Find a Financial Planner in Draper, UT

 

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We Only Work With The Best Draper Financial Advisors


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

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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


  • Financial Advisor Close to Draper, 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

 

How Can a CFP® in Draper Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Draper area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Draper can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
9.5% of Draper's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Draper area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Draper area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Draper area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Draper area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Utah has unique laws defining which actions trigger a taxable event and has the 24th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Draper area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Draper area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 48,000
  • % of Population 62 Years and Over: 9.5%
  • Average Home Value: $474,800
  • Average Monthly Housing Cost: $1,769
  • Average Household Income: $154,825
  • 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 Draper, UT


FINANCIAL NETWORK WEALTH MANAGEMENT LLC

Website

(801) 856-9567

11650 South State Street
Suite 103
Draper, UT 84020

SEC#: 801-119044
Years in Business: 1 years

AILSA CAPITAL, INC.

Website

(801) 501-0302

272 E 12200 S
Suite 100
Draper, UT 84020

SEC#: 801-118618
Years in Business: 1 years

NAVIGATE PRIVATE WEALTH, LLC

Website

(801) 676-4588

12012 South 700 East
Suite 100
Draper, UT 84020

SEC#: 801-79648
Years in Business: 7 years

COIGN CAPITAL ADVISORS LLC

Website

(801) 676-4570

12012 South 700 E.
Suite 100
Draper, UT 84020

SEC#: 801-112895
Years in Business: 3 years

FORESIGHT WEALTH MANAGEMENT, LLC

Website

(801) 462-2200

11550 South 700 East
Suite 100
Draper, UT 84020

SEC#: 801-90167
Years in Business: 6 years

TOWER ARCH CAPITAL

Website

(801) 997-5808

14034 S. 145 E.
Suite 300
Draper, UT 84020

SEC#: 801-100344
Years in Business: 6 years

HEALTHEQUITY ADVISORS

Website

(801) 727-1000

15 West Scenic Pointe Drive
Suite 100
Draper, UT 84020

SEC#: 801-78001
Years in Business: 8 years

LONE PEAK ADVISERS, INC.

Website

(801) 855-8886

11650 South State Street
Suite 200
Draper, UT 84020

SEC#: 801-113427
Years in Business: 3 years