
Find a Financial Advisor in Davis County, UT
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We did the hard work of finding trustworthy partners in Davis County, UT.
We Only Work With The Best Davis County 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
Conflict Free
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 Davis County, UT
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Financial Advisor Close to Davis County, UT
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Davis County, 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
Find a Fee-Only Financial Planner Near Davis County, UT
We evaluated over 13,000 RIA firms to bring you the best of the best Davis County financial advisors.
How Retirement-Friendly is Davis County, UT?
- Population: 345,767
- % of Population 62 Years and Over: 12.5%
- Average Home Value: $291,600
- Average Monthly Housing Cost: $1,276
- Average Household Income: $99,935
- 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.)
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The Top Financial Advisor Firms in Davis County, UT
SUMMIT GLOBAL INVESTMENTS, LLC
(888) 251-4847620 South Main Street
Bountiful, UT 84010
SEC#: 801-76631
Years in Business: 10 years
STRATEGIC PLANNING GROUP
(801) 627-2200190 South Main Street
Bountiful, UT 84010
SEC#: 801-112440
Years in Business: 4 years
ARS INVESTMENT ADVISORS, INC.
(385) 249-5652563 West 500 South
Suite 420
Bountiful, UT 84010
SEC#: 801-112807
Years in Business: 4 years
B.O.S.S. RETIREMENT ADVISORS, LLC
(801) 990-5055801 N 500 W Suite 100
Bountiful, UT 84010
SEC#: 801-117974
Years in Business: 2 years
TOWNSQUARE CAPITAL, LLC
(801) 294-6600150 N Main St
Suite 202
Bountiful, UT 84010
SEC#: 801-110591
Years in Business: 4 years
B.O.S.S. RETIREMENT ADVISORS, LLC
(801) 990-5055801 N 500 W Suite 100
Bountiful, UT 84010
SEC#: 801-117974
Years in Business: 2 years
B.O.S.S. RETIREMENT ADVISORS, LLC
(801) 990-5055801 N 500 W Suite 100
Bountiful, UT 84010
SEC#: 801-117974
Years in Business: 2 years
3D/L CAPITAL MANAGEMENT, LLC
(860) 291-1998987 Claremont Drive
Bountiful, UT 84010
SEC#: 801-107874
Years in Business: 5 years
B.O.S.S. RETIREMENT ADVISORS, LLC
(801) 990-5055801 N 500 W Suite 100
Bountiful, UT 84010
SEC#: 801-117974
Years in Business: 2 years
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.