CAPITA FINANCIAL NETWORK, LLC
Draper, UT
AUM
$2.32B
Financial PlanningWealth MgmtTrusts & Estates
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM
801-566-5058
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in UT, DRAPER
8 advisers found
NAVIGATE PRIVATE WEALTH, LLC
Draper, UT
AUM
$529.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-676-4588
ELEVATED CAPITAL ADVISORS, LLC
Draper, UT
AUM
$499.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
385-237-3338
COIGN CAPITAL ADVISORS LLC
Draper, UT
AUM
$472.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
801-676-4570
MEDICUS WEALTH PLANNING, INC.
Draper, UT
AUM
$160.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
801-994-4777
PALISADE WEALTH MANAGEMENT
Draper, UT
AUM
$133.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
650-387-3808
LONE PEAK ADVISERS
Draper, UT
AUM
$125.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
801-855-8886
PROACTIVE WEALTH MANAGEMENT, INC.
Draper, UT
AUM
$9.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(801) 826-3985