Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Looking for a financial advisor in Utah? Look no further than WiserAdvisor. It is a good place to start with your search to compare vetted advisors and find one that meets your criterion. It is essential for those who want to make informed decisions about their personal finances to consider working with a financial advisor as seeking assistance from a professional can provide you with better financial insights that greatly impact your investment returns. On our directory listing of ranked financial advisors in Utah, you'll find a list of professionals who are experienced at helping individuals like you with their financial needs. Financial advisors in and around Utah can provide tailored advice on retirement planning, investment strategies, wealth management, financial planning, estate planning, and more.
Utah
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Utah
have an average of
18
years of experience.
NOTE: The list of vetted financial
advisors in
Utah
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Utah.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 18 Years | $70,000,000 | $500,000 | Fee-Based |
Qualifications
CRD# 5416538
Firm CRD# 302050
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
9980 S 300 W #200,
Sandy,
UT
84070
Phone Number
385-399-9904
Forget what you knew about financial advisors. Our firm is truly different. We blend high-touch service with innovative technology to deliver a comprehensive, first-of-its-kind client experience. For Business Owners: Value Enhancement: We help you value and increase the value of your business. Life Plan Calibration: We align your life plan with your business potential, providing a roadmap to achieve your goals. Your business might be your largest and most prosperous asset and shouldn't be ignored in your plan. Flexible Exit Strategies: We offer flexible planning for how you exit your business. For Individuals: Asset Management: We assist in evaluating and managing your personal assets. Return on Life (ROL): Through in-depth planning and sophisticated analytical tools, we plan to increase your ROL. Comprehensive Solutions: We consider your financial and risk complexities, resolving them ourselves or leveraging our broad network of professionals. For All: We help you experience tomorrow's vision today and create a roadmap to get there. On a personal note, because life is about more than money and money should be used to enjoy life, I work to model this in my own life. My success has helped me focus on the things in life that matter most: family, friends, faith, and service. My greatest 'pay' is experiencing my clients enjoy what they value most. My wife Mary and I have enjoyed living in the Salt Lake Valley for nearly three decades. We have four children and two grandchildren, and stay busy participating in their activities and supporting their goals. I love to mountain bike, golf, ski, and fish.
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.
Advisory Services Provided:
Financial Planning, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 2300 | 132 | $47,001,314,000 | A percentage of AUM, Performance Based |
|
| 90 | 237 | $26,663,066,907 | A percentage of AUM, Performance Based |
|
| 17 | 33539 | $8,777,551,735 | A percentage of AUM, Fixed fees |
|
| 72 | 3884 | $6,821,969,061 | A percentage of AUM, Fixed fees, Performance Based |
|
| 24 | 1963 | $6,672,033,386 | A percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES) |
|
| 53 | 18 | $6,316,870,974 | A percentage of AUM, Performance Based |
|
| 49 | 590 | $4,862,981,883 | A percentage of AUM, Fixed fees, Performance Based |
|
| 6 | 149 | $3,812,690,525 | A percentage of AUM, Hourly charges, Other (REFERRAL FEES) |
|
| 156 | 14301 | $3,206,698,268 | A percentage of AUM, Hourly charges |
|
| 46 | 15718 | $2,287,672,457 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 35 | 15 | $2,130,000,279 | A percentage of AUM, Performance Based |
|
| 39 | 31 | $2,126,417,239 | A percentage of AUM, Fixed fees, Performance Based |
|
| 32 | 6110 | $2,028,895,819 | A percentage of AUM, Hourly charges, Performance Based |
|
| 72 | 6 | $2,021,527,724 | A percentage of AUM, Performance Based |
|
| 15 | 3750 | $2,016,635,518 | A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER) |
Financial advisors listed on our directory for the state of Utah provide a range of services, such as retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and financial goals. Read on to better understand how financial advisors can assist you with the various services they provide.
Financial advisors in Utah may use different compensation methods, including charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. It is crucial to understand your advisor's fee structure and remain mindful of potential conflicts of interest that could influence their advice. To develop a better understanding of how financial advisors charge, we recommend reading more on the costs of hiring a financial advisor.
The qualifications that you should look for in a financial advisor include years of relevant experience in providing advisory services to people in Utah and ensuring that an advisor has the necessary licenses and registrations with trusted regulatory bodies such as FINRA and the SEC. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.
A financial advisor in Utah can help you plan for your children's education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, read on about the 5 common ways parents save for their kid's education.
Yes, a financial advisor in Utah can help you with charitable giving by recommending tax-efficient strategies for donating to charitable organizations, such as donor-advised funds or charitable trusts. They can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you in charitable giving, read more about Charitable Planning Strategies.
A financial planner can help you with various financial goals such as planning for your retirement, creating strategies for investments that will help you grow your wealth, plan for tax efficient ways to save you money, to help you manage your debt, estate planning to assist you to transfer your assets to your heirs, and more. Read the article to learn more about how a financial advisor can help you with your financial goals.
A financial advisor in Utah can help you prepare for retirement by creating a personalized financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose retirement accounts, and manage your investments. Additionally, a financial advisor can help you plan for potential healthcare expenses during retirement and ensure that your assets are distributed according to your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.
