SEC-registered financial advisors in Salt Lake City, UT
Common fee types
- 100%Percentage of assets
- 54%Fixed or flat fee
- 43%Hourly
Showing 24 of 35
- AG Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Albion Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Alta Capital Management LLC$1B or moreSEC recordPercentage of assets
- Burrus$100M to $500MSEC recordPercentage of assets
- Cannon Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Cherokee & Walker Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Cottonwood Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Crewe Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Cynosure Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cynosure Portfolio Advisors LLCUnder $25MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dentist Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Advisory Services$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Guardian Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Haynie Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Jacobsen Capital Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lefavi Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Narus Financial Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Navigate Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- North Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Octant Quantitative Investment Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Peterson Rogers Private Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Physician Wealth Advisors, Inc.$1B or moreSEC recordPercentage of assets
- Refined Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sepio Capital, LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Seven Canyons Advisors, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Slayton Lewis Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Smedley Financial Services Inc$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feeCommissionsOther
- Sorenson Impact Advisory$100M to $500MSEC recordPercentage of assets
- Three Seasons Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Tingey Advisors Inc$100M to $500MSEC recordPercentage of assetsHourly
- Truenorth Wealth$1B or moreSEC recordPercentage of assetsHourlyOther
- Veritas Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Wasatch Advisors LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Wealth Foundations Partners, LLC$100M to $500MSEC recordPercentage of assets
- Wealth Management CPAS, LLC$100M to $500MSEC recordPercentage of assetsHourly
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.