Fee only financial advisors in Utah who charge hourly or a flat fee
Jump to the 62 firms with published feesFee mediansOut-of-state firms (128)
88 fee only firms in Utah offer financial planning for an hourly, flat or subscription fee. 62 of the 88 fee only firms in Utah publish dollar prices for financial planning in their brochures, and the table below quotes each price.
Among firms in Utah with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $200 (middle half $150-$300, 32 firms) and the median flat or project fee is $3,400 (middle half $1,625-$6,250, 28 firms). Updated November 2026.
Cities in Utah
- Lehi 7 with prices
- Orem 4 with prices
- Park City 3 with prices
- Provo 4 with prices
- Salt Lake City 20 with prices
- South Jordan 4 with prices
Fee only advisors in Utah and their published fees
62 firms with published feesPlus 26 that don't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
Utah medians: $200/hr, $3,400 flat, $688/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 114th Financial LCSouth Jordan2025 brochure | $150/hr | Not published | % of assets |
| A & C Investment, Inc.Salt Lake City | Up to $150/hr | Not published | % of assets |
| Abacus Investment AdvisorsSalt Lake City | $100/hr below the Utah median | Not published | % of assets |
| Albion Financial GroupSalt Lake City | $250- | $2,500- | % of assets |
| Artstone Private WealthLehiVirtual meetingsCFP® | $200/hr near the Utah median | Not published | % of assets |
| Black Salt Advisors LLCSalt Lake City | $250/hr above the Utah median | Not published | $250/mo below the Utah median for monthly fees$250/mo below the Utah median for monthly fees |
| Blue Barn WealthOrem | Up to $300/hr | Not published | No monthly fee$1,800- |
| Chugg Wealth Strategies, LLCProvo | $100/hr below the Utah median | Not published | % of assets |
| Cottonwood Wealth Strategies, LLCSalt Lake City | Up to $400/hr | Not published | No monthly feeUp to $20,000/yr |
| Cynosure Portfolio Advisors LLCSalt Lake City | Up to $400/hr | Not published | % of assets |
| Deseret Point Partners LLCSalt Lake City | Not published | Not published | $100/mo below the Utah median for monthly fees$300/qtr ($100/mo) below the Utah median for monthly fees |
| Echelons Capital, LLCPark City | Not published | $3,000- | % of assets |
| Encore Retirement Planning, LLCSouth Jordan | Up to $275/hr | Not published | $1,042- |
| Family Wealth AdvisorsFarmington | $150/hr below the Utah median | Not published | % of assets |
| Focal Point Financial Planning, LLCPleasant Grove | $150/hr below the Utah median | Not published | % of assets |
| Gajardo Wealth Management LLCLehiCFP® | Up to $200/hr | $200- | % of assets |
| Galleon Wealth Advisors LLCVineyardVirtual meetings | Not published | $1,000- | % of assets |
| Goalen Capital Advisors, LLCWest ValleyCFP® | $150/hr below the Utah median | Not published | No monthly fee$10,750/yr |
| Grinnell Capital, LLCPark City | Not published | $1,250 below the Utah median | % of assets |
| Guardian Wealth ManagementSalt Lake City | Not published | $750 below the Utah median | % of assets |
| Hanks Capital Management, LLCDraperCFP® | Not published | $1,500- | % of assets |
| Harvest Lane Investment Partners, LLC.Sandy | $275/hr above the Utah median | Not published | % of assets |
| Jacobsen Capital ManagementSalt Lake City | $500/hr above the Utah median | $500- | % of assets |
| Jaeger Wealth AdvisorsSalt Lake CityVirtual meetings | $250/hr above the Utah median | $1,500- | % of assets |
| JDS Investment ManagementSalt Lake City | $150/hr below the Utah median | $500- | % of assets |
| Joseph M. Larsen, C.P.A., P.C.Provo | $199/hr near the Utah median | Not published | % of assets |
| Lifepoint Financial DesignSalt Lake CityCFP® | Not published | Not published | $542- |
| Livet Wealth, LLCSpanish Fork | Up to $300/hr | Not published | Up to $250/moUp to $250/mo$1,800- |
| Loyal Wealth Management LLCAmerican Fork | $100/hr below the Utah median | Not published | % of assets |
| Meridian InvestingHighland2015 brochure | $75/hr | $500- | % of assets |
| Money Illustrated Advisory ServicesBluffdaleCFP® | $250/hr above the Utah median | Not published | $250- |
| Montage Financial AdvisorsLehi | $350/hr above the Utah median | $4,000- | % of assets |
| Narus Financial Partners, LLCSalt Lake City | $200/hr near the Utah median | $1,500- | % of assets |
| Navigate Financial LLCSalt Lake City | Up to $150/hr | Not published | Up to $25/moUp to $25/mo |
| Newpark Wealth ManagementPark City | Not published | Up to $25,000 | % of assets |
| Optimal Investment Performance, LLCAmerican ForkNo AUM feeVirtual meetings | $300/hr above the Utah median | $3,800 above the Utah median | Not published |
| Outpost Advisors, LLCHolladay | $150/hr below the Utah median | $1,999 below the Utah median | % of assets |
| Peak Investment Coaching, LLCLogan | Not published | $450- | % of assets |
| Platform Wealth AdvisorsHolladay | Not published | $2,500- | % of assets |
| Provident Living Financial ServicesLehi | $200/hr near the Utah median | Not published | $60/mo below the Utah median for monthly fees$60/mo below the Utah median for monthly fees |
