Bountiful, UT
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Find Top Financial Advisors in Bountiful, Utah

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.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Bountiful, Utah

Last Updated - May 16, 2024

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 and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
SUMMIT GLOBAL INVESTMENTS, LLC
620 South Main Street, Bountiful, UT 84010
21 3710 $1,536,735,753
A Percentage of AUM, Hourly charges, Performance Based
STRATEGIC PLANNING GROUP
190 South Main Street, Bountiful, UT 84010
17 1044 $431,829,798
A Percentage of AUM, Hourly charges, Fixed Fees
SG TRADING SOLUTIONS, LLC
620 S Main Street, Bountiful, UT 84010
5 2 $100,000,000
A Percentage of AUM

    Frequently Asked Questions

    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.