Farmington, UT Financial Advisors and Resources



Financial Advisor Firms in Farmington, UT


ROCK HOUSE FINANCIAL

Website

(801) 447-4200

630 N Main Street

Farmington, UT 84025

SEC#: 801-113752
Years in Business: 3 years

TLG ADVISORS, INC.

Website

(801) 447-9487

670 Shepard Lane, #101

Farmington, UT 84025

SEC#: 801-60458
Years in Business: 20 years

MORETON ASSET MANAGEMENT, LLC

Website

(801) 869-4200

117 W 200 S

Farmington, UT 84025

SEC#: 801-78112
Years in Business: 8 years

PROMONTORY FINANCIAL PLANNING, LLC

Website

(801) 791-1081

240 N E Promontory Ste 200

Farmington, UT 84025

SEC#: 801-114494
Years in Business: 2 years

TLG ADVISORS, INC.

Website

(801) 447-9487

670 Shepard Lane, #101

Farmington, UT 84025

SEC#: 801-60458
Years in Business: 20 years

PORTFOLIO ADVISORS LLC

Website

(203) 823-5265

240 N East Promontory
Suite 200
Farmington, UT 84025

SEC#: 801-46369
Years in Business: 27 years

FOUNDATIONS INVESTMENT ADVISORS LLC

Website

(801) 689-8003

262 N. University Avenue
Suite 205
Farmington, UT 84025

SEC#: 801-100512
Years in Business: 6 years

FOUNDATIONS INVESTMENT ADVISORS LLC

Website

(801) 689-8003

262 N. University Avenue
Suite 205
Farmington, UT 84025

SEC#: 801-100512
Years in Business: 6 years


How Retirement-Friendly is Farmington, UT?

  • Population: 23,847
  • % of Population 62 Years and Over: 11.2%
  • Average Home Value: $386,200
  • Average Monthly Housing Cost: $1,606
  • Average Household Income: $122,685
  • 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.)


Farmington, UT Financial Advisor FAQs

The first step is investigating the advisors' background and who they work for: whether it's a firm, an insurance company or even a bank. Once you've done that you can ask them questions like how long they've been in business, if their company has any outstanding complaints with the regulators and other providers of financial advice.
Financial advisors can cost a few hundred dollars a year, or thousands of dollars depending on the plan they offer. The price will also depend largely on how much business your advisor does with you and other clients.
It's important to ask them how much they charge and what kind of services they offer.
A fee-based advisor charges a fee for the service they provide. A commission-based advisor charges a percentage of assets under management, or they charge an annual subscription that includes both services and client monitoring software in return for providing daily insights on market volatility and analytics with the idea being that the client would be alerted to any changes in market conditions which threaten them or their portfolio.