Ways to browse Flat-fee advisors serving Utah

Pick a specialty to browse more Flat-fee advisors serving Utah.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,338
Retired	1,531
Retirement income strategy	1,278
Wealth management	1,122
Retirement plans for business owners (SEP, solo 401k)	1,008
Executive	894
Business exit / sale strategy	647
Private / alternative investments	609
Tax-loss harvesting	598
College savings (529s, UTMA, etc.)	537
Options & derivatives strategies	453
General retirement planning	419
Annuities	376
ESG / Sustainable investing	304
Active portfolio management	302
Charitable giving & philanthropy	258
Cash flow / budgeting	246
Approaching retirement	194
Business succession planning	187
HENRY (High Earners, Not Rich Yet)	171
Passive / index investing	137
Concentrated stock management	128
Doctor or Medical Professional	105
Real estate investing	94
General estate planning guidance	93
General tax planning	92
Income planning	92
Life insurance needs analysis	75
Mid-Career Professionals	67
Long-term care insurance	63
Debt management	59
Established Professionals	57
Retired	52
Social Security optimization	51
Divorce financial planning	44
Self-Employed	42
Financial Professional	38
Business ownership considerations	37
Tax strategies for small businesses	35
Retirement withdrawal strategies	34
Values-based investing	34
Business sale tax planning	24
Dentist	18
Medicare planning	18
Family Business	15
Equity compensation tax strategy	14
Charitable giving tax strategies	8
Educators, Teachers, and Academics	8
Attorney	7
Technology Professional	7
Equity Recipients (RS/RSU, SOP, ESPP)	6
Young Professionals	4

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