View Profile
Total Financial Health
- Market
- Insurance
- Questions
“I had several questions I needed answers to and after several conversations with Johnny, his advice has helped me plan and feel a lot better about my financial goals.”
Best Financial Advisors in American Fork, UT
24 firms listed · 7 in American Fork · 20 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
View Profile
Diamondback Financial Services
“The service that I get from Austin is outstanding.”
View Profile
CH Retirement
“I have worked with them for over 12 years and I know they are working for me.”
View Profile
Medicaid Planning Services
- Mother
“Rob and his team helped with the entire process with us and while in the process of helping us with my mother in law, in 2018 my husbands grandmother then also needed full time care!”
View Profile
White Cap Wealth Management
“Best financials planners in Utah.”
View Profile
Allred Jackson
“They have done our business and personal taxes for years.”
The 24 firms listed for American Fork, UT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: American Fork, UT
Of the 24 firms we list here, 7 are in American Fork itself and 17 come from towns including Lehi (4, 5 mi), Orem (4, 8 mi) and Sandy (3, 14 mi). 23 of the firms on this page have a rating, from 4.2 to 5.0 across 1,435 reviews; 9 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (83%) and quality (77%). The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "communication". The services the firms on this page list most often on their websites are tax services (3), bookkeeping (2), financial planning (2) and wealth management (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 32 years. 2 offer payment plans and 3 offer a free initial consultation. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for American Fork take financial planning bookings online?
6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
View Profile
RCM Investments
View Profile
Gurr CPA
- Tax Laws
- Tax Return
- Communication
“He was respectful, kind, and professional with helping me understand timelines and laws, and also presented and discussed what to anticipate and prepare for the next tax year.”
View Profile
Mainstreet Tax & Accounting Services
- Pay
- Letter
“When we got a letter from the IRS for a tax year that they did not do our taxes they still helped us figure out what we needed to do and didn't charge us for doing it.”
View Profile
Taylor Proactive Team
- Tax Law
- Planning
- Knowledge
“He is incredibly patient and has been willing to explain things slowly until I understand them, which has been so helpful as I don't have his accounting brain.”
View Profile
Squire
“Now at this point in my life where I am primarly focused on managing my personal investments I have found that they are very helpful on the tax planning side and tax preparation.”
View Profile
B.o.s.s. Retirement Solutions and Advisors
- Portfolio
- Feel
- Information
“The structure of thier programs are, when you do better, they also will do better, so it is in their interest also to really manage every aspect of your investments.”
View Profile
Kranenburg Accounting & Tax Service Cpas
- Interaction
- Financial
- Information
“They are not only top-notch professionals, but really good people who actually care about their clients and we're grateful to have known them for so long.”
View Profile
Larry Cox & Associates
- Team
“The first thing I found with Larry Cox Accounting,, it seems that their prices are going to be much less than what I've been paying with the competing firm [little-more than half of what I was paying elsewhere],, relevant to what I'd been perceiving...”
View Profile
Soulence Tax and Wealth Advisors
- Trust
- Company
- Strategy
“We are extremely satisfied with their ethics, valuable insights, expertise in tax preparation, cash management, payroll services, investment and tax mitigation strategy.”
View Profile
Wasatch Tax and Accounting
- Job
- Team
- Information
“Neala and her staff are extremely competent, professional and courteous and I would recommend their services to anyone for personal and business tax and accounting needs!”
View Profile
New Millennium Group - Financial Advisors
- Future
- Questions
- Life
“Whenever we have had questions or are in need of assistance the Financial Advisors have been very responsive to address our needs and ensure our investments are working for us.”
View Profile
Net Worth Advisory Group
- Market
- Reviews
- Goals
“I have worked with Ray L, Kristie D and Le Ann V since 2018 they have always been professional and so helpful with creating a financial plan that works for me.”
View Profile
Capital Wealth
- Seminar
- Pressure
- Options
“Capital Wealth Advisors has been handling my retirement accounts for several years and during that time I have had no concerns for the safety, security, or growth of my funds.”
View Profile
Integrated Financial Group
- Knowledge
- Questions
- Future
“He is very professional but warm and easy to talk to, he explains things thoroughly and in an easy to understand way, and is always available should I have questions.”
View Profile
Momentum Wealth
- Heart
- Retirement
- Company
“I have had several different financial companies manage my investments in the past and Pesci Financial is the best run, organized, and professional company I've experienced.”
View Profile
Core Financial
- Benefits
- Medicare
- Retirement
“We have taken an evening seminar and worked with Jared Knudsen on several different days to find out about our Social Security requirements and benefits.”
View Profile
Tencap Wealth Coaching - Financial Advisor
- Risk
- Felt
- Advice
“If something where to happen to my husband or myself I know that we have our money with people and a company I can depend on and that is such a relief!”
View Profile
Medicus Wealth Planning
- Needs
- Fee
- Team
“Medicus Wealth Planning in general, and Kevin Michels specifically, has handled my small account with the same care and respect as they would a much larger account.”
Retirement Planning and Investment Management Services in American Fork, UT Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 544 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
