How do I choose a financial planner for retirement?

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

How do I know if my financial advisor is a fiduciary?

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.

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Find Top Financial Advisors in Provo, Utah

Q: What does a financial advisor do?

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.

Q: Is it worth paying for 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 breast 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.

Q: What is the difference between a financial planner and a 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

Q: When should I hire 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.

Q: How do I choose the right 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.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Provo, Utah, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Provo, Utah

Provo has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Provo, Utah have an average of 3 years of experience.

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

Qualified Financial Advisors in Provo, Utah

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Joey HydeAllegis Financial Partners2701 N Thanksgiving Way, #100Lehi, UT 84043	3 Years	Not Specified	Not Specified	Fee-Based
Pure Financial Advisors LLC3450 N Triumph BoulevardLehi, UT 84043	N/A	$4,600,000	Not Specified	Fee-Only

Financial Advisor

Joey HydeAllegis Financial Partners2701 N Thanksgiving Way, #100Lehi, UT 84043

Experience3 Years

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureFee-Based

Financial Advisor

Pure Financial Advisors LLC3450 N Triumph BoulevardLehi, UT 84043

ExperienceN/A

AUM$4,600,000

Minimum AssetsNot Specified

Fee StructureFee-Only

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Information on Qualified Financial Advisors in Provo, Utah

VETTED

Joey Hyde

Allegis Financial Partners

About Joey Hyde

Before becoming a financial planner, I spent years on the other side of the table. At Intermountain Health, SpaceX, and Extra Space Storage, I managed 401(k) plans, pensions, and employee benefits, giving me an insider's understanding of how employer retirement and benefits programs really work. Today, as a financial planner with Allegis Financial Partners, I bring that real-world experience to comprehensive planning for people at every stage of life whether you're growing your savings, navigating a career change, or building a lasting retirement income strategy. My focus is simple: helping you make confident, informed decisions with the money you've worked hard to earn.

About Allegis Financial Partners

Allegis Financial Partners is a comprehensive financial services agency dedicated to helping individuals, families, and businesses build stable, proactive pathways toward their long-term financial goals.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Qualifications

CRD# 7478146 Firm CRD# 4173Series 65

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Office Location

2701 N Thanksgiving Way, #100,Lehi,UT 84043

Phone Number

801-792-4933

VETTED

Pure Financial Advisors LLC

About Pure Financial Advisors, LLC

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality.

Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future.

The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn.

Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications

Firm CRD# 144316

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Office Location

3450 N Triumph Boulevard,Suite 102,Lehi,UT 84043

Phone Number

385-508-3105

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Provo, Utah

Provo, Utah is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Provo, Utah are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Provo, Utah, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


BRIDGE INVESTMENT GROUPSandy, UT	2300	132	$47,001,314,000	A percentage of AUM, Performance Based
WASATCH ADVISORS LPSalt Lake City, UT	90	237	$26,663,066,907	A percentage of AUM, Performance Based
TOWNSQUARE CAPITAL, LLCProvo, UT	17	33539	$8,777,551,735	A percentage of AUM, Fixed fees
SOLTIS INVESTMENT ADVISORS, LLCSt. George, UT	72	3884	$6,821,969,061	A percentage of AUM, Fixed fees, Performance Based
SEPIO CAPITAL, LPSalt Lake City, UT	24	1963	$6,672,033,386	A percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
GRANDEUR PEAK GLOBAL ADVISORSSalt Lake City, UT	53	18	$6,316,870,974	A percentage of AUM, Performance Based
CYNOSURE GROUP, LLCSalt Lake City, UT	49	590	$4,862,981,883	A percentage of AUM, Fixed fees, Performance Based
MORETON ASSET MANAGEMENT, LLCFarmington, UT	6	149	$3,812,690,525	A percentage of AUM, Hourly charges, Other (REFERRAL FEES)
DIVERSIFY ADVISORY SERVICES, LLCSandy, UT	156	14301	$3,206,698,268	A percentage of AUM, Hourly charges
DIVERSIFY WEALTH MANAGEMENT, LLCSandy, UT	46	15718	$2,287,672,457	A percentage of AUM, Hourly charges, Fixed fees
KEYSTONE NATIONAL GROUP, LLCSalt Lake City, UT	35	15	$2,130,000,279	A percentage of AUM, Performance Based
PETERSON PARTNERSSalt Lake City, UT	39	31	$2,126,417,239	A percentage of AUM, Fixed fees, Performance Based
SUMMIT GLOBAL INVESTMENTS, LLCBountiful, UT	32	6110	$2,028,895,819	A percentage of AUM, Hourly charges, Performance Based
SUNDANCE BAYSalt Lake City, UT	72	6	$2,021,527,724	A percentage of AUM, Performance Based
DRIVE WEALTH ADVISERSLehi, UT	15	3750	$2,016,635,518	A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)

Firm Name

BRIDGE INVESTMENT GROUPSandy, UT

No. of Advisors2300

AUM$47,001,314,000

No. of Clients132

Fee StructureA percentage of AUM, Performance Based

Firm Name

WASATCH ADVISORS LPSalt Lake City, UT

No. of Advisors90

AUM$26,663,066,907

No. of Clients237

Fee StructureA percentage of AUM, Performance Based

Firm Name

TOWNSQUARE CAPITAL, LLCProvo, UT

No. of Advisors17

AUM$8,777,551,735

No. of Clients33539

Fee StructureA percentage of AUM, Fixed fees

Firm Name

SOLTIS INVESTMENT ADVISORS, LLCSt. George, UT

No. of Advisors72

AUM$6,821,969,061

No. of Clients3884

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

SEPIO CAPITAL, LPSalt Lake City, UT

No. of Advisors24

AUM$6,672,033,386

No. of Clients1963

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)

Firm Name

GRANDEUR PEAK GLOBAL ADVISORSSalt Lake City, UT

No. of Advisors53

AUM$6,316,870,974

No. of Clients18

Fee StructureA percentage of AUM, Performance Based

Firm Name

CYNOSURE GROUP, LLCSalt Lake City, UT

No. of Advisors49

AUM$4,862,981,883

No. of Clients590

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

MORETON ASSET MANAGEMENT, LLCFarmington, UT

No. of Advisors6

AUM$3,812,690,525

No. of Clients149

Fee StructureA percentage of AUM, Hourly charges, Other (REFERRAL FEES)

Firm Name

DIVERSIFY ADVISORY SERVICES, LLCSandy, UT

No. of Advisors156

AUM$3,206,698,268

No. of Clients14301

Fee StructureA percentage of AUM, Hourly charges

Firm Name

DIVERSIFY WEALTH MANAGEMENT, LLCSandy, UT

No. of Advisors46

AUM$2,287,672,457

No. of Clients15718

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

KEYSTONE NATIONAL GROUP, LLCSalt Lake City, UT

No. of Advisors35

AUM$2,130,000,279

No. of Clients15

Fee StructureA percentage of AUM, Performance Based

Firm Name

PETERSON PARTNERSSalt Lake City, UT

No. of Advisors39

AUM$2,126,417,239

No. of Clients31

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

SUMMIT GLOBAL INVESTMENTS, LLCBountiful, UT

No. of Advisors32

AUM$2,028,895,819

No. of Clients6110

Fee StructureA percentage of AUM, Hourly charges, Performance Based

Firm Name

SUNDANCE BAYSalt Lake City, UT

No. of Advisors72

AUM$2,021,527,724

No. of Clients6

Fee StructureA percentage of AUM, Performance Based

Firm Name

DRIVE WEALTH ADVISERSLehi, UT

No. of Advisors15

AUM$2,016,635,518

No. of Clients3750

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?