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Advisors / Utah / Lehi
10yrs

Michael Payne

Financial advisor at Strategic Advisers

Michael Payne has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Lehi, Utah. Michael has been with Strategic Advisers since 2025; before that, Michael spent a year at Fidelity Personal and Workplace Advisors and a year at Morgan Stanley. Michael holds the CFP® designation.

One of 247 advisors with offices in Lehi, and one of 235 fiduciaries.

Lehi, UTCFP®Fiduciary advisor

At a glance

Experience10 years (since 2016)
How that compares ?More experience than 61% of advisors at Strategic Advisers
OfficeLehi, UT
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. Feb 2024 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. Nov 2022 – Jan 2024
    Morgan StanleyPreviously
  4. 2017 – 2023
    Harrisdirect LLCPreviously

Contact Michael

(617) 563-7000Firm headquarters in Boston, MA. Ask for Michael. Lehi, UTOffice · Get directions

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Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Strategic Advisers at (617) 563-7000 and ask for Michael Payne. Michael works from the Lehi, UT office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2016, about 10 years. More experience than 61% of advisors at Strategic Advisers.

What licenses does Michael hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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