Sandy, UT Financial Advisors and Resources



Financial Advisor Firms in Sandy, UT


BRIDGE INVESTMENT GROUP

Website

(801) 716-4553

111 E. Sego Lily Drive
#400
Sandy, UT 84070

SEC#: 801-72790
Years in Business: 10 years

DFPG INVESTMENTS, LLC

Website

(801) 838-9999

9017 S Riverside Drive
Suite 210
Sandy, UT 84070

SEC#: 801-107896
Years in Business: 5 years

NET WORTH ADVISORY GROUP, LLC

Website

(801) 566-6639

75 W. Towne Ridge Parkway
Suite 460
Sandy, UT 84070

SEC#: 801-65548
Years in Business: 15 years

CAPITA FINANCIAL NETWORK, LLC

Website

(801) 566-5058

9980 South 300 West
Ste 140
Sandy, UT 84070

SEC#: 801-112411
Years in Business: 3 years

ELEVATED CAPITAL ADVISORS, LLC

Website

(801) 639-0095

9350 S. 150 E.
Suite 320
Sandy, UT 84070

SEC#: 801-110864
Years in Business: 4 years

E*TRADE CAPITAL MANAGEMENT, LLC

Website

(801) 617-5036

200 West Civic Center Drive
4th Fl
Sandy, UT 84070

SEC#: 801-58085
Years in Business: 20 years

FIRSTPURPOSE WEALTH LLC

Website

(801) 221-2939

9017 S. Riverside Dr.
Suite 120
Sandy, UT 84070

SEC#: 801-68547
Years in Business: 13 years

E*TRADE CAPITAL MANAGEMENT, LLC

Website

(801) 617-5036

200 West Civic Center Drive
4th Fl
Sandy, UT 84070

SEC#: 801-58085
Years in Business: 20 years

FBL WEALTH MANAGEMENT, LLC

Website

(385) 295-7153

9865 S. State St.

Sandy, UT 84070

SEC#: 801-113458
Years in Business: 3 years


How Retirement-Friendly is Sandy, UT?

  • Population: 96,127
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $356,400
  • Average Monthly Housing Cost: $1,420
  • Average Household Income: $113,032
  • 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.)


Sandy, UT Financial Advisor FAQs

Financial advisors are typically paid by an alternate method besides commission or fee-only. Usually, they are paid through a percentage of assets under management.
In short, yes. If you have any money to invest, it's a good idea to get an advisor who can help you build a long-term personalized strategy to suit your own needs.
You will want to find someone who is a fiduciary. Fiduciary advisors are most likely to offer you the types of goals and financial instruments that align with your interests and motivations, such as charging low fees for owning mutual funds in order to keep more of your money invested so it has more time and potential for growth.
A good way to find a financial advisor is to ask your friends and family members for a referral. But be sure the advisor you choose has experience in both an investing and insurance background, to ensure they can help you plan for both wealth accumulation and protection from loss.