{ "path": "/advisors/ut/fee-only", "url": "https://advisorcensus.com/advisors/ut/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in Utah", "filters": {}, "scope_total": 109, "faq": [ { "q": "How many financial advisory firms are there in Utah?", "a": "AdvisorCensus lists 396 investment advisory firms with a principal office in Utah, from Form ADV filings as of October 2026: 153 SEC-registered, 169 state-registered, and 74 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Utah?", "a": "109 of the 396 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Utah offer financial planning?", "a": "210 of the 322 firms in Utah that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Utah fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 109 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 109 investment advisory firms with a principal office in Utah that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Utah: 109 firms from Form ADV filings as of October 2026.", "total_firms": 109, "page": 1, "total_pages": 3, "sort": "name", "registration_types": { "sec": 33, "state": 76, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 109 }, { "code": "percentage_of_aum", "count": 101 }, { "code": "hourly", "count": 51 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 55 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 52 }, { "code": "5_to_9", "count": 16 }, { "code": "10_to_19", "count": 29 }, { "code": "20_plus", "count": 12 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 46 }, { "code": "25m_100m", "count": 23 }, { "code": "100m_500m", "count": 21 }, { "code": "500m_1b", "count": 9 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 8 } ], "firms": [ { "crd_number": 332169, "name": "114th Financial LC", "name_as_filed": "114TH FINANCIAL LC", "url": "https://advisorcensus.com/firm/114th-financial-lc-332169", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147556, "name": "Abacus Investment Advisors", "name_as_filed": "ABACUS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/abacus-investment-advisors-salt-lake-city-ut-147556", "city": "Salt Lake City", "state": "UT", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 130069, "name": "Able & Strong Advisors, Inc.", "name_as_filed": "ABLE & STRONG ADVISORS, INC.", "url": "https://advisorcensus.com/firm/able-and-strong-advisors-inc-bountiful-ut-130069", "city": "Bountiful", "state": "UT", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117207, "name": "Affiliated Investment Advisors, Inc.", "name_as_filed": "AFFILIATED INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/affiliated-investment-advisors-inc-117207", "city": null, "state": null, "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330020, "name": "Artstone Private Wealth", "name_as_filed": "ARTSTONE PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/artstone-private-wealth-330020", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 307667, "name": "Ascend Investment Partners", "name_as_filed": "ASCEND INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/ascend-investment-partners-ogden-ut-307667", "city": "Ogden", "state": "UT", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121462, "name": "Beacon Financial Planning, LLC", "name_as_filed": "BEACON FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/beacon-financial-planning-llc-logan-ut-121462", "city": "Logan", "state": "UT", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339063, "name": "Black Salt Advisors LLC", "name_as_filed": "BLACK SALT ADVISORS LLC", "url": "https://advisorcensus.com/firm/black-salt-advisors-llc-salt-lake-city-ut-339063", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333059, "name": "Blue Diamond Capital Investment Advisors", "name_as_filed": "BLUE DIAMOND CAPITAL INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/blue-diamond-capital-investment-advisors-provo-ut-333059", "city": "Provo", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141435, "name": "Burrus", "name_as_filed": "BURRUS", "url": "https://advisorcensus.com/firm/burrus-salt-lake-city-ut-141435", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297272, "name": "Bybee Wealth Management LLC", "name_as_filed": "BYBEE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bybee-wealth-management-llc-297272", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144247, "name": "Cannon Capital Management, Inc.", "name_as_filed": "CANNON CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cannon-capital-management-inc-salt-lake-city-ut-144247", "city": "Salt Lake City", "state": "UT", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114360, "name": "Cash Flow Investment Services LLC", "name_as_filed": "CASH FLOW INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/cash-flow-investment-services-llc-ogden-ut-114360", "city": "Ogden", "state": "UT", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107231, "name": "Century Funds Management Inc", "name_as_filed": "CENTURY FUNDS MANAGEMENT INC", "url": "https://advisorcensus.com/firm/century-funds-management-inc-107231", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284215, "name": "Chugg Wealth Strategies, LLC", "name_as_filed": "CHUGG WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/chugg-wealth-strategies-llc-provo-ut-284215", "city": "Provo", "state": "UT", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 109788, "name": "Continental Advisors LLC", "name_as_filed": "CONTINENTAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/continental-advisors-llc-park-city-ut-109788", "city": "Park City", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171442, "name": "Copperlion Investments", "name_as_filed": "COPPERLION INVESTMENTS", "url": "https://advisorcensus.com/firm/copperlion-investments-171442", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311272, "name": "Cottonwood Wealth Strategies, LLC", "name_as_filed": "COTTONWOOD WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/cottonwood-wealth-strategies-llc-salt-lake-city-ut-311272", "city": "Salt Lake City", "state": "UT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327595, "name": "Curtain Wealth Planning L.L.C.", "name_as_filed": "CURTAIN WEALTH PLANNING L.L.C.", "url": "https://advisorcensus.com/firm/curtain-wealth-planning-l-l-c-327595", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114816, "name": "Curtis