove | $150/hr | Not published | Not published |
| Gajardo Wealth Management LLCLehi | Not published | $200–$2,000 | Not published |
| Galleon Wealth Advisors LLCVineyard | Not published | $1,000–$10,000 | Not published |
| Gemini WealthTaylorsville | Not published | $1,000–$2,000 | Not published |
| Goalen Capital Advisors, LLCWest Valley | $150/hr | Not published | $10,750/yr |
| Grinnell Capital, LLCPark City | Not published | $1,250 | Not published |
| Guardian Wealth ManagementSalt Lake City | Not published | $750 | Not published |
| Ha Wealth Advisors Inc.Cedar City | Not published | $500–$5,000 | Not published |
| Hanks Capital Management, LLCDraper | Not published | $1,500–$2,500 | Not published |
| Harvest Lane Investment Partners, LLC.Sandy | $275/hr | Not published | Not published |
| Heaton Financial, PCCedar City | $200/hr | Not published | Not published |
| Iron Gate Global AdvisorsNorth Salt Lake | Not published | $1,000–$5,000 | Not published |
| Jacobsen Capital ManagementSalt Lake City | $500/hr | $500–$15,000 | Not published |
| Jaeger Wealth AdvisorsSalt Lake City | $250/hr | $1,500–$10,000 | Not published |
| JDS Investment ManagementSalt Lake City | $150/hr | $500–$2,000 | Not published |
| JHP Planning, LLCSalt Lake City | $200/hr | $700–$3,500 | Not published |
| John Mcandrew Financial Advisors LLCHeber City | Not published | $250–$1,000 | Not published |
| Joseph M. Larsen, C.P.A., P.C.Provo | $199/hr | Not published | Not published |
| JRS Wealth Management LLCSouth Jordan | $250/hr | $300–$10,000 | Not published |
| Lanning Financial Inc.Sandy | Not published | $500 | $500/yr |
| Liberty Point Financial LLCSyracuse | $250/hr | Not published | Not published |
| Livet Wealth, LLCSpanish Fork | Not published | Not published | $1,800–$24,000/yr |
| LPG Capital ManagementSouth Jordan | $150/hr | Not published | Not published |
| M2 Financial LLCCottonwood Heights | Not published | $1,000 | Not published |
| Managed Wealth Advantage, LLCSaint George | Not published | $600–$1,500 | Not published |
| Medicus Wealth Planning, Inc.Draper | Not published | $1,000–$3,500 | Not published |
| Meridian InvestingHighland | $75/hr | $500–$750 | $300–$500/mo |
| Money Illustrated Advisory ServicesBluffdale | $250/hr | Not published | $250–$1,000/mo |
| Montage Financial AdvisorsLehi | $350/hr | $4,000–$6,000 | Not published |
| Mountain Goat Wealth Management LLCMurray | $250/hr | Not published | Not published |
| My Prosper TeamLehi | $250/hr | $1,200 | Not published |
| Narus Financial Partners, LLCSalt Lake City | $200/hr | $1,500–$10,000 | Not published |
| Navigate Financial LLCSalt Lake City | $150/hr | Not published | $25/mo |
| Navigate Private Wealth, LLCDraper | $150–$450/hr | $400–$20,000 | Not published |
| New Millennium GroupSandy | $150/hr | $1,000–$10,000 | Not published |
| Oak Lane AdvisorsCenterville | $250–$300/hr | Not published | Not published |
| Optimal Investment Performance, LLCAmerican ForkNo AUM fee | $300/hr | $3,800 | Not published |
| Outpost Advisors, LLCHolladay | $150/hr | $1,999 | Not published |
| Peak Horizons CapitalClearfield | $250/hr | Not published | Not published |
| Peak Investment Coaching, LLCLogan | Not published | $95–$495 | Not published |
| Peterson Wealth Services Inc.South Ogden | $500/hr | Not published | Not published |
| PL Wealth Advisors, LLCSalt Lake City | $150/hr | $5,000–$15,000 | Not published |
| Platform Wealth AdvisorsHolladay | Not published | $2,500–$10,000 | Not published |
| Pomegranate Financial LLCSpringville | $250/hr | Not published | Not published |
| Portside Wealth Group, LLCProvo | Not published | $150–$350 | Not published |
| Premier Choice Wealth Advisors, LLCLehi | $350/hr | Not published | $2,000/yr |
| Proactive Wealth Management, Inc.Draper | Not published | $1,000–$10,000 | Not published |
| Promontory Financial Planning, LLCFarmington | $150/hr | Not published | Not published |
| Provident Living Financial ServicesLehi | $200/hr | $500 | $60/mo |
| Rainey Wealth Management LLCSalt Lake City | $250/hr | $1,000 | $2,500/yr |
| Refined Wealth ManagementSalt Lake City | Not published | Not published | $500–$1,500/yr |
| Retirement Advice LLCProvo | $300/hr | Not published | Not published |
| Retirement Solutions Investments, Inc.Provo | Not published | $2,500 | Not published |
| RFK Capital ManagementSandyNo AUM fee | Not published | $4,500 | Not published |
