Find a Financial Advisor in South Jordan, UT

 

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

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We Only Work With The Best South Jordan 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 South Jordan, UT


  • Financial Advisor Close to South Jordan, 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 South Jordan, 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 South Jordan, UT

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

  • Population: 71,198
  • % of Population 62 Years and Over: 12.5%
  • Average Home Value: $404,500
  • Average Monthly Housing Cost: $1,654
  • Average Household Income: $131,609
  • 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 South Jordan, UT

 

DENTIST ADVISORS

Website

(801) 748-1243

879 Baxter Drive

South Jordan, UT 84095

SEC#: 801-114782
Years in Business: 2 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(801) 576-2611

10421 So. Jordan Gateway
Suite 600
South Jordan, UT 84095

SEC#: 801-71546
Years in Business: 11 years

MORGAN STANLEY SMITH BARNEY LLC

Website

(801) 617-7112

680 West 10000 South
Jordan Valley Tech Ii
South Jordan, UT 84095

SEC#: 801-70103
Years in Business: 12 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

10355 S. Jordan Gateway, Suite 100

South Jordan, UT 84095

SEC#: 801-117974
Years in Business: 2 years

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(801) 718-1144

11467 Marco Polo Lane

South Jordan, UT 84095

SEC#: 801-63771
Years in Business: 17 years

TOWNSQUARE CAPITAL, LLC

Website

(801) 230-3462

10235 South Jordan Gateway
Suite 104
South Jordan, UT 84095

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

TOWNSQUARE CAPITAL, LLC

Website

(801) 891-3588

1218 South Jordan Pkwy
Suite A1
South Jordan, UT 84095

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

TOWNSQUARE CAPITAL, LLC

Website

(801) 230-3462

10235 South Jordan Gateway
Suite 103
South Jordan, UT 84095

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

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(801) 718-1144

11467 Marco Polo Lane

South Jordan, UT 84095

SEC#: 801-63771
Years in Business: 17 years

 


South Jordan, UT Financial Advisor FAQs

A good place to start is by finding someone who's qualified. If the advisor doesn't have a fiduciary responsibility to act in your best interests, he or she can legally recommend investments even if they are not what you should consider.
You would need a financial advisor if you lacked the adequate knowledge to effectively delegate to one.
A financial advisor can get paid in a number of different ways. The more complex and risky the investments, the more money the investment company takes for providing services while putting you and your money at risk.
What is important for any consumer is to be sure that an advisor has passed all necessary regulatory requirements and holds an appropriate license. This will ensure they are reasonable enough. Beyond this, certifications do not seem to have many benefits, so the best way to find an advisor's true value is by looking at referrals or doing your homework on them before hiring them.