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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in UT
169 advisers found
AUM
$158.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-753-5639
HAROLD DANCE INVESTMENTS
Logan, UT
AUM
$158.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
435-752-8484
PARAGON WEALTH MANAGEMENT
Provo, UT
AUM
$153.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-375-2500
OLYMPUS PEAKS FINANCIAL, LLC
Sandy, UT
AUM
$141.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(801) 566-3510
STONEBRIAR WEALTH, LLC
Lehi, UT
AUM
$139.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
385-314-3300
LANDMARK WEALTH ADVISORS, LLC
Farmington, UT
AUM
$135.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-295-8700
VERITAS WEALTH MANAGEMENT, LLC
Salt Lake City, UT
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
801-596-9999
JRS WEALTH MANAGEMENT LLC
South Jordan, UT
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(801) 987-3973
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
BRIGHTON WEALTH MANAGEMENT, INC.
Cottonwood Heights, UT
AUM
$131.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-261-1611
HEATON FINANCIAL, PC
Cedar City, UT
AUM
$128.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
435-865-9991
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
RILEY S. CROSBIE ADVISORY, LLC
Logan, UT
AUM
$118.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
435-752-5558
OXFORD WEALTH MANAGEMENT
Lindon, UT
AUM
$109.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
385-206-5271
LPG CAPITAL MANAGEMENT
South Jordan, UT
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
801-609-1820
SOULENCE WEALTH MANAGEMENT
Pleasant Grove, UT
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
801-571-9900
HAYNIE WEALTH MANAGEMENT LLC
Salt Lake City, UT
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(512) 537-8241
YOUR IA, LLC
St.. George, UT
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-823-0489
VON COLLN FINANCIAL GROUP
Ogden, UT
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(801) 479-5254
AUM
$99.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-607-5670
R.O.I.
Lehi, UT
AUM
$97.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
801-785-3254
CAPITAL WEALTH, LLC
Lehi, UT
AUM
$94.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
8012102800
GOALEN CAPITAL ADVISORS, LLC
West Valley, UT
AUM
$87.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
323-539-7703