UT · Salt Lake City

Fiduciary advisors in Salt Lake City, UT

11 advisors with offices in Salt Lake City. Credentials, fee structures, and minimums are disclosed on each listing.

11 listed
11 results in Salt Lake City

Altura Financial Advisors

★5.0(1)

Salt Lake City, Utah

Retirement Planning Investment Management

Altura Financial Advisors provides financial planning and investment management services to clients in Salt Lake City. The firm serves business owners and individuals with retirement planning needs, including 401(k) plan design and administration for employers, as well as education funding strategies. They manage portfolios across stocks, bonds, ETFs, and mutual funds, and offer guidance on traditional and Roth IRAs, SEP and SIMPLE IRAs, and 403(b) plans.

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Carson Wealth

★5.0(9)

Salt Lake City, Utah

CLU

Estate Planning Investment Management Retirement Planning +1

Carson Wealth is an investment advisory firm in Salt Lake City, Utah. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 9 Google reviews.

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Cottonwood Wealth Strategies

Salt Lake City, Utah

Cottonwood Wealth Strategies is a Salt Lake City-based advisory firm that offers financial planning and private investment services. The firm guides clients through a process of establishing financial objectives, developing customized wealth plans, and implementing investment and legacy planning strategies. The company provides ongoing monitoring and adjustment of client portfolios in response to changing circumstances and market conditions.

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Guardian Wealth Management

★5.0(1)

Salt Lake City, Utah

Investment Management Wealth Management

Guardian Wealth Management is a fee-only fiduciary firm in Salt Lake City founded by Todd Berg (ChFC®) and his son Colby Berg (CFP®), combining 75 years of combined experience. The firm provides personalized investment management and financial planning for professionals, with each advisor working with a limited number of select families to develop custom portfolios without using pre-built models. Guardian's approach blends traditional risk management principles with modern behavioral finance and technology, and the firm serves clients across financial planning, retirement, and wealth transfer planning.

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Soltis Investment Advisors

★4.7(27)

Salt Lake City, Utah

Soltis Investment Advisors is a fee-only wealth management and retirement planning firm based in Salt Lake City, Utah. The firm conducts initial consultations to understand client priorities and values, then develops financial plans addressing retirement analysis, cash flow modeling, tax planning, risk management, education funding, stock options, charitable planning, and estate planning coordination. Investment management follows a proprietary discipline involving personalized investment policy statements, asset allocation and manager selection, implementation across multiple asset classes including alternatives, and ongoing monitoring. The firm serves both individual wealth management clients and company retirement plan sponsors.

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Financial advisors in Salt Lake City, Utah

Advisors serving Salt Lake City 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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