Find a Financial Advisor in West Jordan, UT

 

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

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We Only Work With The Best West 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 West Jordan, UT


  • Financial Advisor Close to West 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 West 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 West Jordan, UT

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

  • Population: 114,138
  • % of Population 62 Years and Over: 10.9%
  • Average Home Value: $286,800
  • Average Monthly Housing Cost: $1,392
  • Average Household Income: $92,717
  • 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 West Jordan, UT

 

GO INVEST LLC

Website

(385) 444-4211

8427 S. Old Bingham Hwy
Suite A
West Jordan, UT 84088

SEC#: 801-112971
Years in Business: 3 years

GRADIENT ADVISORS, LLC

Website

(801) 707-2032

6671 South Redwood Road
Suite 200
West Jordan, UT 84084

SEC#: 801-71000
Years in Business: 11 years

 


West Jordan, UT Financial Advisor FAQs

Financial advisors are trained professionals who give guidance on investing, retirement, insurance options, taxes and estate planning. They work to make sure you are properly prioritizing spending now with enough savings for later. It is their job to help you set goals for yourself and your budget so that your money is working harder than you're working right now.
When selecting a financial advisor, it is important to find someone who can help identify and reach your goals. However, it is not necessarily the most financially-intelligent people that will be best suited for this position, as many advisors find themselves recommending a product or service because it offers the highest commissions rather than due to its suitability for those clients. This discrepancy between what an advisor should do and what they might end up doing reflects a lack of accountability from those advisors who could put their interests ahead of that of their clients' interests. In order to avoid this happening one should select an unbiased agent or company.
Financial advisors are a great resource because they can help with income, savings, risk tolerance and inflation.
A typical rate is 1% of your net worth per year. A financial advisor's fee should be determined by the work he or she will do for you. If you need assistance with any real estate transactions, investments, insurance, tax planning and so on, a flat rate might be best. But if your only needs are to have an outside party review and monitor investments or build a diversified portfolio of stocks that match your risk tolerance and retirement goals, then a percentage-based approach might be preferable.