YOU FIRST FINANCIAL LLC
Holladay, UT
AUM
$22.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
518-312-9913
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in UT
187 advisers found
ASPEN RIDGE WEALTH MANAGEMENT, LLC
South Jordan, UT
AUM
$20.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-996-7600
LIFEPOINT FINANCIAL DESIGN
Salt Lake City, UT
AUM
$18.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
805-234-7288
ABACUS INVESTMENT ADVISORS
Salt Lake City, UT
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-944-0145
COTTONWOOD ASSET MANAGEMENT LLC
Salt Lake City, UT
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-520-1353
LEE MILES LLC
Ogden, UT
AUM
$14.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; INSURANCE COMMISSIONS
801-394-8785
WEALTH MODE
Bountiful, UT
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(435) 363-9445
PEAK HORIZONS CAPITAL
Clearfield, UT
AUM
$12.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-877-2366
TECH WEALTH, LLC
Lehi, UT
AUM
$11.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
801-901-0663
FORTIUS FINANCIAL ADVISORS, LLC
Salt Lake City, UT
AUM
$10.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
888-365-7009
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-834-0031
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
MAXIMUS WEALTH ADVISORS
Salt Lake City, UT
AUM
$8.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-870-7510
FORTIS WEALTH MANAGEMENT, LLC
American Fork, UT
AUM
$7.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
801-341-9590
GAJARDO WEALTH MANAGEMENT LLC
Lehi, UT
AUM
$7.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-391-5176
COOK FINANCIAL, LLC
Vernal, UT
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
435-630-5900
CYNOSURE PORTFOLIO ADVISORS LLC
Salt Lake City, UT
AUM
$5.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
801-521-3100
NIEMANN INVESTMENTS LLC
Riverton, UT
AUM
$5.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
801-673-6411
COVE FORT CAPITAL, LLC
American Fork, UT
AUM
$5.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
801-796-2507
SUNSET RETIREMENT ADVISORS LLC
Provo, UT
AUM
$3.5M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
801-850-3013
PLANNED SECURITY ADVISORS LLC
Cottonwood Heights, UT
AUM
$3.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
801-783-1900
JOSEPH M. LARSEN, C.P.A., P.C.
Provo, UT
AUM
$2.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
801-373-5300
PL WEALTH ADVISORS, LLC
Salt Lake City, UT
AUM
$1.4M
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-870-8670
NIBLEY FINANCIAL LLC
Heber, UT
AUM
$1.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
801-404-2582