Find a Financial Advisor in Bountiful, UT

 

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We did the hard work of finding trustworthy partners in Bountiful, UT.

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We Only Work With The Best Bountiful Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bountiful, UT


  • Financial Advisor Close to Bountiful, UT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bountiful, UT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bountiful, UT

We evaluated over 13,000 RIA firms to bring you the best of the best Bountiful financial advisors.
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How Retirement-Friendly is Bountiful, UT?

  • Population: 43,901
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $314,400
  • Average Monthly Housing Cost: $1,183
  • Average Household Income: $103,454
  • Utah Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Utah Property Tax: 2.30% (13th Lowest in U.S.)
  • Utah Individual Income Tax: 2.73% (12th Highest in U.S.)
  • Utah Sales and Excise Tax: 3.26% (22nd Lowest in U.S.)



The Top Financial Advisor Firms in Bountiful, UT

 

SUMMIT GLOBAL INVESTMENTS, LLC

Website

(888) 251-4847

620 South Main Street

Bountiful, UT 84010

SEC#: 801-76631
Years in Business: 9 years

STRATEGIC PLANNING GROUP

Website

(801) 627-2200

190 South Main Street

Bountiful, UT 84010

SEC#: 801-112440
Years in Business: 3 years

ARS INVESTMENT ADVISORS, INC.

Website

(385) 249-5652

563 West 500 South
Suite 420
Bountiful, UT 84010

SEC#: 801-112807
Years in Business: 3 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

801 N 500 W Suite 100

Bountiful, UT 84010

SEC#: 801-117974
Years in Business: 2 years

TOWNSQUARE CAPITAL, LLC

Website

(801) 294-6600

150 N Main St
Suite 202
Bountiful, UT 84010

SEC#: 801-110591
Years in Business: 4 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

801 N 500 W Suite 100

Bountiful, UT 84010

SEC#: 801-117974
Years in Business: 2 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

801 N 500 W Suite 100

Bountiful, UT 84010

SEC#: 801-117974
Years in Business: 2 years

3D/L CAPITAL MANAGEMENT, LLC

Website

(860) 291-1998

987 Claremont Drive

Bountiful, UT 84010

SEC#: 801-107874
Years in Business: 5 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

801 N 500 W Suite 100

Bountiful, UT 84010

SEC#: 801-117974
Years in Business: 2 years

 


Bountiful, UT Financial Advisor FAQs

Financial advisors tend to work with clients to plan behavior changes to improve finances, set goals for wealth accumulation or retirement, and search for suitable investments. They may provide advice on managing risk by creating portfolios of stocks, bonds and other securities.or
It largely depends on what type of service you are looking for, but generally speaking, there are two types of advisors. The first option is a commission based advisor, who will provide services in exchange for compensation directly from the companies they recommend to you. You have little visibility into their incentives or how they are compensated. The second option is an advisory fee based advisor, where the advisor shares their success with clients by charging a fixed amount per year rather than depending entirely on commissions from investment providers.
If you're not sure, then the answer is yes. You may not need a financial advisor if you have a well-established retirement portfolio and no debt, but it never hurts to have someone with expertise in the background offering guidance for your money.
There are many different types of advisors. Some will charge an hourly fee, some based on a percentage, and others lump sum payouts for certain projects.