{
  "path": "/advisors/ut/provo/flat-fee",
  "url": "https://advisorcensus.com/advisors/ut/provo/flat-fee",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Provo, UT",
  "filters": {},
  "scope_total": 31,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Provo, UT?",
      "a": "AdvisorCensus lists 81 investment advisory firms with a principal office in the Provo metro area, from Form ADV filings as of October 2026: 36 SEC-registered, 26 state-registered, and 19 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 Provo, UT?",
      "a": "21 of the 81 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 Provo, UT offer financial planning?",
      "a": "40 of the 62 firms in Provo, UT 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 Provo, UT 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 21 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 31 investment advisory firms with a principal office in the Provo metro area 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": "Provo has 81 investment advisory firms with a principal office in the metro area as of October 2026: 36 SEC-registered, 26 state-registered, and 19 exempt reporting advisers. 21 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 24 report under $100 million in regulatory assets under management. The metro area has 206,880 households, 31,520 of them with income of $200,000 or more, or 389 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Provo, UT: 31 firms from Form ADV filings as of October 2026.",
  "total_firms": 31,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 23,
    "state": 8,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 9
    },
    {
      "code": "percentage_of_aum",
      "count": 29
    },
    {
      "code": "hourly",
      "count": 18
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 31
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 2
    },
    {
      "code": "other",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 18
    },
    {
      "code": "5_to_9",
      "count": 8
    },
    {
      "code": "10_to_19",
      "count": 5
    },
    {
      "code": "20_plus",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 3
    },
    {
      "code": "25m_100m",
      "count": 6
    },
    {
      "code": "100m_500m",
      "count": 12
    },
    {
      "code": "500m_1b",
      "count": 3
    },
    {
      "code": "1b_5b",
      "count": 5
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "firms": [
    {
      "crd_number": 134096,
      "name": "Accuvest Global Advisors, Inc.",
      "name_as_filed": "ACCUVEST GLOBAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/accuvest-global-advisors-inc-provo-ut-134096",
      "city": "Provo",
      "state": "UT",
      "years_registered": 18,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171143,
      "name": "B.o.s.s. Retirement Advisors, LLC",
      "name_as_filed": "B.O.S.S. RETIREMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/b-o-s-s-retirement-advisors-llc-lehi-ut-171143",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "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": 321746,
      "name": "Brighter Retirement Advisors LLC",
      "name_as_filed": "BRIGHTER RETIREMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/brighter-retirement-advisors-llc-lehi-ut-321746",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 174728,
      "name": "Drive Wealth Advisers",
      "name_as_filed": "DRIVE WEALTH ADVISERS",
      "url": "https://advisorcensus.com/firm/drive-wealth-advisers-lehi-ut-174728",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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": 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": 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": 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": 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": 343428,
      "name": "Momentum Wealth Management",
      "name_as_filed": "MOMENTUM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/momentum-wealth-management-orem-ut-343428",
      "city": "Orem",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311144,
      "name": "My Prosper Team",
      "name_as_filed": "MY PROSPER TEAM",
      "url": "https://advisorcensus.com/firm/my-prosper-team-lehi-ut-311144",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332725,
      "name": "Oxford Wealth Management",
      "name_as_filed": "OXFORD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oxford-wealth-management-lindon-ut-332725",
      "city": "Lindon",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325175,
      "name": "Portside Wealth Group, LLC",
      "name_as_filed": "PORTSIDE WEALTH GROUP, LLC",
      "url": "https://advisorcensus.com/firm/portside-wealth-group-llc-provo-ut-325175",
      "city": "Provo",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282665,
      "name": "Provident Living Financial Services",
      "name_as_filed": "PROVIDENT LIVING FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/provident-living-financial-services-lehi-ut-282665",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309186,
      "name": "Reef Investment Management LLC",
      "name_as_filed": "REEF INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/reef-investment-management-llc-lehi-ut-309186",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325031,
      "name": "Retirement Advice LLC",
      "name_as_filed": "RETIREMENT ADVICE LLC",
