{
  "path": "/advisors/ut/flat-fee",
  "url": "https://advisorcensus.com/advisors/ut/flat-fee/page/2",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Utah",
  "filters": {},
  "scope_total": 157,
  "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 157 investment advisory firms with a principal office in Utah that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in Utah: 157 firms from Form ADV filings as of October 2026.",
  "total_firms": 157,
  "page": 2,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 80,
    "state": 77,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 55
    },
    {
      "code": "percentage_of_aum",
      "count": 144
    },
    {
      "code": "hourly",
      "count": 92
    },
    {
      "code": "subscription",
      "count": 6
    },
    {
      "code": "fixed",
      "count": 157
    },
    {
      "code": "commissions",
      "count": 5
    },
    {
      "code": "performance_based",
      "count": 15
    },
    {
      "code": "other",
      "count": 19
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 72
    },
    {
      "code": "5_to_9",
      "count": 38
    },
    {
      "code": "10_to_19",
      "count": 33
    },
    {
      "code": "20_plus",
      "count": 13
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 38
    },
    {
      "code": "25m_100m",
      "count": 29
    },
    {
      "code": "100m_500m",
      "count": 41
    },
    {
      "code": "500m_1b",
      "count": 16
    },
    {
      "code": "1b_5b",
      "count": 15
    },
    {
      "code": "over_5b",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 14
    }
  ],
  "firms": [
    {
      "crd_number": 117475,
      "name": "Family Wealth Advisors",
      "name_as_filed": "FAMILY WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/family-wealth-advisors-farmington-ut-117475",
      "city": "Farmington",
      "state": "UT",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308077,
      "name": "Fenway Financial, LLC",
      "name_as_filed": "FENWAY FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/fenway-financial-llc-308077",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323758,
      "name": "Ferguson Financial Advisors",
      "name_as_filed": "FERGUSON FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/ferguson-financial-advisors-newton-ut-323758",
      "city": "Newton",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104189,
      "name": "Fiduciary Advisors, LLC",
      "name_as_filed": "FIDUCIARY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fiduciary-advisors-llc-cottonwood-heights-ut-104189",
      "city": "Cottonwood Heights",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151710,
      "name": "Financial Prosperity, Inc.",
      "name_as_filed": "FINANCIAL PROSPERITY, INC.",
      "url": "https://advisorcensus.com/firm/financial-prosperity-inc-park-city-ut-151710",
      "city": "Park City",
      "state": "UT",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "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": 330711,
      "name": "Gajardo Wealth Management LLC",
      "name_as_filed": "GAJARDO WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/gajardo-wealth-management-llc-lehi-ut-330711",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 152023,
      "name": "Gladius Capital Management LP",
      "name_as_filed": "GLADIUS CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/gladius-capital-management-lp-park-city-ut-152023",
      "city": "Park City",
      "state": "UT",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "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": 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": 149662,
      "name": "Gygi Capital Management",
      "name_as_filed": "GYGI CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gygi-capital-management-cedar-hills-ut-149662",
      "city": "Cedar Hills",
      "state": "UT",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325764,
      "name": "HA Wealth Advisors Inc.",
      "name_as_filed": "HA WEALTH ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/ha-wealth-advisors-inc-cedar-city-ut-325764",
      "city": "Cedar City",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 1582,
      "name": "Harold Dance Investments",
      "name_as_filed": "HAROLD DANCE INVESTMENTS",
      "url": "https://advisorcensus.com/firm/harold-dance-investments-logan-ut-1582",
      "city": "Logan",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 317143,
      "name": "HST Ventures, LLC",
      "name_as_filed": "HST VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/hst-ventures-llc-park-city-ut-317143",
      "city": "Park City",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316746,
      "name": "Interwise",
      "name_as_filed": "INTERWISE",
      "url": "https://advisorcensus.com/firm/interwise-holladay-ut-316746",
      "city": "Holladay",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111177,
      "name": "Iron Gate Global Advisors",
      "name_as_filed": "IRON GATE GLOBAL ADVISORS",
      "url": "https://advisorcensus.com/firm/iron-gate-global-advisors-north-salt-lake-ut-111177",
      "city": "North Salt Lake",
      "state": "UT",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 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": 336436,
      "name": "JHP Planning, LLC",
      "name_as_filed": "JHP PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/jhp-planning-llc-salt-lake-city-ut-336436",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 1,
      "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": 306294,
      "name": "JRS Wealth Management LLC",
      "name_as_filed": "JRS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109522,
      "name": "Keeler Thomas Management LLC",
      "name_as_filed": "KEELER THOMAS MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/keeler-thomas-management-llc-orem-ut-109522",
      "city": "Orem",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342159,
      "name": "Kimberlite Financial Services Limited Liability Co.",
      "name_as_filed": "KIMBERLITE FINANCIAL SERVICES LIMITED LIABILITY CO.",
      "url": "https://advisorcensus.com/firm/kimberlite-financial-services-limited-liability-co-342159",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166989,
      "name": "Landmark Wealth Advisors, LLC",
      "name_as_filed": "LANDMARK WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/landmark-wealth-advisors-llc-farmington-ut-166989",
      "city": "Farmington",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104961,
      "name": "Lefavi Wealth Management",
      "name_as_filed": "LEFAVI WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lefavi-wealth-management-salt-lake-city-ut-104961",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321153,
      "name": "Lifepoint Financial Design",
      "name_as_filed": "LIFEPOINT FINANCIAL DESIGN",
      "url": "https://advisorcensus.com/firm/lifepoint-financial-design-salt-lake-city-ut-321153",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337826,
      "name": "Livet Wealth, LLC",
      "name_as_filed": "LIVET WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/livet-wealth-llc-spanish-fork-ut-337826",
      "city": "Spanish Fork",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327044,
      "name": "M2 Financial LLC",
      "name_as_filed": "M2 FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/m2-financial-llc-cottonwood-heights-ut-327044",
      "city": "Cottonwood Heights",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164073,
      "name": "Managed Wealth Advantage, LLC",
      "name_as_filed": "MANAGED WEALTH ADVANTAGE, LLC",
      "url": "https://advisorcensus.com/firm/managed-wealth-advantage-llc-saint-george-ut-164073",
      "city": "Saint George",
      "state": "UT",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299455,
      "name": "Maximus Wealth Advisors",
      "name_as_filed": "MAXIMUS WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/maximus-wealth-advisors-salt-lake-city-ut-299455",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282904,
      "name": "Medicus Wealth Planning, Inc.",
      "name_as_filed": "MEDICUS WEALTH PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/medicus-wealth-planning-inc-draper-ut-282904",
      "city": "Draper",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150625,
      "name": "Meridian Investing",
      "name_as_filed": "MERIDIAN INVESTING",
      "url": "https://advisorcensus.com/firm/meridian-investing-150625",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 2535,
      "name": "MHL Tamp",
      "name_as_filed": "MHL TAMP",
      "url": "https://advisorcensus.com/firm/mhl-tamp-midvale-ut-2535",
      "city": "Midvale",
      "state": "UT",
      "years_registered": null,
      "raum_band": "not_reported",
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    {
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      "name_as_filed": "NEWPARK WEALTH MANAGEMENT",
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}