Strategic Financial Partners

Retirement Planning Firm in Salt Lake City, UT

Firm Info
Address: 111 E Broadway #340, Salt Lake City, UT 84111, USA
Phone: (801) 869-1800

Firm Size
Assets Under Management: $259.4 million
# of Advisors: 6
# of Clients: 1,012
Client to Advisor Ratio: 169:1
Average Account Size: $256,280
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Strategic Financial Partners, Ltd Overview

Strategic Financial Partners, Ltd is a fee-based investment advisory firm that has been providing top-notch financial services since its inception in 2012. Headquartered in Lake Oswego, OR, the firm has earned a reputation for being a trusted partner for individuals and small businesses looking to grow their wealth through expert financial planning and portfolio management. As a registered investment advisory firm, Strategic Financial Partners offers a range of services, including investment advice, portfolio management for businesses or institutional clients, and pension consulting services. The firm's experienced team of professionals works closely with clients to understand their unique needs and develop personalized investment strategies that achieve their goals. In addition to the above, Strategic Financial Partners also operates as a broker-dealer representative and insurance broker/agent, offering a diverse array of investment options for clients. The firm is uniquely positioned to help clients select other advisors, empowering them to build a comprehensive financial team that is best suited to their needs. Overall, Strategic Financial Partners is committed to providing clients with exceptional service and expert guidance as they navigate the complex world of investing.

STRATEGIC FINANCIAL PARTNERS, LTD is a financial advisory firm that offers industry-leading wealth management services to a broad range of clients. The firm caters to the diverse needs of individuals and high net worth individuals alike. Its clientele includes those looking to establish a solid financial future, those looking to preserve their wealth, and those seeking to grow their existing wealth. Strategic Financial Partners offers customized solutions to meet the unique requirements and goals of each of its clients. In terms of fee structures, Strategic Financial Partners offers several options, depending on the service provided. The firm charges clients on a percentage of their assets under management (AUM), typically ranging from around 0.5% to 2% per year. For clients who require occasional advice without ongoing management, the firm provides an hourly fee structure, which is set at a pre-agreed rate. Those who desire a comprehensive wealth management plan can opt for a fixed fee, which is determined by the scope of work involved. Strategic Financial Partners also offers other types of fees, such as performance-based fees, which may be offered on a case-by-case basis. The firm strives to offer its clients flexible, transparent, and fair fees, aimed at maximizing their long-term success.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Strategic Financial Partners, Ltd does not mention anything about the firm's investment minimum. Therefore, it is unclear what the minimum investment requirement may be for this particular firm. It is recommended that interested investors contact the firm directly for more information regarding their investment minimums.

How This Office Can Help Salt Lake City, UT Residents

Strategic Financial Partners offers a wide range of financial planning services to assist clients in Salt Lake City, UT. Their team of experienced financial advisors work with clients to develop comprehensive financial plans tailored to their specific needs and goals. Whether someone is looking to plan for retirement, invest wisely, or manage debt, Strategic Financial Partners can provide the guidance and expertise needed to make informed decisions. Living in Salt Lake City can present unique financial challenges, such as high housing costs, unpredictable tax policies, and volatile job markets. Strategic Financial Partners understands these challenges and works with clients to navigate them effectively. They provide ongoing support and advice, helping clients to adjust their financial plans as their circumstances change over time. With a focus on long-term financial success, Strategic Financial Partners is committed to helping clients build the financial freedom and security they need to achieve their goals and dreams.

To view the Minimum Investment and Fee Schedule for Strategic Financial Partners, Ltd, visit their Part 2 Brochure.

Services Offered by Strategic Financial Partners, Ltd

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Strategic Financial Partners, Ltd most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 111 E Broadway #340, Salt Lake City, UT 84111, USA
Phone (801) 869-1800
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 300 OSWEGO POINTE DRIVE, SUITE 103, LAKE OSWEGO, OR 97034, United States

This firm has no other locations.

State Registrations

Strategic Financial Partners, Ltd is registered to service clients in the following states:

  • California
  • Nebraska
  • New Mexico
  • Oregon
  • Texas
  • Washington

Disciplinary History

Strategic Financial Partners, Ltd does not have any disclosures. Please visit it's Form ADV for more details.