      "url": "https://advisorcensus.com/firm/retirement-advice-llc-provo-ut-325031",
      "city": "Provo",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171199,
      "name": "Retirement Solutions Investments, Inc.",
      "name_as_filed": "RETIREMENT SOLUTIONS INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/retirement-solutions-investments-inc-provo-ut-171199",
      "city": "Provo",
      "state": "UT",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315843,
      "name": "Solidarity Wealth, LLC",
      "name_as_filed": "SOLIDARITY WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/solidarity-wealth-llc-lehi-ut-315843",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117750,
      "name": "Squire Wealth Advisors",
      "name_as_filed": "SQUIRE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/squire-wealth-advisors-orem-ut-117750",
      "city": "Orem",
      "state": "UT",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327618,
      "name": "Stonebriar Wealth, LLC",
      "name_as_filed": "STONEBRIAR WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/stonebriar-wealth-llc-lehi-ut-327618",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333226,
      "name": "Sunset Retirement Advisors LLC",
      "name_as_filed": "SUNSET RETIREMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/sunset-retirement-advisors-llc-provo-ut-333226",
      "city": "Provo",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282856,
      "name": "Switchpoint Financial Planning LLC",
      "name_as_filed": "SWITCHPOINT FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/switchpoint-financial-planning-llc-lehi-ut-282856",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340174,
      "name": "Tanara Wealth Management LLC",
      "name_as_filed": "TANARA WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/tanara-wealth-management-llc-lehi-ut-340174",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311267,
      "name": "Tech Wealth, LLC",
      "name_as_filed": "TECH WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/tech-wealth-llc-lehi-ut-311267",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323988,
      "name": "The Norden Group LLC",
      "name_as_filed": "THE NORDEN GROUP LLC",
      "url": "https://advisorcensus.com/firm/the-norden-group-llc-provo-ut-323988",
      "city": "Provo",
      "state": "UT",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286419,
      "name": "The Professional Financial Company LLC",
      "name_as_filed": "THE PROFESSIONAL FINANCIAL COMPANY LLC",
      "url": "https://advisorcensus.com/firm/the-professional-financial-company-llc-orem-ut-286419",
      "city": "Orem",
      "state": "UT",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328166,
      "name": "Timpanogos Financial Advisors, Inc.",
      "name_as_filed": "TIMPANOGOS FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/timpanogos-financial-advisors-inc-orem-ut-328166",
      "city": "Orem",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288576,
      "name": "Townsquare Capital, LLC",
      "name_as_filed": "TOWNSQUARE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/townsquare-capital-llc-lehi-ut-288576",
      "city": "Lehi",
      "state": "UT",
      "years_registered": 9,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ut",
      "label": "Financial advisors in Utah"
    },
    "metro": {
      "path": "/advisors/ut/provo",
      "label": "Financial advisors in Provo, UT"
    },
    "city_pages": [
      {
        "path": "/advisors/ut/provo/lehi",
        "label": "Financial advisors in Lehi, UT",
        "firm_count": 36
      },
      {
        "path": "/advisors/ut/provo/orem",
        "label": "Financial advisors in Orem, UT",
        "firm_count": 15
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ut/provo/fee-only",
        "label": "Fee-only financial advisors in Provo, UT",
        "firm_count": 21
      },
      {
        "path": "/advisors/ut/provo/hourly",
        "label": "Hourly financial advisors in Provo, UT",
        "firm_count": 26
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ut/provo/for-high-net-worth-individuals",
        "firm_count": 46,
        "label": "Financial advisors for high-net-worth individuals in Provo, UT"
      },
      {
        "path": "/advisors/ut/provo/for-retirement-plans",
        "firm_count": 20,
        "label": "Financial advisors for retirement plans in Provo, UT"
      },
      {
        "path": "/advisors/ut/provo/for-businesses",
        "firm_count": 21,
        "label": "Financial advisors for businesses in Provo, UT"
      },
      {
        "path": "/advisors/ut/provo/for-charities",
        "firm_count": 15,
        "label": "Financial advisors for charitable organizations in Provo, UT"
      },
      {
        "path": "/advisors/ut/provo/no-account-minimum",
        "firm_count": 3,
        "label": "Financial advisors with no account minimum in Provo, UT"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ut/provo/financial-independence-and-early-retirement",
        "firm_count": 1,
        "label": "Financial advisors for financial independence and early retirement in Provo, UT"
      }
    ],
    "state_fee": {
      "path": "/advisors/ut/flat-fee",
      "label": "Flat-fee financial advisors in Utah"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "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"
  }
}