{
  "path": "/advisors/ut/hourly",
  "url": "https://advisorcensus.com/advisors/ut/hourly",
  "page_type": "state_fee",
  "title": "Hourly financial advisors in Utah",
  "filters": {},
  "scope_total": 140,
  "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 140 investment advisory firms with a principal office in Utah that report hourly charges 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. Hourly financial advisors in Utah: 140 firms from Form ADV filings as of October 2026.",
  "total_firms": 140,
  "page": 1,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 58,
    "state": 82,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 51
    },
    {
      "code": "percentage_of_aum",
      "count": 128
    },
    {
      "code": "hourly",
      "count": 140
    },
    {
      "code": "subscription",
      "count": 5
    },
    {
      "code": "fixed",
      "count": 92
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 7
    },
    {
      "code": "other",
      "count": 19
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 62
    },
    {
      "code": "5_to_9",
      "count": 33
    },
    {
      "code": "10_to_19",
      "count": 31
    },
    {
      "code": "20_plus",
      "count": 14
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 46
    },
    {
      "code": "25m_100m",
      "count": 27
    },
    {
      "code": "100m_500m",
      "count": 35
    },
    {
      "code": "500m_1b",
      "count": 12
    },
    {
      "code": "1b_5b",
      "count": 9
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 11
    }
  ],
  "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": 116708,
      "name": "A & C Investment, Inc.",
      "name_as_filed": "A & C INVESTMENT, INC.",
      "url": "https://advisorcensus.com/firm/a-and-c-investment-inc-116708",
      "city": null,
      "state": null,
      "years_registered": 28,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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": 131129,
      "name": "ABG Consultants",
      "name_as_filed": "ABG CONSULTANTS",
      "url": "https://advisorcensus.com/firm/abg-consultants-cottonwood-heights-ut-131129",
      "city": "Cottonwood Heights",
      "state": "UT",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311700,
      "name": "Affinity Financial, LLC",
      "name_as_filed": "AFFINITY FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/affinity-financial-llc-millcreek-ut-311700",
      "city": "Millcreek",
      "state": "UT",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288613,
      "name": "Affinity Wealth Resources, LLC",
      "name_as_filed": "AFFINITY WEALTH RESOURCES, LLC",
      "url": "https://advisorcensus.com/firm/affinity-wealth-resources-llc-bluffdale-ut-288613",
      "city": "Bluffdale",
      "state": "UT",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105957,
      "name": "Albion Financial Group",
      "name_as_filed": "ALBION FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/albion-financial-group-salt-lake-city-ut-105957",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 43,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150231,
      "name": "Alpha Wealth Funds, LLC",
      "name_as_filed": "ALPHA WEALTH FUNDS, LLC",
      "url": "https://advisorcensus.com/firm/alpha-wealth-funds-llc-park-city-ut-150231",
      "city": "Park City",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "commissions",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151762,
      "name": "Andina Advisors",
      "name_as_filed": "ANDINA ADVISORS",
      "url": "https://advisorcensus.com/firm/andina-advisors-logan-ut-151762",
      "city": "Logan",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 307989,
      "name": "Ascend Investment Management, LLC",
      "name_as_filed": "ASCEND INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ascend-investment-management-llc-307989",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 116950,
      "name": "Ashworth Wealth, LLC",
      "name_as_filed": "ASHWORTH WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226559,
      "name": "Aspen Capital Management LLC",
      "name_as_filed": "ASPEN CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/aspen-capital-management-llc-saint-george-ut-226559",
      "city": "Saint George",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333177,
      "name": "Aspen Ridge Wealth Management, LLC",
      "name_as_filed": "ASPEN RIDGE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aspen-ridge-wealth-management-llc-south-jordan-ut-333177",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331004,
      "name": "B6 Capital",
      "name_as_filed": "B6 CAPITAL",
      "url": "https://advisorcensus.com/firm/b6-capital-331004",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "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": 330047,
      "name": "Black Bridge Advisors, LLC",
      "name_as_filed": "BLACK BRIDGE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/black-bridge-advisors-llc-woods-cross-ut-330047",
      "city": "Woods Cross",
      "state": "UT",
      "years_registered": 2,
      "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": 107202,
      "name": "Blue Barn Wealth",
      "name_as_filed": "BLUE BARN WEALTH",
      "url": "https://advisorcensus.com/firm/blue-barn-wealth-orem-ut-107202",
      "city": "Orem",
      "state": "UT",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "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": 156284,
      "name": "Bonneville Multi-Family Office",
      "name_as_filed": "BONNEVILLE MULTI-FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/bonneville-multi-family-office-156284",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148457,
      "name": "Brighton Wealth Management, Inc.",
      "name_as_filed": "BRIGHTON WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/brighton-wealth-management-inc-cottonwood-heights-ut-148457",
      "city": "Cottonwood Heights",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 327688,
      "name": "Cachetech",
      "name_as_filed": "CACHETECH",
      "url": "https://advisorcensus.com/firm/cachetech-logan-ut-327688",
      "city": "Logan",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289574,
      "name": "Capital Wealth, LLC",
      "name_as_filed": "CAPITAL WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/capital-wealth-llc-lehi-ut-289574",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170053,
      "name": "Casull Financial Advisory, LLC",
      "name_as_filed": "CASULL FINANCIAL ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/casull-financial-advisory-llc-south-jordan-ut-170053",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 338182,
      "name": "Colab Capital",
      "name_as_filed": "COLAB CAPITAL",
      "url": "https://advisorcensus.com/firm/colab-capital-st-george-ut-338182",
      "city": "St. George",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171858,
      "name": "Colwyn Investments LC",
      "name_as_filed": "COLWYN INVESTMENTS LC",
      "url": "https://advisorcensus.com/firm/colwyn-investments-lc-south-jordan-ut-171858",
      "city": "South Jordan",
      "state": "UT",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326989,
      "name": "Cook Financial, LLC",
      "name_as_filed": "COOK FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/cook-financial-llc-vernal-ut-326989",
      "city": "Vernal",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 153036,
      "name": "Cottonwood Asset Management LLC",
      "name_as_filed": "COTTONWOOD ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cottonwood-asset-management-llc-salt-lake-city-ut-153036",
      "city": "Salt Lake City",
      "state": "UT",
      "years_registered": 16,
      "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": 122933,
      "name": "Cowdell Investments, LLC",
      "name_as_filed": "COWDELL INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/cowdell-investments-llc-122933",
      "city": null,
      "state": null,
      "years_registered": 30,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173920,
      "name": "Crewe Advisors",
      "name_as_filed": "CREWE ADVISORS",
      "url": "https://advisorcensus.com/firm/crewe-advisors-salt-lake-city-ut-173920",
      "city": "Salt Lake City",
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    {
      "crd_number": 326060,
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    {
      "crd_number": 174728,
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      "crd_number": 312068,
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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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}