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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.
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 |
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
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 |
* 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 |
Grow your AUM with pre-qualified leads!
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