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Find Top Financial Advisors in Utah

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Qualifications of Financial Advisor in Utah

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List of Financial Advisors in Utah
Financial Advisor Office Location Phone Number
Jared Copinga
Edelman Financial Engines, LLC
240 E Promontory,
Farmington, UT  84025
138 East 12300 South Suite A,
Draper, UT  84020
(866) 711-4496
(801) 619-3771
A. Russel Hodgson, CFP
Advanced Retirement Strategies
563 West 500 South,
Bountiful, UT  84010
(385) 249-5652
Mike Johnson
Pillar Capital
770 East Main Street Suite 310,
Lehi, UT  84043
(801) 770-3301

Information on Qualified Financial Advisors in Utah

Qualifications CRD# 3185621
FirmCRD# 104510
Series 6, 7, 24, 63, 65

Compensation/Fee Fee Based Only - No Commissions

Office Location 240 E Promontory,
Suite 200,
Phone Number (866) 7114496

Office Location 138 East 12300 South Suite A,
Draper,UT  84020
Phone Number (801) 6193771

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1998. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Studied Chemistry at the University of Utah. Married to Robyn. They have three children: Aidan, Ella, and Lily. Jared enjoys hiking, photography, and smoking BBQ.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 1695013
FirmCRD# 293750
Series 7, 24, 65, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee

Office Location 563 West 500 South,
Phone Number (385) 2495652

If you have heart problems, you seek out a cardiac specialist  not a general practitioner. Similarly, if you are reaching retirement or already retired, you need the help of a financial advisor who has extensive experience designing income and money management strategies for retirees. Russ Hodgsons experience and training give him the knowledge to identify financial weaknesses and recommend strategies other financial advisors may not recognize. My mission, Russ says, is to create comprehensive retirement income strategies for clients who have spent a lifetime accumulating assets and now need to use those assets wisely for lifetime income. A financial professional since 1987, Russ has the in-depth knowledge of financial issues that comes from almost three decades of experience. His credentials include a B.S. in Economics from the University of Utah and the elite designation of CERTIFIED FINANCIAL PLANNER" (CFP®) practitioner, which required advanced coursework in a comprehensive range of financial subjects. As an independent advisor, Russ is not burdened with the pressure of selling certain financial products or meeting sales quotas. He is free to search the marketplace and recommend strategies that are driven strictly by his clients needs and best interests. Working with him, clients get an unbiased, well-thought-out plan, not a sales pitch. Away from work, Russ enjoys spending his time in various outdoor activities. He and his wife have been married 25 years and have four children.

About Advanced Retirement Strategies

At Advanced Retirement Strategies, we believe that every person faces a unique set of challenges as they move toward and through retirement. Our intuitive process is aimed at helping reduce and eliminate the five most common issues that retirees face as they strive for long-term financial independence. These include: 1) Sequence of return risk 2) Longevity 3) Inflation and taxes 4) Health care expenses 5) Destructive investor behavior Through a systematic approach, we will help you identify current gaps and take advantage of future opportunities - all in pursuit of wealth independence in retirement. Through a series of three meetings, we will: Get to know you - your personal goals, ambitions and dreams for the future. Gain insight into your financial picture by gathering data and relating it back to who you are and what you hope to accomplish in a custom-tailored financial strategy. Design and implement your plan in a way that acknowledges your risk, reduces your tax implications, mitigates your health care expenses, and encourages positive investor behavior. As an independent fiduciary firm, your best interest is our only interest. When you partner with us on your retirement planning and investment management journey, you can expect transparency, professionalism and objectivity that is unburdened by sales quotas or third-party requirements.

Qualifications CRD# 2600801
FirmCRD# 153191
Series 63, 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Hourly

Office Location 770 East Main Street Suite 310,
Phone Number (801) 7703301

1995 - 2003: Senior VP, Pillar Capital Advisors: Analyst, Portfolio Manager, Partner, Head of Investment Committee. Small Cap stocks picking firm with $125M in AUM. 2003 - 2006: President, Inflection Point Capital Partners: Founder of firm which focused on alternative assets including private equity, venture capital, oil and gas exploration 2006 - 2010: Regional VP, Zacks Investment Management. Covered the Mountain West region and worked with wealth management clients of Zacks. 2010 - Present: Founder and President, Pillar Capital

About Pillar Capital

Pillar Capital is focused on investment science as opposed to speculation. We are an Evidence-Based, fee-only Registered Investment Advisor (RIA) and do not sell/recommend commissioned products because of the cost and inherent conflicts of interest.

List of Additional Financial Advisors in Utah
Equity Services, Inc. Logan, UT
Wasatch Wealth Management, LLC Salt Lake City, UT
Wells Fargo Advisors, LLC Saint George, UT
Z Financial Planning, LLC Salt Lake City, UT
Liberty Riverton, UT
AXA Advisors, LLC Provo, UT
MassMutual Financial Group Salt Lake City, UT