| Roi Capital ManagementSt. George | $200/hr | Not published | Not published |
| Slayton Lewis IncSalt Lake City | $250/hr | Not published | Not published |
| Snow Canyon Financial Planning LLCSt. George | Not published | $500–$2,500 | Not published |
| Solidarity Wealth, LLCLehi | Not published | Not published | $499–$1,199/mo |
| Soltis Investment Advisors, LLCSt. George | Not published | $500–$50,000 | $2,500–$6,000/mo |
| Squire Wealth AdvisorsOrem | $300/hr | Not published | Not published |
| Staffieri Capital LLCLindon | $250–$500/hr | Not published | Not published |
| Statera Wealth ManagementSt. George | $300/hr | Not published | Not published |
| Steward Financial Services, LLCSalt Lake City | $150/hr | Not published | Not published |
| Stonebriar Wealth, LLCLehi | Not published | $5,500 | Not published |
| Strategic Planning GroupBountiful | Not published | $1,000 | Not published |
| Stream Financial Advice, LLCOrem | $150/hr | Not published | $500–$1,000/mo |
| Strive Investment Management, LLCAmerican Fork | $150/hr | Not published | Not published |
| Sunset Retirement Advisors LLCProvo | $150/hr | $2,500 | $20,000/yr |
| 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 |
| Taxwise Wealth Planning LLCFarmington | $250/hr | Not published | $8,200/qtr |
| Tech Wealth, LLCLehi | Not published | Not published | $12,000/yr |
| The Karras Company, Inc.Roy | $250/hr | Not published | Not published |
| The Professional Financial Company LLCOrem | Not published | $500–$25,000 | Not published |
| The Prudent Planner, LLCSalt Lake City | Not published | $1,500–$3,000 | Not published |
| Timpanogos Financial Advisors, Inc.Orem | $275/hr | Not published | Not published |
| Truenorth WealthSalt Lake City | $1,000/hr | $1,000–$5,000 | Not published |
| Twin Peaks Wealth Management LLCCottonwood Heights | $150/hr | $750 | Not published |
| Vantage Point Investments, Inc.Herriman | $250/hr | $500 | Not published |
| Vantage Point Management, Inc.North Ogden | $100/hr | Not published | Not published |
| Vitality Capital Management, LLCSouth Jordan | $150–$250/hr | $1,000–$10,000 | Not published |
| Wealth Innovation GroupLogan | Not published | Not published | $3,600–$7,200/yr |
| Wealth Management CPAs, LLCSalt Lake City | $150/hr | Not published | Not published |
| Winter Harbor Advisors, L.L.C.Salt Lake City | $175–$225/hr | $2,250–$22,500 | Not published |
| WMX Advisors, LLC Dba Wealth Management ExperienceSaint George | Not published | $500 | Not published |
No firms match these filters.
Other registered firms that do not publish dollar fees (64)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- A & C Investment, Inc., Salt Lake City
- Affinity Financial, LLC, Millcreek
- Altura Private Wealth LLC, Centerville
- Aspen Capital Management LLC, Saint George
- 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
- Colab Capital, St. George
- Copperlion Investments, St. George
- 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
- Emotionally Invested, Highland
- Exponent Wealth LLC, Orem
- Fiduciary Advisors, LLC, Cottonwood Heights
- Financial Advisory Services, Salt Lake City
- Financial Network Wealth Advisors LLC, Murray
- Gygi Capital Management, Cedar Hills
- Harris Wealth Management, Inc., Sandy
- JD Investment Management, LLC, Cottonwood Heights
- Keeler Thomas Management LLC, Orem
- Landmark Wealth Advisors, LLC, Farmington
- Lifepoint Financial Design, Salt Lake City
- Lota Advisors LLC., Salt Lake City
- Loyal Wealth Management LLC, American Fork
- Maximus Wealth Advisors, Salt Lake City
- Net Worth Advisory Group, LLC, Sandy
- Newpark Wealth Management, Park City
- Nibley Financial LLC, Heber
- Nuwealth Advisors, LLC, St. George
- Olympus Peaks Financial, LLC, Sandy
- Oxford Wealth Management, Lindon
- Paragon Wealth Management, Provo
- Presidio Wealth Management, Midvale
- Rigby Watts Investment Advisors, Salt Lake City
- 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 Ridge Advisors, Mapleton
- Summit Wealth LLC, Orem
- Tencap Wealth Coaching, South Jordan
- Terrion Advisors, Inc., Sandy
- The Norden Group LLC, Provo
- Three Seasons Wealth, Salt Lake City
- Tingey Advisors Inc, 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
Cities in Utah
- Cottonwood Heights 3
- Draper 5
- Farmington 3
- Lehi 15
- Logan 3
- Orem 5
- Provo 6
- Salt Lake City 22
- Sandy 5
- South Jordan 6
- St. George 4