Top financial advisors in Utah
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Utah means focusing on whether they handle the specific financial tasks you need, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular financial goals.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement income might not be the best fit if you need help with college savings or home buying.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of your assets. Understand how they get paid to see if it aligns with your preferences.
- In-person vs. remote. Decide if you want to meet face-to-face or if virtual meetings suit your style and schedule better.
- Continuity risk. If the advisor works alone, ask about their plan if they retire or leave. If they’re part of a team, find out who else would manage your account if needed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jill P
Series 63, Series 66
Sandy, UT
Morgan Stanley
Jill Pettijohn's 16 years of experience and expertise in general estate planning guidance make her well-suited for clients seeking comprehensive financial advice in Utah. Affiliated with Morgan Stanley, a large firm offering tailored financial planning and asset management, she provides access to extensive resources and a broad range of advisory programs, distinguishing her from advisors at smaller firms or with narrower service scopes.
Experience: 16 years
Avg account: $670,481
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Hidi S
Series 63, Series 66
Salt Lake City, UT
Fidelity
Hidi Schuyler is well-equipped to assist with financial planning in Utah, leveraging 20 years of industry experience and a focus on wealth management at Fidelity, a large firm known for customized strategies. Her leadership role and diverse background, including a California Insurance License and extensive client service experience, distinguish her from others by offering both depth in planning and a team-based support structure in Salt Lake City.
Experience: 21 years
Avg account: $234,793
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David W
Series 63, Series 65
Draper, UT
Ameriprise
David Wright specializes in retirement income strategies and Social Security optimization, making him well-suited for individuals approaching retirement in Utah. Working with Ameriprise, a large firm known for its research-driven and tax-efficient planning, he offers a 0.15% AUM fee structure and access to a centralized consulting team, which may provide more comprehensive support compared to smaller, independent advisors.
Experience: 7 years
Avg account: $471,167
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Nicholas S
CFP®, Series 65, Series 63
Lehi, UT
Telos Partners LLC
Nicholas Stecklein specializes in charitable giving, college savings, and retirement withdrawal strategies, making him well-suited for clients seeking comprehensive financial planning in Utah. He is a CFP®-certified independent advisor offering flat-fee and project-based financial planning, with experience serving business owners and executives, which differentiates him from others by combining values-based investing with a tactical, diversified investment approach.
Experience: 6 years
Avg account: $2,145,583
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Brandon N
CFP®, ChFC®, Series 63, Series 65
Salt Lake City, UT
OSAIC
Brandon Nelson's 27 years of experience and CFP® and ChFC® certifications equip him to address diverse financial needs in Utah, including annuities and retirement planning. Affiliated with OSAIC, a large national firm known for its technology-driven investment process, he offers flexible fee structures including flat fees and negotiable asset-based fees, catering to a broad client base from individuals to corporations.
Experience: 27 years
Avg account: $398,336
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