Find a Financial Advisor in Saint George, UT

 

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We did the hard work of finding trustworthy partners in St. George, UT.

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We Only Work With The Best Saint George 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 St. George, UT


  • Financial Advisor Close to St. George, 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 St. George, 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 St. George, UT

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

  • Population: 84,500
  • % of Population 62 Years and Over: 26%
  • Average Home Value: $295,000
  • Average Monthly Housing Cost: $998
  • Average Household Income: $77,297
  • 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 St. George, UT

 

PARKER ADVISORY GROUP, INC

Website

(435) 628-8773

20 North Main Street
Suite 202
St. George, UT 84770

SEC#: 801-110931
Years in Business: 4 years

SOLTIS INVESTMENT ADVISORS, LLC

Website

(435) 674-1600

20 North Main
Suite 400
St. George, UT 84770

SEC#: 801-71833
Years in Business: 11 years

TOWNSQUARE CAPITAL, LLC

Website

(385) 375-8881

321 Mall Drive
Suite O-102
St. George, UT 84790

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

TOWNSQUARE CAPITAL, LLC

Website

(435) 668-7236

102 N 2090 E

St. George, UT 84790

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

MMWKM ADVISORS, LLC

Website

(855) 215-7172

1224 S. River Road, B-201, Office 231

St. George, UT 84790

SEC#: 801-72262
Years in Business: 10 years

NEW MILLENNIUM GROUP, LLC

Website

(801) 446-9950

20th North Main Street
Suite 302
St. George, UT 84770

SEC#: 801-120516
Years in Business: 0 years

VISIONARY WEALTH MANAGEMENT, LLC

Website

(435) 248-0475

1031 South Bluff

St. George, UT 84770

SEC#: 801-120223
Years in Business: 0 years

NEW MILLENNIUM GROUP, LLC

Website

(801) 446-9950

20th North Main Street
Suite 302
St. George, UT 84770

SEC#: 801-120516
Years in Business: 0 years

BCJ CAPITAL MANAGEMENT, LLC

Website

(435) 669-5405

107 S. 1470 E
Suite 101
St. George, UT 84790

SEC#: 801-58087
Years in Business: 20 years

 


St. George, UT Financial Advisor FAQs

Yes. A financial advisor is a professional who can help you determine how to handle your money in a way that will keep you stable and minimize risk.
Financial advising is only a small part of the services an advisor will provide. Since there are fees for virtually every service, when cost is typically discussed in terms of three-tier advisory firms, the fee tends to vary from 0.35% to 1.5% depending on assets under management and other factors such as account size and portfolio complexity.
A financial advisor monitors your investment goals and risk tolerance to help you diversify your portfolio with securities such as stocks, bonds, and money market instruments in order to avoid any significant loss or taxation.The primary objective of a financial advisory is to manage the customer's assets so that they may meet their future needs and objectives.
Financial advisors are compensated through one of three ways. A fee for financial advice; Commission on transactions negotiated with an outside company, mutual fund company, or brokerage firm; and a commission on transactions negotiated by the advisor through the advisor's own investment account that is held at their investment firm or brokerage firm.