Find a Financial Planner in Salt Lake County, UT

 

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

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


  • Financial Advisor Close to Salt Lake County, 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 County 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 Salt Lake County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Salt Lake County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
13.5% of Salt Lake County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Salt Lake County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Salt Lake County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Salt Lake County area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Salt Lake County 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 is a service offered by many financial advisors, planners, and other professionals in the Salt Lake County 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 County 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 County, 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 County, UT

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

  • Population: 1133,646
  • % of Population 62 Years and Over: 13.5%
  • Average Home Value: $304,300
  • Average Monthly Housing Cost: $1,259
  • Average Household Income: $96,968
  • 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 County, 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