Browse all Flat-fee advisors in Utah

Every advisor below is licensed to work with clients in Utah. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Utah advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,333
Retired	1,530
Tax-loss harvesting	1,172
Wealth management	1,094
Retirement plans for business owners (SEP, solo 401k)	1,008
Executive	888
Retirement income strategy	658
Private / alternative investments	586
College savings (529s, UTMA, etc.)	538
Options & derivatives strategies	456
Business exit / sale strategy	427
General retirement planning	425
Annuities	375
Active portfolio management	306
ESG / Sustainable investing	306
Self-Employed	264
Charitable giving & philanthropy	258
Cash flow / budgeting	245
Approaching retirement	193
Business succession planning	190
HENRY (High Earners, Not Rich Yet)	148
Passive / index investing	139
Concentrated stock management	130
Doctor or Medical Professional	104
Real estate investing	93
General tax planning	91
Income planning	91
General estate planning guidance	86
Life insurance needs analysis	75
Mid-Career Professionals	66
Long-term care insurance	63
Retired	52
Social Security optimization	47
Divorce financial planning	44
Debt management	43
Financial Professional	38
Business ownership considerations	37
Established Professionals	35
Retirement withdrawal strategies	34
Values-based investing	34
Tax strategies for small businesses	33
Business sale tax planning	22
Dentist	18
Medicare planning	18
Equity compensation tax strategy	14
Factor investing / smart beta	14
Family Business	10
Charitable giving tax strategies	8
Educators, Teachers, and Academics	8
Attorney	7
Technology Professional	7
Equity Recipients (RS/RSU, SOP, ESPP)	6

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