Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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.
Salt Lake City
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
86
non-vetted advisors in your local area. These financial advisors in
Salt Lake City,
Utah
have an average of
12
years of experience.
NOTE: The list of vetted financial
advisors in
Salt Lake City,
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
Salt Lake City, Utah.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 12 Years | $1,500,000 | $100,000 | Fee-Based |
Qualifications
CRD# 5534292
Firm CRD# 153666
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
2123 w Loveland LN,
Farmington,
UT
84025
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.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 86 | 231 | $39,493,239,726 | A percentage of AUM, Performance Based
|
|
| 24 | 1590 | $2,197,146,590 | A percentage of AUM
|
|
| 16 | 13 | $1,296,628,311 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 61 | 8 | $718,024,835 | A percentage of AUM, Performance Based
|
|
| 17 | 14 | $634,509,889 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 10 | 4359 | $615,031,491 | A percentage of AUM, Hourly charges
|
|
| 5 | 422 | $477,846,807 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 354 | $380,840,506 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 3 | $314,185,701 | A percentage of AUM, Performance Based
|
|
| 9 | 638 | $267,845,854 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 299 | $261,330,563 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 661 | $230,715,552 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 3 | 236 | $120,016,319 | A percentage of AUM, Fixed fees
|
|
| 2 | 449 | $110,000,000 | A percentage of AUM, Fixed fees
|
|
| 8 | 5 | $96,358,429 | A percentage of AUM, Performance Based
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 60 East South Temple, 20th, Fl, Salt Lake City, UT 84111 | 801-322-7679 | |
| 60 East South Temple, 20th Fl, Salt Lake City, UT 84111 | 801-322-7694 | |
| 2180 S 1300 E, Ste 420, Salt Lake City, UT 84106 | 801-486-4595 | |
| 60 East South Temple, 20th, Fl, Salt Lake City, UT 84111 | 801-578-8044 | |
| 60 East South Temple, 20th, Fl, Salt Lake City, UT 84111 | 801-322-7668 | |
| 60 East South Temple, 20th Fl, Salt Lake City, UT 84111 | 801-322-7617 | |
| 60 East South Temple, 20th Fl, Salt Lake City, UT 84111 | 801-578-8015 | |
| 202 E 5900 S, Salt Lake City, UT 84107 | 801-569-9589 | |
| 2180 S 1300 E, Ste 420, Salt Lake City, UT 84106 | 801-486-4595 | |
| 60 East South Temple, 20th Fl, Salt Lake City, UT 84111 | 801-322-7621 |
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.
