Find a Financial Advisor in Washington County, UT


Get Top Tier Financial Planning

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

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We Only Work With The Best Washington 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


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


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 Washington County, UT

  • Financial Advisor Close to Washington 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 Washington County, UT

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Washington County, UT

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

  • Population: 165,811
  • % of Population 62 Years and Over: 24.2%
  • Average Home Value: $291,300
  • Average Monthly Housing Cost: $1,038
  • Average Household Income: $80,759
  • 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 Washington County, UT




(435) 773-9444

43 S 100
Suite 201
Saint George, UT 84770

SEC#: 801-118090
Years in Business: 1 years


Washington County, UT Financial Advisor FAQs

You should ask what specific services your advisor is qualified to provide, their particular approach to financial well-being, and whether there's a fee for the service you're requesting.
Financial advisors with the designation of Certified Financial Planner (CFP) are required to adhere to a code of ethics and standards set by the Institute of Certified Financial Planners. Look for someone who is qualified, certified, and has experience working in both private sector roles as well as within various levels of government.
Financial advisors typically charge a fee based on the percentage of the total account value. The exact fees and percentages vary, but as a rule of thumb, an advisor may charge up to 1% for accounts below $500,000 and up to 2% above that amount.
Financial advisors help their clients balance the three pillars of a comprehensive financial plan, namely asset allocation, tax planning and retirement planning.