The Salt Lake Valley
Join Free
Valley Approved  ›  Financial Advisors
📈
Valley Approved

The Best Financial Advisors in Salt Lake Valley

The right advisor grows your money and explains why. These are the Salt Lake Valley planners locals trust with the long game.

Valley Approved is a paid feature program. Listed businesses pay to be featured.

Get the picks in your inbox → See who's featured
Run a financial advisors business? Get featured here →
Valley Approved 2026
Salt Lake Valley's picks

The Financial Advisors locals trust

✦ Now accepting locals

Three equal featured spots in Financial Advisors — each business sits side by side on this page and gets spotlighted in the newsletter to 1,500+ locals.

Run a financial advisors business in Salt Lake Valley? See how to get listed →

What to look for in financial advisors in Salt Lake County

Salt Lake Valley families juggling growing incomes, real estate, and retirement want an advisor who acts as a fiduciary and charges transparently. The planners locals recommend put the plan before the product.

✓A fiduciary who is legally on your side
✓Transparent fees: flat, hourly, or % of assets
✓A real plan, not a push to buy one product

Financial Advisors in Salt Lake County: common questions

How do financial advisors charge in Utah?
Common models are a flat planning fee, hourly, or about 1% of assets managed per year. Fee-only fiduciaries avoid commission conflicts.
What's a fiduciary and why does it matter?
A fiduciary is legally required to act in your best interest, not to sell the product that pays them most. It's the first thing to confirm before hiring.

Want the Valley Approved first?

We spotlight one category a week. The financial advisors pick and the rest, free in your inbox.

← Browse all categories