# Flat-fee financial advisors in Salt Lake City, UT

> AdvisorCensus lists 69 investment advisory firms with a principal office in the Salt Lake City 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ut/salt-lake-city/flat-fee

## At a glance

- Investment advisory firms: 69
- Registration: SEC-registered investment adviser: 40, State-registered investment adviser: 29
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 22 (32%); Percentage of assets 65 (94%); Hourly charges 43 (62%); Subscription fees (newsletter or periodical) 3 (4%); Fixed fees 69 (100%); Commissions 1 (1%); Performance-based fees 7 (10%); Other 9 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 13 (19%); $25 million to $100 million 13 (19%); $100 million to $500 million 20 (29%); $500 million to $1 billion 9 (13%); $1 billion to $5 billion 7 (10%); Over $5 billion 2 (3%); Not reported 5 (7%)
- Years registered: Under 5 years 24 (35%); 5 to 9 years 20 (29%); 10 to 19 years 17 (25%); 20 years or more 7 (10%); Not reported 1 (1%)

## Firms (page 1 of 2, 1 to 50 of 69, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [ABG Consultants](https://advisorcensus.com/firm/abg-consultants-cottonwood-heights-ut-131129) ([md](https://advisorcensus.com/firm/abg-consultants-cottonwood-heights-ut-131129.md)) | 131129 | Cottonwood Heights, UT | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Affinity Financial, LLC](https://advisorcensus.com/firm/affinity-financial-llc-millcreek-ut-311700) ([md](https://advisorcensus.com/firm/affinity-financial-llc-millcreek-ut-311700.md)) | 311700 | Millcreek, UT | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [AG Financial](https://advisorcensus.com/firm/ag-financial-salt-lake-city-ut-140226) ([md](https://advisorcensus.com/firm/ag-financial-salt-lake-city-ut-140226.md)) | 140226 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Albion Financial Group](https://advisorcensus.com/firm/albion-financial-group-salt-lake-city-ut-105957) ([md](https://advisorcensus.com/firm/albion-financial-group-salt-lake-city-ut-105957.md)) | 105957 | Salt Lake City, UT | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee, Performance fee |
| [Ashworth Wealth, LLC](https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950) ([md](https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950.md)) | 116950 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Aspen Ridge Wealth Management, LLC](https://advisorcensus.com/firm/aspen-ridge-wealth-management-llc-south-jordan-ut-333177) ([md](https://advisorcensus.com/firm/aspen-ridge-wealth-management-llc-south-jordan-ut-333177.md)) | 333177 | South Jordan, UT | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Black Salt Advisors LLC](https://advisorcensus.com/firm/black-salt-advisors-llc-salt-lake-city-ut-339063) ([md](https://advisorcensus.com/firm/black-salt-advisors-llc-salt-lake-city-ut-339063.md)) | 339063 | Salt Lake City, UT | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Brighton Wealth Management, Inc.](https://advisorcensus.com/firm/brighton-wealth-management-inc-cottonwood-heights-ut-148457) ([md](https://advisorcensus.com/firm/brighton-wealth-management-inc-cottonwood-heights-ut-148457.md)) | 148457 | Cottonwood Heights, UT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Casull Financial Advisory, LLC](https://advisorcensus.com/firm/casull-financial-advisory-llc-south-jordan-ut-170053) ([md](https://advisorcensus.com/firm/casull-financial-advisory-llc-south-jordan-ut-170053.md)) | 170053 | South Jordan, UT | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Coign Capital Advisors LLC](https://advisorcensus.com/firm/coign-capital-advisors-llc-draper-ut-171306) ([md](https://advisorcensus.com/firm/coign-capital-advisors-llc-draper-ut-171306.md)) | 171306 | Draper, UT | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Colwyn Investments LC](https://advisorcensus.com/firm/colwyn-investments-lc-south-jordan-ut-171858) ([md](https://advisorcensus.com/firm/colwyn-investments-lc-south-jordan-ut-171858.md)) | 171858 | South Jordan, UT | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Cottonwood Wealth Strategies, LLC](https://advisorcensus.com/firm/cottonwood-wealth-strategies-llc-salt-lake-city-ut-311272) ([md](https://advisorcensus.com/firm/cottonwood-wealth-strategies-llc-salt-lake-city-ut-311272.md)) | 311272 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Crewe Advisors](https://advisorcensus.com/firm/crewe-advisors-salt-lake-city-ut-173920) ([md](https://advisorcensus.com/firm/crewe-advisors-salt-lake-city-ut-173920.md)) | 173920 | Salt Lake City, UT | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Cynosure Group, LLC](https://advisorcensus.com/firm/cynosure-group-llc-salt-lake-city-ut-281399) ([md](https://advisorcensus.com/firm/cynosure-group-llc-salt-lake-city-ut-281399.md)) | 281399 | Salt Lake City, UT | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee, Performance fee |