C. Rose & Associates", "name_as_filed": "CURTIS C. ROSE & ASSOCIATES", "url": "https://advisorcensus.com/firm/curtis-c-rose-and-associates-santa-clara-ut-114816", "city": "Santa Clara", "state": "UT", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337747, "name": "Cynosure Portfolio Advisors LLC", "name_as_filed": "CYNOSURE PORTFOLIO ADVISORS LLC", "url": "https://advisorcensus.com/firm/cynosure-portfolio-advisors-llc-salt-lake-city-ut-337747", "city": "Salt Lake City", "state": "UT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335896, "name": "Dance Investment Partners, LLC", "name_as_filed": "DANCE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/dance-investment-partners-llc-st-george-ut-335896", "city": "St. George", "state": "UT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325781, "name": "Echelons Capital, LLC", "name_as_filed": "ECHELONS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/echelons-capital-llc-park-city-ut-325781", "city": "Park City", "state": "UT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332807, "name": "Emotionally Invested", "name_as_filed": "EMOTIONALLY INVESTED", "url": "https://advisorcensus.com/firm/emotionally-invested-highland-ut-332807", "city": "Highland", "state": "UT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 329427, "name": "Encore Retirement Planning, LLC", "name_as_filed": "ENCORE RETIREMENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/encore-retirement-planning-llc-south-jordan-ut-329427", "city": "South Jordan", "state": "UT", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316032, "name": "Ethical Capital", "name_as_filed": "ETHICAL CAPITAL", "url": "https://advisorcensus.com/firm/ethical-capital-316032", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129764, "name": "Evergreen Capital Management, Inc.", "name_as_filed": "EVERGREEN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/evergreen-capital-management-inc-sandy-ut-129764", "city": "Sandy", "state": "UT", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334968, "name": "Exponent Wealth LLC", "name_as_filed": "EXPONENT WEALTH LLC", "url": "https://advisorcensus.com/firm/exponent-wealth-llc-orem-ut-334968", "city": "Orem", "state": "UT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332413, "name": "Gaard Capital LLC", "name_as_filed": "GAARD CAPITAL LLC", "url": "https://advisorcensus.com/firm/gaard-capital-llc-332413", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337893, "name": "Galleon Wealth Advisors LLC", "name_as_filed": "GALLEON WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/galleon-wealth-advisors-llc-337893", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291884, "name": "Go Invest LLC", "name_as_filed": "GO INVEST LLC", "url": "https://advisorcensus.com/firm/go-invest-llc-west-jordan-ut-291884", "city": "West Jordan", "state": "UT", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312298, "name": "Goalen Capital Advisors, LLC", "name_as_filed": "GOALEN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/goalen-capital-advisors-llc-west-valley-ut-312298", "city": "West Valley", "state": "UT", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342794, "name": "Growth Financial", "name_as_filed": "GROWTH FINANCIAL", "url": "https://advisorcensus.com/firm/growth-financial-342794", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146923, "name": "Guardian Wealth Management", "name_as_filed": "GUARDIAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/guardian-wealth-management-salt-lake-city-ut-146923", "city": "Salt Lake City", "state": "UT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340042, "name": "Harvest Lane Investment Partners, LLC.", "name_as_filed": "HARVEST LANE INVESTMENT PARTNERS, LLC.", "url": "https://advisorcensus.com/firm/harvest-lane-investment-partners-llc-sandy-ut-340042", "city": "Sandy", "state": "UT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 305852, "name": "Haynie Wealth Management LLC", "name_as_filed": "HAYNIE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/haynie-wealth-management-llc-salt-lake-city-ut-305852", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167105, "name": "Healthequity Advisors", "name_as_filed": "HEALTHEQUITY ADVISORS", "url": "https://advisorcensus.com/firm/healthequity-advisors-draper-ut-167105", "city": "Draper", "state": "UT", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334937, "name": "Highland Financial, LLC", "name_as_filed": "HIGHLAND FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/highland-financial-llc-provo-ut-334937", "city": "Provo", "state": "UT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116323, "name": "Hunter Capital Management Inc.", "name_as_filed": "HUNTER CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/hunter-capital-management-inc-116323", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116085, "name": "Jacobsen Capital Management", "name_as_filed": "JACOBSEN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/jacobsen-capital-management-salt-lake-city-ut-116085", "city": "Salt Lake City", "state": "UT", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341243, "name": "Jaeger Wealth Advisors", "name_as_filed": "JAEGER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/jaeger-wealth-advisors-341243", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123293, "name": "JD Investment Management, LLC", "name_as_filed": "JD INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jd-investment-management-llc-cottonwood-heights-ut-123293", "city": "Cottonwood Heights", "state": "UT", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 172214, "name": "JDS Investment Management", "name_as_filed": "JDS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/jds-investment-management-172214", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 268800, "name": "John McAndrew Financial Advisors LLC", "name_as_filed": "JOHN MCANDREW FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/john-mcandrew-financial-advisors-llc-park-city-ut-268800", "city": "Park City", "state": "UT", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281445, "name": "Joseph M. Larsen, C.P.A., P.C.", "name_as_filed": "JOSEPH M. 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