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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 28 | 22 | $2,101,296,976 | A percentage of AUM, Performance Based
|
|
| 14 | 1855 | $1,230,473,362 | A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)
|
|
| 17 | 908 | $461,182,633 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 42 | 5850 | $433,931,350 | Fixed fees, Other (REFERRAL FEES)
|
|
| 7 | 218 | $250,763,185 | A percentage of AUM, Subscription fees, Fixed fees
|
|
| 3 | 299 | $129,688,276 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 19 | 884 | $121,443,824 | A percentage of AUM, Hourly charges
|
|
| 4 | 337 | $101,359,732 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
|
|
| 5 | 849 | $25,174,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 12 | $2,356,002 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 3333 N. Digital Dr., Suite 200, Lehi, UT 84043 | 801-223-7502 | |
| 2400 N 3130 W, Lehi, UT 84043 | 801-270-6484 | |
| 4116 West 1530 North, Lehi, UT 84043 | 801-687-4788 | |
| 1176 N 1400 W, Suite 152/112, Lehi, UT 84604 | 801-561-1053 | |
| 2975 West Executive Parkway, Suite 152/112, Lehi, UT 84043 | 801-561-1053 | |
| 2975 West Executive Parkway, Suite 152/112, Lehi, UT 84043 | 801-561-1053 | |
| 2975 West Executive Parkway, Suite 152/112, Lehi, UT 84043 | 801-561-1053 | |
| 3435 N Center Street, Suite 2, Lehi, UT 84043 | 801-331-8355 | |
| 75 West State Street, Suite B, Lehi, UT 84043 | 801-768-0718 | |
| 111 E Main St, Suite L1, Lehi, UT 84043 | 801-407-1150 |
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.