| [Cynosure Portfolio Advisors LLC](https://advisorcensus.com/firm/cynosure-portfolio-advisors-llc-salt-lake-city-ut-337747) ([md](https://advisorcensus.com/firm/cynosure-portfolio-advisors-llc-salt-lake-city-ut-337747.md)) | 337747 | Salt Lake City, UT | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Dentist Advisors](https://advisorcensus.com/firm/dentist-advisors-salt-lake-city-ut-149559) ([md](https://advisorcensus.com/firm/dentist-advisors-salt-lake-city-ut-149559.md)) | 149559 | Salt Lake City, UT | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Deseret Point Partners LLC](https://advisorcensus.com/firm/deseret-point-partners-llc-salt-lake-city-ut-340268) ([md](https://advisorcensus.com/firm/deseret-point-partners-llc-salt-lake-city-ut-340268.md)) | 340268 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee |
| [Diversify Advisory Services, LLC](https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060) ([md](https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060.md)) | 326060 | South Jordan, UT | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Diversify Wealth Management, LLC](https://advisorcensus.com/firm/diversify-wealth-management-llc-south-jordan-ut-329878) ([md](https://advisorcensus.com/firm/diversify-wealth-management-llc-south-jordan-ut-329878.md)) | 329878 | South Jordan, UT | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Hourly, Fixed fee |
| [E6 Portfolios](https://advisorcensus.com/firm/e6-portfolios-midvale-ut-326617) ([md](https://advisorcensus.com/firm/e6-portfolios-midvale-ut-326617.md)) | 326617 | Midvale, UT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Elevated Capital Advisors, LLC](https://advisorcensus.com/firm/elevated-capital-advisors-llc-draper-ut-226721) ([md](https://advisorcensus.com/firm/elevated-capital-advisors-llc-draper-ut-226721.md)) | 226721 | Draper, UT | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Elysium Wealth Management, LLC](https://advisorcensus.com/firm/elysium-wealth-management-llc-south-jordan-ut-312068) ([md](https://advisorcensus.com/firm/elysium-wealth-management-llc-south-jordan-ut-312068.md)) | 312068 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Encore Retirement Planning, LLC](https://advisorcensus.com/firm/encore-retirement-planning-llc-south-jordan-ut-329427) ([md](https://advisorcensus.com/firm/encore-retirement-planning-llc-south-jordan-ut-329427.md)) | 329427 | South Jordan, UT | State-registered investment adviser | $25 million to $100 million | 2 | Hourly, Fixed fee |
| [F2F Retirement, LLC](https://advisorcensus.com/firm/f2f-retirement-llc-tooele-ut-164005) ([md](https://advisorcensus.com/firm/f2f-retirement-llc-tooele-ut-164005.md)) | 164005 | Tooele, UT | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Fiduciary Advisors, LLC](https://advisorcensus.com/firm/fiduciary-advisors-llc-cottonwood-heights-ut-104189) ([md](https://advisorcensus.com/firm/fiduciary-advisors-llc-cottonwood-heights-ut-104189.md)) | 104189 | Cottonwood Heights, UT | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [Goalen Capital Advisors, LLC](https://advisorcensus.com/firm/goalen-capital-advisors-llc-west-valley-ut-312298) ([md](https://advisorcensus.com/firm/goalen-capital-advisors-llc-west-valley-ut-312298.md)) | 312298 | West Valley, UT | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Guardian Wealth Management](https://advisorcensus.com/firm/guardian-wealth-management-salt-lake-city-ut-146923) ([md](https://advisorcensus.com/firm/guardian-wealth-management-salt-lake-city-ut-146923.md)) | 146923 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Healthequity Advisors](https://advisorcensus.com/firm/healthequity-advisors-draper-ut-167105) ([md](https://advisorcensus.com/firm/healthequity-advisors-draper-ut-167105.md)) | 167105 | Draper, UT | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee |
| [Interwise](https://advisorcensus.com/firm/interwise-holladay-ut-316746) ([md](https://advisorcensus.com/firm/interwise-holladay-ut-316746.md)) | 316746 | Holladay, UT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Jacobsen Capital Management](https://advisorcensus.com/firm/jacobsen-capital-management-salt-lake-city-ut-116085) ([md](https://advisorcensus.com/firm/jacobsen-capital-management-salt-lake-city-ut-116085.md)) | 116085 | Salt Lake City, UT | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [JHP Planning, LLC](https://advisorcensus.com/firm/jhp-planning-llc-salt-lake-city-ut-336436) ([md](https://advisorcensus.com/firm/jhp-planning-llc-salt-lake-city-ut-336436.md)) | 336436 | Salt Lake City, UT | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [JRS Wealth Management LLC](https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294) ([md](https://advisorcensus.com/firm/jrs-wealth-management-llc-south-jordan-ut-306294.md)) | 306294 | South Jordan, UT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Lefavi Wealth Management](https://advisorcensus.com/firm/lefavi-wealth-management-salt-lake-city-ut-104961) ([md](https://advisorcensus.com/firm/lefavi-wealth-management-salt-lake-city-ut-104961.md)) | 104961 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Lifepoint Financial Design](https://advisorcensus.com/firm/lifepoint-financial-design-salt-lake-city-ut-321153) ([md](https://advisorcensus.com/firm/lifepoint-financial-design-salt-lake-city-ut-321153.md)) | 321153 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [M2 Financial