BEACON FINANCIAL PLANNING, LLC
Logan, UT
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
435-752-6496
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in UT
187 advisers found
STEWARD FINANCIAL SERVICES, LLC
Salt Lake City, UT
AUM
$61.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
801-716-2596
COLWYN INVESTMENTS LC
South Jordan, UT
AUM
$61.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
8012540084
NEWPARK WEALTH MANAGEMENT
Park City, UT
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
435-565-4410
BRIGHTER RETIREMENT ADVISORS LLC
Lehi, UT
AUM
$58.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
801-901-0987
MY PROSPER TEAM
Lehi, UT
AUM
$58.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-889-1341
AUM
$57.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
801-465-6990
TWIN PEAKS WEALTH MANAGEMENT LLC
Cottonwood Heights, UT
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-557-8725
ABLE & STRONG ADVISORS, INC.
Bountiful, UT
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(385) 212-4560
BEST WEALTH ADVISORY, LLC
Saint George, UT
AUM
$43.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(435) 319-0940
F2F RETIREMENT, LLC
Tooele, UT
AUM
$41.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
435-224-4888
ASPEN CAPITAL MANAGEMENT LLC
Saint George, UT
AUM
$40.8M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; SOLICITATION FEE
4352752810
ENCORE RETIREMENT PLANNING, LLC
South Jordan, UT
AUM
$37.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
4355909433
SOLITUDE WEALTH ADVISORS, LLC.
Holladay, UT
AUM
$36.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; REFERRAL FEE
801-797-6232
VANTAGE POINT MANAGEMENT, INC.
North Ogden, UT
AUM
$33.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
801-605-3344
AUM
$33.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-960-3228
ALLRED JACKSON FINANCIAL PLANNING, LLC
North Logan, UT
AUM
$32.0M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
435-752-6441
GYGI CAPITAL MANAGEMENT
Cedar Hills, UT
AUM
$31.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-649-3879
HURLEY INVESTMENTS, LLC
Provo, UT
AUM
$30.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
888-287-1030
JD INVESTMENT MANAGEMENT, LLC
Cottonwood Heights, UT
AUM
$30.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-270-5380
SUMMIT RIDGE ADVISORS
Mapleton, UT
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
385-685-1960
CHUGG WEALTH STRATEGIES, LLC
Provo, UT
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
949-892-0826
PHIBBS FINANCIAL
Draper, UT
AUM
$26.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
385-787-1157
RETIREMENT ADVICE LLC
Provo, UT
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
801-228-0103