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 Lehi, 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 Lehi, Utah (Ranked by AUM) |
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Firm Name | AUM | No. of Clients | Fee Structure |
WEST RIM CAPITAL ASSOCIATES II, L.P.
2801 North Thanksgiving Way , Suite 200, Lehi, UT 84043 |
$2,101,296,976 | 22 |
A percentage of AUM Performance Based |
DRIVE WEALTH ADVISERS
2000 W. Ashton Blvd. , Suite 120, Lehi, UT 84043 |
$1,230,473,362 | 1855 |
A percentage of AUM Hourly charges Fixed fees Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER) |
ANDINA FAMILY OFFICES
Thanksgiving Business Park , 2600 Executive Parkway, Suite 451, Lehi, UT 84043 |
$461,182,633 | 908 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
B.O.S.S. RETIREMENT ADVISORS, LLC
3400 N Ashton Blvd , Suite 190, Lehi, UT 84043 |
$433,931,350 | 5850 |
Fixed fees Other (REFERRAL FEES) |
SOLIDARITY WEALTH, LLC
3300 N. Triumph Boulevard, Suite 100, Lehi, UT 84043 |
$250,763,185 | 218 |
A percentage of AUM Subscription fees Fixed fees |
SWITCHPOINT FINANCIAL PLANNING LLC
2901 W Bluegrass Blvd , Suite 200 - 26, Lehi, UT 84043 |
$129,688,276 | 299 |
A percentage of AUM Hourly charges Fixed fees |
DECKER RETIREMENT PLANNING INC.
2889 W Ashton Blvd. , Suite 125, Lehi, UT 84043 |
$121,443,824 | 884 |
A percentage of AUM Hourly charges |
AGILIS WEALTH MANAGEMENT,LLC
3450 N Triumph Blvd , Suite 102, Lehi, UT 84043 |
$101,359,732 | 337 |
A percentage of AUM Hourly charges Subscription fees Fixed fees |
MY PROSPER TEAM
3130 West Maple Loop Drive , Suite 203, Lehi, UT 84043 |
$25,174,000 | 849 |
A percentage of AUM Hourly charges Fixed fees |
EVESTIA FINANCIAL
2975 W Executive Pkwy , Ste 205, Lehi, UT 84043 |
$2,356,002 | 12 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
UCCU Financial Group Inquire with UCCU |
3333 N. Digital Dr., Suite 200, Lehi, UT 84043 | 801-223-7502 |
Holbrook Farms Inquire with Holbrook |
2400 N 3130 W, Lehi, UT 84043 | 801-270-6484 |
Marshall Nielson Inquire with Marshall |
4116 West 1530 North, Lehi, UT 84043 | 801-687-4788 |
William Black Inquire with William |
1176 N 1400 W, Suite 152/112, Lehi, UT 84604 | 801-561-1053 |
Debora Nelson Inquire with Debora |
2975 West Executive Parkway, Suite 152/112, Lehi, UT 84043 | 801-561-1053 |
Elisa Black Inquire with Elisa |
2975 West Executive Parkway, Suite 152/112, Lehi, UT 84043 | 801-561-1053 |
Kalleen Campbell Inquire with Kalleen |
2975 West Executive Parkway, Suite 152/112, Lehi, UT 84043 | 801-561-1053 |
Edward Jones Inquire with Edward |
3435 N Center Street, Suite 2, Lehi, UT 84043 | 801-331-8355 |
Edward Jones Inquire with Edward |
75 West State Street, Suite B, Lehi, UT 84043 | 801-768-0718 |
Edward Jones Inquire with Edward |
111 E Main St, Suite L1, Lehi, UT 84043 | 801-407-1150 |
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?