ELYSIUM WEALTH MANAGEMENT, LLC
South Jordan, UT
AUM
$352.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
385-276-4716
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in UT
169 advisers found
SMEDLEY FINANCIAL SERVICES INC
Salt Lake City, UT
AUM
$341.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +4 more
801-355-8888
NAVIGATE FINANCIAL LLC
Salt Lake City, UT
AUM
$337.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
801-905-1644
SLAYTON LEWIS INC
Salt Lake City, UT
AUM
$334.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-521-2191
WEALTH MANAGEMENT CPAS, LLC
Salt Lake City, UT
AUM
$329.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
801-272-4357
LIVET WEALTH, LLC
Spanish Fork, UT
AUM
$322.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
801-893-8320
PROMONTORY FINANCIAL PLANNING, LLC
Farmington, UT
AUM
$319.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
801-513-2545
BLUE BARN WEALTH
Orem, UT
AUM
$317.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(801) 466-4101
KEELER THOMAS MANAGEMENT LLC
Orem, UT
AUM
$305.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-226-0800
AUM
$301.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
801-932-0311
TENCAP WEALTH COACHING
South Jordan, UT
AUM
$285.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(801) 221-2956
COTTONWOOD WEALTH STRATEGIES, LLC
Salt Lake City, UT
AUM
$279.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
385-853-5000
ATHOS PRIVATE WEALTH LLC
Holladay, UT
AUM
$268.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
435-252-1099
NEW MILLENNIUM GROUP
Sandy, UT
AUM
$257.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-446-9950
AUM
$246.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(801) 701-2345
BURRUS
Salt Lake City, UT
AUM
$240.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
801-532-0505
PRESIDIO WEALTH MANAGEMENT
Midvale, UT
AUM
$217.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-290-3201
ALPHA WEALTH FUNDS, LLC
Park City, UT
AUM
$214.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +5 more
435-269-4100
DIAMOND WEALTH MANAGEMENT, LLC
Alpine, UT
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-216-4811
REFINED WEALTH MANAGEMENT
Salt Lake City, UT
AUM
$210.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
385-351-0200
STATERA WEALTH MANAGEMENT
St.. George, UT
AUM
$184.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
435-673-6350
PETERSON ROGERS PRIVATE WEALTH, LLC
Salt Lake City, UT
AUM
$177.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
8019929783
GUARDIAN WEALTH MANAGEMENT
Salt Lake City, UT
AUM
$174.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
385-355-4455
ECHELONS CAPITAL, LLC
Park City, UT
AUM
$174.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
706-372-4218