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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.

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 - 15-May-2022

Bountiful has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 4 non-vetted advisors in your local area. These financial advisors in Bountiful , Utah have an average of 24 years of experience.

NOTE: The list of financial advisors in Bountiful , Utah mentioned below do 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 Bountiful , Utah .

Qualified Financial Advisors in Bountiful, Utah
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jared Copinga
Chartered Retirement Planning Counselor (CRPC®), CRPC®
EDELMAN FINANCIAL ENGINES, LLC
2825 East Cottonwood Parkway,
Salt Lake City, UT 84121
21 Not Specified Not Specified Fee-Based
Marty Watkins
CFP®
TRUENORTH WEALTH
1935 East Vine Street,
Salt Lake City, UT 84121
28 Not Specified Not Specified Fee-Only

Information on Qualified Financial Advisors in Bountiful

Qualifications CRD# 3185621
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2825 East Cottonwood Parkway,
Suite 460,
Salt Lake City,
UT
84121
Phone Number 801-619-3771

As a financial planner since 2000, I help my clients make better decisions with their money so they can spend their time focusing on what's important to them. We collaborate to create a financial vision that can help to positively impact their future. Outside of work, I have a passion for photography and love entertaining with food that I grill and smoke myself.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2251777
FirmCRD# 142205

Compensation/Fee Fee-Only


Office Location 1935 East Vine Street,
Unit #120,
Salt Lake City,
UT
84121
Phone Number 801-274-1820

About TrueNorth Wealth

Helping clients achieve extraordinary financial goals is the undeviating focus at TrueNorth Wealth. That focus is continually driven, sharpened, and inspired by the remarkable ways in which our clients pay the price their goals demand. Although every clients individual journey to significant wealth is unique, each path is deeply marked in some way by tremendous dedication and overwhelming sacrifice. TrueNorth Wealth is a fee-only wealth management firm. This means there are no commissions, no affinity kickbacks, and no ulterior motive for us to place clients in any particular security or investment. It means that you get customized advice built around you, and you never have to wonder about the incentives motivating our advice. That type of fiduciary arrangement is important to nearly all our clients. We earn our fees by leveraging our professional investment knowledge and tax expertise, not by pushing certain investment products. Each one of our advisors is a true fiduciary in every sense of the word. Whats best for the client is our only thought, and our own success depends entirely on the satisfaction of those we serve. We charge a small fee that is based solely on the assets we manage. We believe this is a healthy arrangement because it incentivizes us to grow your account. Other firms may generate significant amounts of revenue for themselves without their clients accounts growing at all.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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


Top Financial Advisor Firms in Bountiful, Utah
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
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
Strategic Planning Group
190 South Main Street,
Bountiful, UT 84010
$454,036,134 2224 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

    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
    442 N Main St, Ste 210C, 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
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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?