Find a Financial Planner 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


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


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.


Without Advisor

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




(385) 368-7690

2500 N 900 W
Suite 9
Logan, UT 84321

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



(435) 752-1702

1047 S. 100 W
Suite 220
Logan, UT 84321

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


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