Financial Advisors in Utah

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs


What advisory services do you need?
What is the size of your investment portfolio?
City: State:
 
First Name:   Last Name:
 
Email   Phone No:
 
Additional Information (optional)
Results from people who have used the "Match Me" form above

Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

WiserAdvisor >   Financial Advisors >   Utah 

Premium Financial Advisors Listing

Roy Jones, MBA, CFP, Financial Advisor from Utah,

Roy Jones, MBA, CFP

Aegis Wealth Group is a family-owned, fee-based investment business based out of Sandy, Utah. Our financial planners are affiliated with LPL Financial, the largest independent investment advisor in the United States as reported by Financial Planning Magazine for June 1996 through 2010 based on total revenue. People choose to work with me for the f...

Jim Dishman, CFP, ChFC, Financial Advisor from Utah,

Jim Dishman, CFP, ChFC

Jim Dishman and David Petersen are dedicated to helping their clients manage and preserve their wealth. The key to their success is the personalized approach they take to assist clients with Retirement Planning, Wealth Management and Estate Planning. Both Jim and Dave are experienced Financial Advisors, with 37 years of combined experience. Jim a...

Mike Johnson, MBA, Financial Advisor from Utah,

Mike Johnson, MBA

Pillar Index Advisors is a boutique wealth management firm providing customized wealth preservation/growth solutions for a select group of investors. We are a fee-only Registered Investment Advisor (RIA) and do not sell/recommend commisioned products because of the inherant conflicts of interest. We function as a "Personal CFO" for our clients -...

Cameron  Foster, CFP, Financial Advisor from Utah,

Cameron Foster, CFP

Riggs Capital Management (RCM) is an SEC-registered investment advisory firm providing wealth management and financial planning services to individuals and institutions across the nation. RCM focuses on providing every client with a high level of diversification, convenience, transparency and world class service as we keep you on track to reaching ...

Sandy Hatch, Financial Advisor from Utah,

Sandy Hatch

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Other Financial Advisors Listing

Michael Frandsen, Financial Advisor from Utah,

Michael Frandsen

AXA Advisors, LLC

To assist clients in achieving the peace of mind that comes from knowing that they are maximizing their opportunities in accumulating, protecting and distributing their wealth. This is achieved throug...

John Driggs, Financial Advisor from Utah,

John Driggs

Liberty

What are your goals, and how will you achieve them? We want to help you achieve your goals by listening to what you want to accomplish. Then, design a strategy to reach your goals so that you can do ...

J. Brody Orton, CRPC, Financial Advisor from Utah,

J. Brody Orton, CRPC

Wells Fargo Advisors, LLC

As a Financial Advisor, I provide sound financial advice and value-added service to investors always striving to build long-term relationships based on mutual trust and respect. Through a long-term ...

Jim Zeberlein CFP, Financial Advisor from Utah,

Jim Zeberlein CFP

Z Financial Planning, LLC

Jim Zeberlein CFP and Z Financial Planning, LLC have been offering comprehensive and hourly, fee-only financial planning advice, insurance consulting and investment management services that address t...

Trent Johnson, Financial Advisor from Utah,

Trent Johnson

Strategic Financial Partners

SFP is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expert...

Brandon Stimpson, Financial Advisor from Utah,

Brandon Stimpson

Equity Services, Inc.

Our focus is professional asset management of retirement accounts for individuals and businesses seeking sound, objective advice while developing a relationship of trust and service....

A. Bruce Laurence, Financial Advisor from Utah,

A. Bruce Laurence

The Planners Network Inc

I am a sole practitioner, working with my son, Chris R. Laurence, who is an attorney. My business is built around Estate Planning and Retirement products, through a life planning concept. I have cli...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only