UT · Lehi

Fiduciary advisors in Lehi, UT

1 advisor with offices in Lehi. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Lehi

Tech Wealth, LLC

Lehi, Utah

Tech Wealth is a fee-only, fiduciary financial advisory firm based in Lehi, Utah, serving high-income professionals and equity holders across the United States. Founded by Riley Hale, CFP®, the firm specializes in equity compensation planning (RSUs, stock options, ISOs, ESPPs, QSBS), tax optimization, investment management, and comprehensive financial planning tailored to tech industry clients. The firm charges tiered AUM fees starting at 1.25% on the first $1 million and operates without commissions or conflicts of interest, emphasizing personalized advisory relationships over automated portfolio management.

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Financial advisors in Lehi, Utah

Advisors serving Lehi specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Utah's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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