Find a Financial Planner in Salt Lake City, UT

 

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We did the hard work of finding trustworthy partners in Salt Lake City, UT.

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We Only Work With The Best Salt Lake City 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 Salt Lake City, UT


  • Financial Advisor Close to Salt Lake City, 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 Salt Lake City Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Salt Lake City area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Salt Lake City is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
14.2% of Salt Lake City'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 Salt Lake City area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Salt Lake City area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Salt Lake City area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Salt Lake City area who determine what breaks are available to you to minimize your tax payments. 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 is a service offered by many financial advisors, planners, and other professionals in the Salt Lake City area. Typically, it 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Salt Lake City area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Salt Lake City, 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 Salt Lake City, UT

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

  • Population: 197,756
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $311,500
  • Average Monthly Housing Cost: $1,078
  • Average Household Income: $88,127
  • 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 Salt Lake City, UT


IRON GATE GLOBAL ADVISORS

Website

(801) 575-6427

275 South Temple Suite 204

Salt Lake City, UT 84111

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

LUNT CAPITAL MANAGEMENT INC.

Website

(801) 503-3035

215 South State Street, Ste. 100

Salt Lake City, UT 84111

SEC#: 801-70051
Years in Business: 12 years

MORETON ASSET MANAGEMENT, LLC

Website

(801) 869-4200

101 South 200 East, Suite 300

Salt Lake City, UT 84111

SEC#: 801-78112
Years in Business: 7 years

KEYSTONE NATIONAL GROUP, LLC

Website

(925) 480-6050

60 E. South Temple
Suite 2100
Salt Lake City, UT 84111

SEC#: 801-67537
Years in Business: 14 years

CHEROKEE & WALKER MANAGEMENT

Website

(801) 278-7800

6440 South Wasatch Boulevard
Suite 200
Salt Lake City, UT 84121

SEC#: 801-113327
Years in Business: 2 years

SEVEN CANYONS ADVISORS, LLC

Website

(801) 349-2718

22 East 100 South
3rd Floor
Salt Lake City, UT 84111

SEC#: 801-112404
Years in Business: 3 years

SUNDANCE BAY

Website

(801) 783-3430

1240 East 2100 South, Suite 300

Salt Lake City, UT 84106

SEC#: 801-118520
Years in Business: 1 years

COTTONWOOD WEALTH STRATEGIES, LLC

Website

(801) 733-4443

6550 S. Millrock Drive
Suite 100
Salt Lake City, UT 84121

SEC#: 801-119782
Years in Business: 0 years

AG FINANCIAL, LLC

Website

(801) 990-3470

2825 East Cottonwood Parkway
Suite 500
Salt Lake City, UT 84121

SEC#: 801-66579
Years in Business: 15 years

TAYLOR DERRICK CAPITAL, L.L.C.

Website

(855) 702-5600

357 West 200 South
Suite 200
Salt Lake City, UT 84101

SEC#: 801-108584
Years in Business: 4 years