Utah County, UT Financial Advisors and Resources



Financial Advisor Firms in Utah County, UT


SQUIRE WEALTH ADVISORS

Website

(801) 226-7722

1329 South 800 East

Orem, UT 84097

SEC#: 801-78495
Years in Business: 8 years

KEELER THOMAS MANAGEMENT LLC

Website

(801) 226-0800

1327 South 800 East

Orem, UT 84097

SEC#: 801-100354
Years in Business: 6 years

BLUE BARN WEALTH

Website

(801) 466-4101

352 West Center Street

Orem, UT 84057

SEC#: 801-118602
Years in Business: 1 years

PETERSON WEALTH ADVISORS, LLC

Website

(801) 225-0000

360 West 920 North

Orem, UT 84057

SEC#: 801-68917
Years in Business: 13 years

CALIBER WEALTH MANAGEMENT, LLC

Website

(385) 223-8688

1436 East 820 North

Orem, UT 84097

SEC#: 801-114829
Years in Business: 2 years

FIRSTPURPOSE WEALTH LLC

Website

(801) 221-2939

462 E 800 N

Orem, UT 84097

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

EIDE BAILLY ADVISORS, LLC

Website

(801) 224-1901

1095 S. 800 E.
Suite 700
Orem, UT 84097

SEC#: 801-64548
Years in Business: 16 years

CORECAP ADVISORS, LLC

Website

(801) 830-1523

1432 East 840 North
Suite 100
Orem, UT 84907

SEC#: 801-72687
Years in Business: 10 years

CORECAP ADVISORS, LLC

Website

(801) 836-3071

518 W 800 N
Suite 204
Orem, UT 84057

SEC#: 801-72687
Years in Business: 10 years


How Retirement-Friendly is Utah County, UT?

  • Population: 605,490
  • % of Population 62 Years and Over: 9.5%
  • Average Home Value: $306,800
  • Average Monthly Housing Cost: $1,269
  • Average Household Income: $93,627
  • 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.)


Utah County, UT Financial Advisor FAQs

What kind of experience do you have working with clients like me? Generally, a professional or associate will have five years of industry experience or less. They should be knowledgeable about the basics of investments and be thorough in their analysis.
First, you'll want to find out who is regulated by the SEC or a state board of accountancy as those institutions require reports on various aspects of company practices, assets under management, performance history, disciplinary record and more. Then look for an advisor that will help align your values with the investment strategy that best suits those values.
Financial advisors are compensated any number of ways. For most, their compensation is a combination of the following: commissions, hourly fee, management fee, or investment management fees.
Financial advisors work to identify key goals and analyze the intersection of these goals with one's current relationships, net worth, present financial obligations and future abilities. From there, an advisor will often help a client develop plans to stay on track with their goals while taking into account important life events.