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Find Top Financial Advisors in Bountiful, Utah

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Bountiful, Utah
Last Updated - 23-Mar-2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in Bountiful, Utah
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jake Oyler
COLWYN INVESTMENTS
10923 South Redwood Rd,
South Jordan, UT 84095
Not Disclosed $50 Million $100000 Fee-Only

Information on Qualified Financial Advisors in Bountiful

Qualifications Firm CRD# 171858
Series 7, 63, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 10923 South Redwood Rd,
South Jordan,
UT
84095
Phone Number 385-251-5604

About Colwyn Investments

Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk management. We do not pretend to know what the future will bring, but we promise to be there when it comes. Our goal is to simplify the wealth management and retirement process by creating personalized plans to help our clients achieve their financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Top Financial Advisor Firms in Bountiful, Utah (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
SUMMIT GLOBAL INVESTMENTS, LLC
620 South Main Street,
Bountiful, UT 84010
$1,758,129,701 2929 A percentage of AUM
Hourly charges
Performance Based
STRATEGIC PLANNING GROUP
190 South Main Street,
Bountiful, UT 84010
$374,971,917 2695 A percentage of AUM
Hourly charges
Fixed fees
ALLIANCE WEALTH ADVISORS, LLC
150 North Main Street , Suite 202,
Bountiful, UT 84010
$229,975,579 1014 A percentage of AUM
ARS INVESTMENT ADVISORS, INC.
563 West 500 South , Suite 420,
Bountiful, UT 84010
$114,000,000 1085 A percentage of AUM
Hourly charges
Fixed fees
SG TRADING SOLUTIONS, LLC
620 S Main Street,
Bountiful, UT 84010
$100,000,000 2 A percentage of AUM

    List of Additional Advisors in Bountiful, Utah*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Michael Mason, Summit Capital Services L.C.
    Inquire with Michael
    1398 Madera Hills Drive, Bountiful, UT  84010 801-864-9386
    Alliance Wealth Advisors
    Inquire with Alliance
    150 North Main Street, Suite 202, Bountiful, UT  84010 801-683-6000
    Edward Jones
    Inquire with Edward
    3393 Orchard Drive, Bountiful, UT  84010 801-292-2295
    Edward Jones
    Inquire with Edward
    160 North Main Street, Bountiful, UT  84010 801-292-2061
    Jason Parman
    Inquire with Jason
    276 S Main St, Bountiful, UT  84010 801-631-6923
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?