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Find Top Financial Advisors in Farmington, 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 Farmington, Utah

Last Updated - 27-Sep-2023

Farmington has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These financial advisors in Farmington, Utah have an average of 15 years of experience.

NOTE: The list of vetted financial advisors in Farmington, 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 Farmington, Utah.

Qualified Financial Advisors in Farmington, Utah

Financial Advisor Experience AUM Minimum Assets Fee Structure
Jon Paulsen
2123 w Loveland LN,
Farmington, UT 84025
15 Years $5,000,000 $100,000 Fee-Based

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Information on Qualified Financial Advisors in Farmington, Utah

Qualifications CRD# 5534292
Firm CRD# 153666
Series 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 2123 w Loveland LN,
Phone Number 801-923-5007

Jon Paulsen has an MBA from Brigham Young University and the CFA designation. He has 12 years of experience in the financial services industry including Zions Bank and Fidelity investments. He currently works with a group of financial advisors under the Promontory Financial Planning group. He is dedicated to ensuring his clients are making sound financial decisions that will help them to get the most out of their money. He enjoys golfing with his wife and 3 kids when he is not working.

About Premier Financial Planning

Premier Financial Planning

Premier Financial Planning is part of a group of Registered Investment Advisors with decades of experience in the financial services industry. We believe in low-cost, diversified investing using a combination of ETFs, mutual funds, stocks, private placement bonds, and other alternative investment vehicles. We also believe that an advisor should be there for you whenever you have questions or concerns about the financial industry and how it might affect your money.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
40 N 100 E, Farmington, UT 84025
6 142 $2,492,610,794
A percentage of AUM, Hourly charges, Other (REFERRAL FEES)
630 N Main Street, Farmington, UT 84025
10 1042 $201,103,848
A percentage of AUM, Hourly charges, Fixed fees
630 Main Street, Farmington, UT 84025
2 0 $0
A percentage of AUM

    List of Additional Advisors in Farmington, Utah*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    630 N Main St, Farmington, UT  84025 801-447-4200
    1361 N Highway 89, Ste 16, Farmington, UT  84025 801-671-1600
    991 Shepard Lane, Suite 215, Farmington, UT  84025 801-447-9214
    824 W Shepard Lane, Farmington, UT  84025 801-451-7229
    824 W Shepard Lane, Farmington, UT  84025 801-451-7229
    670 Shepard Lane, #101, Farmington, UT  84025 801-447-9487

      Select other cities around Farmington, Utah to broaden your search for a financial advisor

      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.