Find a Financial Advisor in Logan, UT

 

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

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We Only Work With The Best Logan 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 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 Logan, UT


  • Financial Advisor Close to Logan, 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 Logan, 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 Logan, UT

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

  • Population: 50,863
  • % of Population 62 Years and Over: 9.5%
  • Average Home Value: $196,900
  • Average Monthly Housing Cost: $807
  • Average Household Income: $55,406
  • 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 Logan, UT

 

WEBER GLOBAL MANAGEMENT, INC

Website

(385) 368-7690

2500 N 900 W
Suite 9
Logan, UT 84321

SEC#: 801-119042
Years in Business: 1 years

ADAMS WEALTH ADVISORS

Website

(435) 752-1702

1047 S. 100 W
Suite 220
Logan, UT 84321

SEC#: 801-110862
Years in Business: 4 years

TOWNSQUARE CAPITAL, LLC

Website

(435) 554-3166

550 N Main
Suite 110
Logan, UT 84321

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

VISIONARY WEALTH MANAGEMENT, LLC

Website

(435) 248-0475

95 W 100 S
Suite 100
Logan, UT 84321

SEC#: 801-120223
Years in Business: 0 years

KESLER, NORMAN & WRIDE, LLC

Website

(801) 476-1200

214 South Main Street

Logan, UT 84321

SEC#: 801-118514
Years in Business: 1 years

TOWNSQUARE CAPITAL, LLC

Website

(435) 554-3166

550 N Main
Suite 110
Logan, UT 84321

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

FUSION INVESTMENT ADVISORS LLC

Website

(435) 248-0475

95 W 100 S Suite 106

Logan, UT 84321

SEC#: 801-72171
Years in Business: 10 years

AMUSSEN, HUNSAKER & ASSOCIATES, LLC

Website

(435) 752-9500

175 E 1600 N,

Logan, UT 84341

SEC#: 801-110310
Years in Business: 4 years

EP WEALTH ADVISORS, LLC.

Website

(435) 787-7102

632 N. Main,
Suite 3B
Logan, UT 84321

SEC#: 801-29358
Years in Business: 34 years

 


Logan, UT Financial Advisor FAQs

Financial advisors are compensated either through flat fee, commission, hourly rate, or a combination of these three.
Since financial advisors are well-educated about finance, they are the best people to go to in matters of best potential outcome for investments and in many other areas of effectively managing your finances.
Financial advisors generally provide independent advice based on your financial goals. They offer products and services that work with your needs.
Since advisors look after your investments, it's vital to find one you can trust who understands your concerns and personality type so he or she can cater to your needs. Remember always to do more research before committing to one.