LLC](https://advisorcensus.com/firm/m2-financial-llc-cottonwood-heights-ut-327044) ([md](https://advisorcensus.com/firm/m2-financial-llc-cottonwood-heights-ut-327044.md)) | 327044 | Cottonwood Heights, UT | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Maximus Wealth Advisors](https://advisorcensus.com/firm/maximus-wealth-advisors-salt-lake-city-ut-299455) ([md](https://advisorcensus.com/firm/maximus-wealth-advisors-salt-lake-city-ut-299455.md)) | 299455 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Medicus Wealth Planning, Inc.](https://advisorcensus.com/firm/medicus-wealth-planning-inc-draper-ut-282904) ([md](https://advisorcensus.com/firm/medicus-wealth-planning-inc-draper-ut-282904.md)) | 282904 | Draper, UT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [MHL Tamp](https://advisorcensus.com/firm/mhl-tamp-midvale-ut-2535) ([md](https://advisorcensus.com/firm/mhl-tamp-midvale-ut-2535.md)) | 2535 | Midvale, UT | State-registered investment adviser | Not reported | Not reported | % of assets, Fixed fee |
| [Narus Financial Partners, LLC](https://advisorcensus.com/firm/narus-financial-partners-llc-salt-lake-city-ut-173534) ([md](https://advisorcensus.com/firm/narus-financial-partners-llc-salt-lake-city-ut-173534.md)) | 173534 | Salt Lake City, UT | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Navigate Financial LLC](https://advisorcensus.com/firm/navigate-financial-llc-salt-lake-city-ut-325945) ([md](https://advisorcensus.com/firm/navigate-financial-llc-salt-lake-city-ut-325945.md)) | 325945 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Subscription, Fixed fee |
| [Navigate Private Wealth, LLC](https://advisorcensus.com/firm/navigate-private-wealth-llc-draper-ut-170774) ([md](https://advisorcensus.com/firm/navigate-private-wealth-llc-draper-ut-170774.md)) | 170774 | Draper, UT | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [Net Worth Advisory Group, LLC](https://advisorcensus.com/firm/net-worth-advisory-group-llc-sandy-ut-126983) ([md](https://advisorcensus.com/firm/net-worth-advisory-group-llc-sandy-ut-126983.md)) | 126983 | Sandy, UT | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Hourly, Fixed fee |
| [New Millennium Group](https://advisorcensus.com/firm/new-millennium-group-sandy-ut-299249) ([md](https://advisorcensus.com/firm/new-millennium-group-sandy-ut-299249.md)) | 299249 | Sandy, UT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [North Capital](https://advisorcensus.com/firm/north-capital-salt-lake-city-ut-148802) ([md](https://advisorcensus.com/firm/north-capital-salt-lake-city-ut-148802.md)) | 148802 | Salt Lake City, UT | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Peterson Partners](https://advisorcensus.com/firm/peterson-partners-salt-lake-city-ut-159450) ([md](https://advisorcensus.com/firm/peterson-partners-salt-lake-city-ut-159450.md)) | 159450 | Salt Lake City, UT | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee, Performance fee |
| [PL Wealth Advisors, LLC](https://advisorcensus.com/firm/pl-wealth-advisors-llc-salt-lake-city-ut-170887) ([md](https://advisorcensus.com/firm/pl-wealth-advisors-llc-salt-lake-city-ut-170887.md)) | 170887 | Salt Lake City, UT | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Platform Wealth Advisors](https://advisorcensus.com/firm/platform-wealth-advisors-holladay-ut-329313) ([md](https://advisorcensus.com/firm/platform-wealth-advisors-holladay-ut-329313.md)) | 329313 | Holladay, UT | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Prassas Capital, LLC](https://advisorcensus.com/firm/prassas-capital-llc-draper-ut-129979) ([md](https://advisorcensus.com/firm/prassas-capital-llc-draper-ut-129979.md)) | 129979 | Draper, UT | State-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Presidio Wealth Management](https://advisorcensus.com/firm/presidio-wealth-management-midvale-ut-333404) ([md](https://advisorcensus.com/firm/presidio-wealth-management-midvale-ut-333404.md)) | 333404 | Midvale, UT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Proactive Wealth Management, Inc.](https://advisorcensus.com/firm/proactive-wealth-management-inc-draper-ut-301232) ([md](https://advisorcensus.com/firm/proactive-wealth-management-inc-draper-ut-301232.md)) | 301232 | Draper, UT | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ut/salt-lake-city/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Salt Lake City, UT?**
AdvisorCensus lists 166 investment advisory firms with a principal office in the Salt Lake City metro area, from Form ADV filings as of October 2026: 81 SEC-registered, 52 state-registered, and 33 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Salt Lake City, UT?**
39 of the 166 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.

**How many financial advisors in Salt Lake City, UT offer financial planning?**
88 of the 133 firms in Salt Lake City, 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.

**Are the financial advisors in Salt Lake City, UT fiduciaries?**
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 39 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Flat-fee financial advisors in Salt Lake City, UT: 69 firms from Form ADV filings as of October 2026.