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Personalized Advice For Portfolio Size of 100k And Above
Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
Your Information is Safe and Secure
Find Top Financial Advisors in Utah
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.
How To Find Trusted Financial Advisors in Utah
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.
Qualified Financial Advisors in Utah
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 18 Years | $70,000,000 | $500,000 | Fee-Based |
Financial Advisor
Experience18 Years
AUM$70,000,000
Minimum Assets$500,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Utah
VETTED
Mitch Simkins
Farther Finance, LLCAbout Mitch Simkins
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.
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.
About Farther Finance, LLC
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
9980 S 300 W #105,Sandy,UT 84070
Phone Number
385-399-9904
WiserAdvisor Reviews
Note: 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.
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Firm Name
BRIDGE INVESTMENT GROUPSandy, UT
No. of Advisors2300
AUM$47,001,314,000
No. of Clients132
Fee StructureA percentage of AUM, Performance Based
Firm Name
WASATCH ADVISORS LPSalt Lake City, UT
No. of Advisors90
AUM$26,663,066,907
No. of Clients237
Fee StructureA percentage of AUM, Performance Based
Firm Name
TOWNSQUARE CAPITAL, LLCProvo, UT
No. of Advisors17
AUM$8,777,551,735
No. of Clients33539
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SOLTIS INVESTMENT ADVISORS, LLCSt. George, UT
No. of Advisors72
AUM$6,821,969,061
No. of Clients3884
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
SEPIO CAPITAL, LPSalt Lake City, UT
No. of Advisors24
AUM$6,672,033,386
No. of Clients1963
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
Firm Name
GRANDEUR PEAK GLOBAL ADVISORSSalt Lake City, UT
No. of Advisors53
AUM$6,316,870,974
No. of Clients18
Fee StructureA percentage of AUM, Performance Based
Firm Name
CYNOSURE GROUP, LLCSalt Lake City, UT
No. of Advisors49
AUM$4,862,981,883
No. of Clients590
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
MORETON ASSET MANAGEMENT, LLCFarmington, UT
No. of Advisors6
AUM$3,812,690,525
No. of Clients149
Fee StructureA percentage of AUM, Hourly charges, Other (REFERRAL FEES)
Firm Name
DIVERSIFY ADVISORY SERVICES, LLCSandy, UT
No. of Advisors156
AUM$3,206,698,268
No. of Clients14301
Fee StructureA percentage of AUM, Hourly charges
Firm Name
DIVERSIFY WEALTH MANAGEMENT, LLCSandy, UT
No. of Advisors46
AUM$2,287,672,457
No. of Clients15718
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
KEYSTONE NATIONAL GROUP, LLCSalt Lake City, UT
No. of Advisors35
AUM$2,130,000,279
No. of Clients15
Fee StructureA percentage of AUM, Performance Based
Firm Name
PETERSON PARTNERSSalt Lake City, UT
No. of Advisors39
AUM$2,126,417,239
No. of Clients31
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
SUMMIT GLOBAL INVESTMENTS, LLCBountiful, UT
No. of Advisors32
AUM$2,028,895,819
No. of Clients6110
Fee StructureA percentage of AUM, Hourly charges, Performance Based
Firm Name
SUNDANCE BAYSalt Lake City, UT
No. of Advisors72
AUM$2,021,527,724
No. of Clients6
Fee StructureA percentage of AUM, Performance Based
Firm Name
DRIVE WEALTH ADVISERSLehi, UT
No. of Advisors15
AUM$2,016,635,518
No. of Clients3750
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)
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