| Rainey Wealth Management LLCSalt Lake CityVirtual meetings | $250/hr above the Utah median | $1,000 below the Utah median | No monthly fee$2,500/yr |
| Retirement Advice LLCProvoVirtual meetingsCFP® | $300/hr above the Utah median | Up to $9,000 | % of assets |
| RFK Capital ManagementSandyNo AUM feeVirtual meetings | Not published | $4,500 above the Utah median | Not published |
| River Family Advisors LLCSalt Lake CityCFP® | Up to $200/hr | Not published | % of assets |
| Slayton Lewis IncSalt Lake CityCFP® | $250/hr above the Utah median | Not published | % of assets |
| Slope Advisors LLCLehi | Not published | $750- | % of assets |
| Snow Canyon Financial Planning LLCSt. George | Not published | $500- | % of assets |
| Soltis Investment Advisors, LLCSt. George | Not published | $500- | $2,500- |
| Squire Wealth AdvisorsOrem | $300/hr above the Utah median | Not published | % of assets |
| Staffieri Capital LLCLindon | $250- | Not published | % of assets |
12 more firms with published fees
- Stonecreek Wealth Advisors · South Jordan · $97/mo
- Stream Financial Advice, LLC · Orem · $150/hr · $500-$1,000/mo
- Sunset Retirement Advisors LLC · Provo · $150/hr · $2,500 flat
- SwitchPoint Financial Planning LLC · Lehi · $300/hr · $1,000-$3,000 flat · $6,800-$30,000/yr
- Taxwise Wealth Planning LLC · Farmington · $250/hr · $500-$10,000/yr
- Tech Wealth, LLC · Lehi · $3,000/qtr
- The Professional Financial Company LLC · Orem · $500-$25,000 flat
- The Prudent Planner, LLC · Salt Lake City · $1,500-$3,000 flat · 2025 brochure
- Truenorth Wealth · Salt Lake City · Up to $1,000/hr · $1,000-$5,000 flat
- Twin Peaks Wealth Management LLC · Cottonwood Heights · $150/hr · $750-$2,500 flat
- Vitality Capital Management, LLC · South Jordan · $150-$250/hr · $1,000-$10,000 flat
- Winter Harbor Advisors, L.L.C. · Salt Lake City · $175-$225/hr · $2,250-$22,500 flat
Other registered firms that don't publish dollar fees (26)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- Affinity Financial, LLC, Millcreek
- Blue Diamond Capital Investment Advisors, Provo
- Bybee Wealth Management LLC, West Haven
- Cynosure Group, LLC, Salt Lake City
- Dance Investment Partners, LLC, St. George
- Emotionally Invested, Highland
- Exponent Wealth LLC, Orem
- Fiduciary Advisors, LLC, Cottonwood Heights
- JD Investment Management, LLC, Cottonwood Heights
- John McAndrew Financial Advisors LLC, Heber City
- Lota Advisors LLC., Salt Lake City
- Maximus Wealth Advisors, Salt Lake City
- Net Worth Advisory Group, LLC, Sandy
- Nibley Financial LLC, Heber
- Olympus Peaks Financial, LLC, Sandy
- Presidio Wealth Management, Midvale
- Rigby Watts Investment Advisors, Salt Lake City
- Safe Bay Retirement Advisors, Bountiful
- Sepio Capital, LP, Salt Lake City
- Summit Wealth LLC, Orem
- Terrion Advisors, Inc., Sandy
- 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
Firms based in other states that are registered in Utah (128)
Showing the 12 of these 128 firms whose brochures mention virtual meetings. See all 128 firms.
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.
12 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|
12 firms with published fees
- Aequitas Financial, LLC · Santa Ana, CA · $500-$1,000 flat · $500-$800/mo
- Aerodigm Wealth LLC · Lake Oswego, OR · $225-$355/hr
- BSW Wealth Partners · Boulder, CO · $7,500-$25,000/yr
- Cardone Wealth Advisors · Aventura, FL · $500/hr · $4,800 flat · $4,800/yr
- Elm Wealth · Philadelphia, PA · $5,000 flat
- EquityFTW · Morgan Hill, CA · $625/hr · $10,000-$20,000 flat · $1,000-$3,000/mo
- FPL Capital Management, LLC · Metairie, LA · $250/hr · $5,000-$15,000/yr
- Haws Financial Planning LLC · Sierra Vista, AZ · $100-$500/hr · $950-$10,000 flat · $100-$1,000/mo
- Telos Partners LLC · Avon, CT · $500/hr · $8,000-$20,000 flat · $3,600-$18,000/yr
- Three Phases Wealth Advisors LLC · Indian Trail, NC · Up to $6,000 flat · Up to $500/mo
- Wealth Management Partners, LLC · Tucson, AZ · Up to $400/hr · Up to $10,000 flat
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
Key findings from the filings
- The median hourly rate in Utah, $200 from 32 firms, is tied for the lowest of the 44 states where at least 10 firms publish a current hourly rate; the median in the rest of the US is $300.
- The median flat or project fee in Utah, $3,400 from 28 firms, is the 5th lowest of the 38 states where at least 10 firms publish a current flat or project fee; the median in the rest of the US is $5,000.
- Of the 62 Utah firms that publish fees, 71% publish an hourly rate, 52% a flat or project fee, and 19% a monthly or quarterly fee; across the US the shares are 73%, 55%, and 21%.
- 2 of the 62 Utah firms that publish fees (3%) charge no fee based on a percentage of assets, compared with 14% across the US.
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Hourly rate | $200/hr | $150- | 32 firms |
| Flat or project fee | $3,400 | $1,625- | 28 firms |
| Subscription (per month) | $688/mo | $100- | 10 firms |
| Annual fee | Too few firms | Range $500- | 7 firms |
How Utah compares with other states is in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.