Find a Financial Advisor in Summit County, UT

 

Get Top Tier Financial Planning

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

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We Only Work With The Best Summit 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 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 Summit County, UT


  • Financial Advisor Close to Summit 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

The Value of Working With the Best Financial Planners in Summit 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 Summit County, UT

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

  • Population: 41,103
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $622,000
  • Average Monthly Housing Cost: $1,666
  • Average Household Income: $156,817
  • 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 Summit County, UT

 

DECATHLON CAPITAL MANAGEMENT II, LLC

Website

(435) 200-1051

1441 West Ute Blvd, Suite 240

Park City, UT 84098

SEC#: 801-108317
Years in Business: 5 years

DW MANAGEMENT SERVICES, LLC

Website

(435) 645-4050

1413 Center Drive
Ste. 220
Park City, UT 84098

SEC#: 801-73231
Years in Business: 9 years

CADINHA & CO LLC

Website

(435) 631-2772

1389 Center Drive, Suite 140

Park City, UT 84098

SEC#: 801-57784
Years in Business: 21 years

HUDSON VALUE PARTNERS, LLC

Website

(646) 343-9748

8060 Glenwild Drive

Park City, UT 84098

SEC#: 801-115202
Years in Business: 2 years

HUDSON VALUE PARTNERS, LLC

Website

(646) 343-9748

8060 Glenwild Drive

Park City, UT 84098

SEC#: 801-115202
Years in Business: 2 years

TOTAL INVESTMENT MANAGEMENT, INC.

Website

(800) 962-1180

7507 Sage Meadow Rd.

Park City, UT 84098

SEC#: 801-69759
Years in Business: 12 years

RMDR ADVISORS, INC.

Website

(713) 805-8156

7450 Ridge Drive
Po Box 2092
Park City, UT 84060

SEC#: 801-68095
Years in Business: 14 years

WE ARE ONE SEVEN, LLC

Website

(435) 602-6023

1375 Deer Valley Drive
Suite 219
Park City, UT 84060

SEC#: 801-107829
Years in Business: 5 years

WE ARE ONE SEVEN, LLC

Website

(216) 865-1700

2760 Rasmussen Rd
D-202
Park City, UT 84098

SEC#: 801-107829
Years in Business: 5 years

 


Summit County, UT Financial Advisor FAQs

Ask for proof of certification, his/her investment strategy, background information, what policies are in place to protect you as the client, and whether or not they have any conflicts of interest with other products or interests that would impact your finances negatively.
Some things to consider are their qualifications, experience in the field, and any specialties they offer. Furthermore, you want an advisor who is trustworthy and competent in their role.
Financial advisors get paid by charging a fee for their services or products. This can be an hourly or flat fee, a percentage of assets under management, commissions from the sale of mutual funds and other financial instruments, etc.
Financial advisors help people plan for retirement using strategies that include asset allocation investing in different types of securities. When it comes down to it, many financial advisors focus primarily on investment management which can be helpful for some people who are more knowledgeable about finances.