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Portfolio Size of 100K and
above
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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
2
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
12
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 | |
|
Jaeden May, CFP®, CPA, CPWA®
CPA, CFP®, CPWA® ADAMS WEALTH ADVISORS 701 S Main, Suite 400, Logan, UT 84321 |
6 Years | $200,000,000 | $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
Qualifications
CRD# 7224395
Firm CRD# 286087
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
701 S Main,
Suite 400,
Logan,
UT
84321
Phone Number
435-752-1702
Jaeden joined the team in 2019 and has been passionate about helping clients navigate their financial journeys with confidence. She is dedicated to delivering tailored financial strategies that align with each clients unique goals and values, providing clarity and peace of mind every step of the way. As a CERTIFIED FINANCIAL PLANNER" (CFP®) and Certified Public Accountant (CPA), Jaeden brings a comprehensive approach to financial planning. She recently earned the Certified Private Wealth Advisor® (CPWA®) designation through the Investments and Wealth Institute, hosted by Chicago Booth University. This advanced certification enhances her expertise in wealth management strategies tailored for high-net-worth individuals, helping clients navigate complex financial landscapes, tax planning, and legacy strategies. She is also the only woman in Utah to hold all three of these distinguished certifications, a testament to her dedication to excellence in the field. Jaeden earned both her bachelors and masters degrees in accounting with an emphasis in Personal Financial Planning from Utah State University. Committed to lifelong learning, she continuously seeks opportunities to expand her knowledge and provide greater value to her clients. Her expertise and leadership have been widely recognizedUtah Business Magazine named her one of the 2023 30 Women to Watch, an honor celebrating visionary women poised to make a lasting impact in their industries. Read more about the award here. Beyond her professional achievements, Jaeden is deeply involved in her community. She serves on the board of Women in Business of Cache Valley, an organization dedicated to fostering networking opportunities and scholarships for local women, and sits on the Board of Governors for the Cache Chamber of Commerce. Outside of work, Jaeden and her husband love traveling, attending concerts, indulging in true crime TV, and spending quality time with their beloved dogs.
Adams Wealth Advisors is a full-service wealth management firm dedicated to providing personalized financial planning and investment strategies to individuals, families, and businesses. Since its founding in 2012 by Craig Adams, the firm has been built on a foundation of transparency, collaboration, and a client-first approach. With offices in Logan and St. George, Utah, Adams Wealth Advisors combines local expertise with a global perspective to deliver comprehensive financial solutions tailored to each client's unique goals. At Adams Wealth Advisors, we take a team-based approach to financial planning. Our highly accredited professionals include CERTIFIED FINANCIAL PLANNER™ practitioners (CFPs®), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), and other industry experts. This collaborative model ensures that clients benefit from a diverse range of expertise, delivering the most effective and customized strategies. We offer a full spectrum of services to address every aspect of our clients' financial lives, including retirement planning, investment strategies, tax strategies, estate planning, risk management, and education funding. Our investment management philosophy emphasizes disciplined, active management with a focus on long-term growth, risk mitigation, and alignment with each client's goals. By incorporating alternative investments such as structured products and private equity, we provide opportunities beyond traditional portfolios. What sets Adams Wealth Advisors apart is our unwavering commitment to client care and accessibility. We pride ourselves on proactive communication, ensuring clients are informed and confident in their financial decisions. Our team is always available to provide guidance, answer questions, and adjust plans as life evolves. We believe that successful financial planning is about more than managing assets' it's about partnering with our clients to help them achieve their dreams. Deeply rooted in the Utah community, Adams Wealth Advisors is passionate about giving back. We actively support local initiatives and charities, reflecting our belief in building stronger communities. This local presence, combined with our world-class expertise, makes us a trusted partner for clients throughout the region. At Adams Wealth Advisors, we understand that choosing a financial partner is one of the most important decisions you'll make. With a minimum of $200,000 in investable assets, our clients benefit from a level of personalized service and expertise that sets us apart from competitors. We are committed to delivering value that exceeds expectations, always putting our clients' interests first. Whether you're planning for retirement, growing your wealth, or navigating the complexities of a business transition, Adams Wealth Advisors is here to help. Our mission is simple: to provide clarity, confidence, and peace of mind in every financial decision. Together, we'll create a roadmap for your financial success.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
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.
